Qureos Mentor

Truliant Federal Credit Union

<div><p>Truliant&rsquo;s mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves.</p><p></p><p>
Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do.</p><p></p><div><div><p><b>
Why this role matters</b></p></div><p></p><div><p>
At Truliant Federal Credit Union, every member interaction is a chance to make financial life a little easier, clearer, and more personal. As a Contact Center Representative, you&rsquo;ll be one of the first voices members turn to when they have questions, need support, or want guidance on the products and services that can help them move forward.</p></div><div><p>
This is a great opportunity for someone who enjoys helping people, solving problems in real time, and creating a positive experience across calls, texts, chats, and emails.</p></div><p></p><div><p><b>
What</b><b> </b><b>you&rsquo;ll</b><b> </b><b>do</b></p></div><p></p><div><p>
In this role, you&rsquo;ll support Truliant member-owners by responding to inquiries, researching account questions, and connecting members with straightforward financial solutions. You&rsquo;ll balance accuracy, service, and follow-through while working closely with teammates and internal partners to resolve needs quickly and professionally.</p></div><p></p><div><p><b>
Day to day,</b><b> </b><b>you&rsquo;ll</b><b>:</b></p></div><div><ul><li><p>
Respond to member inquiries across phone, text, chat, and email while delivering service that reflects Truliant&rsquo;s mission of putting members first.</p></li></ul></div><div><ul><li><p>
Identify member needs through a consultative service approach and share relevant products or services that may support their financial goals.</p></li></ul></div><div><ul><li><p>
Research and resolve account questions, verify member identity, document interactions accurately, and escalate to internal support when needed.</p></li></ul></div><p></p><div><p>
You&rsquo;ll also contribute to a team environment by staying engaged in coaching, sharing helpful insights, and preparing for continued growth within the Contact Center.</p></div><p></p><div><p><b>
What you bring</b></p></div><p></p><div><p>
We&rsquo;re looking for someone who is dependable, service-minded, and comfortable balancing friendly support with accuracy and attention to detail. You&rsquo;ll do well in this role if you can communicate clearly, stay organized, and remain professional when members need timely help.</p></div><p></p><div><p>
This role is a great fit if you have:</p></div><p></p><div><p><b>
Required Skills</b></p></div><div><ul><li><p>
Ability to respond professionally to member inquiries across calls, texts, chats, and emails.</p></li></ul></div><div><ul><li><p>
Strong verbal and written communication skills in English, including clear explanations and active listening.</p></li></ul></div><div><ul><li><p>
Ability to verify member identity, follow established policies and procedures, and recognize potential fraud concerns.</p></li></ul></div></div><div><div><ul><li><p>
Basic personal computer skills with the ability to navigate tools, document interactions, and complete account research accurately.</p></li></ul></div><div><ul><li><p>
Good arithmetic skills and attention to detail when handling account-related questions or financial information.</p></li></ul></div><div><ul><li><p>
Ability to manage shifting priorities, complete assignments with minimal supervision, and maintain professionalism in a fast-paced contact center environment.</p></li></ul></div><div><ul><li><p>
Ability to use a consultative service approach to identify member needs and recommend appropriate Truliant products or services.</p></li></ul></div><p></p><div><p><b>
Education/Certifications</b></p></div><div><ul><li><p>
High school diploma or equivalent required.</p></li></ul></div><p></p><div><p>
You should also be comfortable working in a structured environment where accuracy, compliance, confidentiality, and excellent member service matter throughout the day.</p></div><p></p><div><p><b>
What sets you apart</b></p></div><p></p><div><p>
You don&rsquo;t need to check every box, but here&rsquo;s what will help you thrive in this role:</p></div><div><ul><li><p>
Previous contact center experience.</p></li></ul></div><div><ul><li><p>
Previous experience in the financial industry, credit union, or banking environment.</p></li></ul></div><div><ul><li><p>
Familiarity with helping members or customers through multiple service channels, such as phone, chat, text, or email.</p></li></ul></div><p></p><div><p><b>
What</b><b> </b><b>you&rsquo;ll</b><b> </b><b>get</b></p></div><p></p><div><p>
We believe in supporting our team members both professionally and personally.</p></div><p></p><div><p><b>
In this role, you can expect:</b></p></div><div><ul><li><p>
A chance to make a direct impact on Truliant member-owners by helping them resolve questions and feel confident in their financial decisions.</p></li></ul></div><div><ul><li><p>
Hands-on experience in financial services, member support, account research, fraud awareness, and consultative services.</p></li></ul></div><div><ul><li><p>
Coaching and development that can help you build toward higher levels of responsibility within the Contact Center.</p></li></ul></div><div><ul><li><p>
A collaborative team environment where professionalism, follow-through, and member-first service are valued every day.</p></li></ul></div></div><div><div><ul><li><p>
The opportunity to grow your knowledge of Truliant&rsquo;s products, services, and mission while supporting members in meaningful moments.</p></li></ul></div><p></p><div><p><b>
Ready to Apply?</b></p></div></div><p></p><p>
If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant!</p><p></p><p>
As a member of the Truliant family, you will enjoy the following full time benefits:</p><ul><li>
No-cost employee Medical, dental, vision coverage</li><li>
Prescription benefits (including mail order)</li><li>
Paid holidays and Paid Time Off (PTO)</li><li>
401(k) plan with contribution matching</li><li>
Paid community involvement volunteers hours</li><li>
Paid group life Insurance</li><li>
Teammate loan discounts</li><li>
Tuition reimbursement</li><li>
Short and long-term disability</li><li>
Health &amp; Wellness program</li><li>
Teledoc (physician video conferencing)</li><li>
Onsite fitness facilities or health club reimbursement</li><li>
Employee Assistance Program (EAP)</li><li>
Medical flexible spending account</li><li>
Dependent care flexible spending account</li></ul></div>

