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Lending Contact Center Officer II
Lending Contact Center Officer II-March 2024
Vancouver
Mar 31, 2026
About Lending Contact Center Officer II

  Job DetailsJob LocationVancouver Mall - Vancouver, WARemote TypeHybridPosition TypeFull TimeEducation Level2 Year Degree Salary Range$22.23 - $30.02 HourlyJob CategoryBankingDescriptioniQ Credit Union is a Great Place to Work and Grow!Here in the Pacific Northwest, we take care of one another, and it's no different at iQ Credit Union. We're committed to our employees, our members, and the communities we serve.Our employees are amazing! They're collaborative, approachable, and all-around exceptional human beings who live out the credit union philosophy of 'people helping people' each and every day.With such great employees, it comes as no surprise that we're rapidly growing, recently expanding beyond our southwest Washington roots, across the Columbia River, and into beautiful Portland, OR. That's why we're looking to add reliable, authentic, helpful team members to carry the iQ message, embody our philosophy of service, and move us forward into the future.The Lending Contact Center Officer (LCCO) II provides exceptional service in lending and account relationships. The LCCO II builds strong member relationships utilizing Member Onboarding and Book of Business strategies. Acts as a resource to members, educating them on products and services which will improve their financial wellbeing.Essential Duties:Maintain an excellent knowledge of the features and benefits of Credit Union services and of selling skills.Successfully cross-sell Credit Union services.Meet established performance objectives in member service and operations.Actively participate in department activities and weekly sales meetings to achieve service and sales goals.Work closely with team members to ensure a positive team environment and overall member experience.Actively participate in monthly coaching to leverage talents and development opportunities. Commit to and successfully execute on agreed upon action plans with management.Actively support our service and sales environment within the branch based on our Vision, Mission and Operating Principles of the Credit Union and our Service Level Agreement.Use skillful interview techniques in order to determine member needs and wants and successfully close sales.Utilize the Credit Unions Member Management system to build and maintain a personal Book of Business (BOB).Develop new managed relationship members using Member Onboarding strategy.Maintain a thorough knowledge of Credit Union products and services, including eligibility for members, types of accounts available (savings, checking, loans and other financial services); all current rates; calculation of dividends and interest, insurance coverage available, payroll deduction and other deposit and payment plans.Follow up with all referral opportunities via phone and written communication.Initiate daily quality assurance/sales calls to build relationships with members and increase use of Credit Union services.Accept and accurately process account and loan requests in accordance with established Credit Union guidelines. Demonstrate integrity in lending and account documentation.Assist members with any questions or problems with their accounts including any research and, if necessary, correction of any errors.Promptly and efficiently handle inquiries or requests from members or other staff.Process deposits, withdrawals, loan payments and transfers received over the counter, by telephone.Organize work in order to give prompt attention to member requests and ensure appropriate documentation related to loans and member accounts. Model strong time management skills through active prioritization of incoming calls and Live Chat queues.Hold appropriate license/s to offer products and services offered.Demonstrate strong regu

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