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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong communication skills and a people-focused approach to provide empathetic solutions for members' unique needs. Experienced in onboarding and coaching members throughout their financial journey while accurately documenting interactions.
Highest-signal resume keywords
Customer Service ExperienceStrong Communication SkillsEmpathy and Solutions MindsetHigh Volume Call HandlingTeam Collaboration
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
People-Focused ApproachSolution Mindset
Certifications & Qualifications
High School Diploma or Equivalent
Industry Keywords
Member OnboardingCall Center ExperienceFinancial Journey CoachingDocumentation of InteractionsStructured Career Progression
About the role
Key responsibilities & impact- Communicate with members via phone and email
- Provide empathy and solutions to members’ unique needs
- Onboard members and set up new accounts
- Answer questions and coach members throughout their financial journey
- Collaborate with the team to share knowledge and best practices
- Accurately document member interactions and activity
- Participate in structured career progression and training
Requirements
What you’ll need- Minimum of 1 year of Customer Service experience (call center or retail)
- High school diploma or equivalent
- Available for an 8-hour shift between the hours of 6am - 8pm
- People-focused approach and solution mindset
- Ability to handle a high volume of inbound calls
- Strong communication skills
Benefits
Comp & perks- 401(k) with employer match
- Medical, dental, and vision with HSA and FSA options
- Competitive vacation and sick time off
- Dedicated volunteer days
- Wellness support through Employee Assistance Program, Talkspace, and fitness discounts
- Up to $5,250 paid back on eligible education expenses
- Pet care discounts
- Financial support in times of hardship through the Achieve Care Fund
- Commitment to diversity and inclusion through six employee resource groups
- Optional access to the Tempe office
- Fun events and a free lunch day during monthly hybrid weeks
- Additional pay incentives for working weekends
