Posting Date

Responsibilities and duties

  • Contact members by phone to deepen the relationship with Everence Credit Union and inform them of other products and services offered.
  • Provide assistance through both outbound and inbound contacts.
  • Build trust with members by responding in a prompt, efficient manner while providing correct, detailed responses.
  • Utilize the SACC technology to initiate contact with our existing member base.
  • Acquire and maintain working knowledge of all Everence Credit Union products and services.
  • Document case details in a thorough, accurate manner in the Everence Credit Union core system.



High school diploma or equivalent.


  • Prior call center and sales experience preferred.
  • Prior credit union or banking experience strongly preferred.

Skills and Abilities:

  • Appreciation for the Everence mission of integrating faith and finance.
  • Strong desire to generate new business through cross-selling products and services, while maintaining well-developed customer service skills.
  • Adapt well in the face of ambiguity, shifting priorities, and rapid change, and have a strong sense of accountability.
  • Excellent phone demeanor, active listening skills, and ability to engage others with a strong desire to manage multiple, high volume outbound/inbound calls every day.
  • Proven communication skills including objective listening, verbal, and written skills.

Supervisory responsibilities





Everence Corporate Office – Goshen, Indiana

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