Contact Center Advisor

Mid-Hudson Valley Federal Credit Union

. Assist members with Credit Union needs over the phone .

Posted 10/8/2026full-timeKingston • New York • United StatesJunior💰 $23 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong customer service skills by assisting members with Credit Union needs, processing loan requests, and promoting products and services. Proficient in handling inquiries, maintaining confidentiality, and achieving cross-selling goals while ensuring compliance with policies and procedures.

Highest-signal resume keywords

Customer ServiceCross-SellingLoan ProcessingMicrosoft OfficeBilingual (Spanish)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Loan ProcessingBasic Mathematical CalculationProblem AnalysisProblem ResolutionAccount ManagementHome Banking SupportOFAC InquiriesTransaction AccuracyConfidentiality ComplianceService Standards Maintenance

Soft Skills

Time ManagementOrganizational SkillsVerbal CommunicationWritten CommunicationListening Skills

Industry Keywords

Credit UnionCross-Selling GoalsMember AssistanceConfidentialityPerformance MetricsCustomer InquiriesDomestic Wire TransfersVendor CommunicationEmergency ProceduresAttendance Standards

About the role

Key responsibilities & impact

Assist members with Credit Union needs over the phone
Explain products and services
Open new accounts and process loan requests
Respond to problems and make recommendations to satisfy member needs
Direct members to appropriate individuals as needed
Attain established cross-selling goals for Credit Union products and services
Complete transactions accurately while maintaining confidentiality and complying with policies and procedures
Handle inbound telephone requests and multimedia inquiries
Open and close accounts and answer product and service questions
Resolve problems within authority and refer others to a supervisor
Identify cross-selling opportunities and promote and sell products and services
Process loan requests and answer loan-related questions
Research and solve lending problems; provide information on rates, terms, and financing alternatives
Promote and educate members about debt protection products
Assist members with Home Banking products
Respond daily to Home Banking vendor and website emails
Accept domestic wire transfer information, perform OFAC inquiries, complete verification, and obtain authorizations before submission to Accounting
Maintain service standards, productivity, quality, attendance, confidentiality, and performance metrics

Requirements

What you’ll need

One year to three years of similar or related experience
A high school education or GED
Ability to speak Spanish is an asset for this position
Strong time management skills and ability to manage multiple workloads
Ability to work independently and as part of a team
Organizational, verbal, written communication, and listening skills
Accuracy with numbers and names, problem analysis, and problem resolution skills
Strong computer skills, including Microsoft Office
Ability to bend, sit, and stand; occasional lifting of up to 20 lbs
Capable of climbing/descending stairs in an emergency
Normal range of vision and hearing abilities
Ability to operate routine office equipment
Ability to work at a computer for 6–8 hours per day when necessary
Ability to work extended hours or travel off site when required
Regular, reliable, and timely attendance
Ability to perform work independently or with limited supervision
Ability to read and follow written and oral instructions
Basic mathematical calculation and spelling skills
Understanding of computer basics and ability to communicate clearly
Ability to handle diverse personalities, confidential matters, deadlines, extreme accuracy requirements, and changing priorities
Candidates must be local and reside within a 25-mile radius of any branch location
Candidates must be able to report to a branch if necessary

Benefits

Comp & perks

Medical, Dental and Vision - with no waiting period for coverage!
401(k) with employer match and non-elective employer contribution
Paid Vacation, Sick time and Holidays
Life Insurance
Short-Term and Long-Term Disability Insurance
Employee Assistance Program
Tuition Assistance Program
Professional Development Programs
Discounted Loan Rates and Fees