Contact Center Representative

<div><p>Truliant&rsquo;s mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves.</p><p></p><p>
Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do.</p><p></p><div><b>
Purpose of the Job</b></div><div><div><div><div><div><div><div><div><div><p>
The Vice President Contact Center provides strategic and operational leadership for Truliant&rsquo;s omni‑channel contact center, with a strong focus on AI‑enabled member experience, digital engagement, and operational efficiency.</p><p></p><p>
This role is responsible for setting and executing the future‑state vision of the contact center across voice, web chat, email, and SMS, while ensuring an exceptional, consistent, and secure member experience. A key priority of this position is leading the adoption of artificial intelligence to enhance agent performance, improve member satisfaction, optimize capacity, and reduce cost to serve, while ensuring responsible, compliant, and transparent use of AI technologies.</p><p></p><p>
As a member of the Senior Management Team (SMT), the VP plays a critical role in advancing Truliant&rsquo;s mission of meeting the financial needs of its member‑owners through scalable, data‑driven, and technology‑enabled service delivery.</p><p></p><p><b>
Essential Functions and Responsibilities</b></p><ul><li><p>
Serves as a member of the Senior Management Team (SMT), contributing to enterprise strategy and long-term planning related to member experience, service delivery, and digital transformation.</p></li><li><p>
Defines and executes the contact center vision and roadmap, aligning people, process, technology, and data with overall member access and growth strategies.</p></li><li><p>
Establishes governance, policies, and performance frameworks to ensure regulatory compliance, operational resilience, data security, and ethical AI use.</p></li><li><p>
Leads the design, implementation, and optimization of AI capabilities, including virtual assistants, agent assist tools, intelligent routing, predictive analytics, and automation.</p></li><li><p>
Manages the transition from voice-first to digital-first member interactions while ensuring seamless escalation to live agents.</p></li><li><p>
Partners with IT, Digital, Data, Risk, and Compliance teams to deploy AI technologies that improve efficiency while maintaining trust and transparency.</p></li><li><p>
Defines and monitors success metrics for AI and operational performance, including containment, handle time, quality, productivity, and member satisfaction.</p></li><li><p>
Oversees day-to-day contact center operations across all channels, ensuring service levels, quality standards, and KPIs are consistently achieved.</p></li><li><p>
Drives performance across key metrics, including service level, member satisfaction, quality, productivity, attrition, digital adoption, first contact resolution, and cost to serve.</p></li><li><p>
Leverages analytics and insights to optimize staffing models, scheduling, workflows, and channel mix.</p></li><li><p>
Ensures a consistent, high-quality, bilingual (English/Spanish) member experience across all contact center touchpoints.</p></li><li><p>
Provides executive oversight of contact center platforms and partners, including Genesys Cloud CX and its AI and analytics capabilities.</p></li><li><p>
Manages vendor relationships, including evaluation, negotiation, and contract oversight to support scalability, innovation, and cost efficiency.</p></li><li><p>
Stays current on emerging technologies, AI trends, and best practices to continuously improve performance and member outcomes.</p></li><li><p>
Develops and manages the contact center budget, including operating expenses, technology investments, and vendor costs.</p></li><li><p>
Owns financial and operational performance, identifying risks, barriers, and opportunities while ensuring ROI and long-term sustainability.</p></li><li><p>
Builds and leads a high-performing leadership team, driving change management and successful adoption of new technologies and processes.</p></li><li><p>
Fosters a culture of continuous improvement, accountability, and member-centricity while overseeing workforce planning, hiring, performance management, and employee development.</p></li></ul><p></p><p><b>
Other Duties and Responsibilities</b></p><ul><li><p>
Perform additional duties and special projects as assigned.</p></li></ul><p></p><p><b>
Knowledge, Skills, and Abilities
</b></p><ul><li><p>Must have a sound understanding of standard concepts, practices, procedures, regulations, and compliance requirements within a member contact center environment, as well as services offered by the credit union.</p></li><li><p>
Must have knowledge of regulatory expectations related to member communications, data privacy, consumer protection, and operational risk.</p></li><li><p>
Must have the proven ability to balance exceptional member experience with operational performance and financial outcomes.</p></li><li><p>
Must be able to lead and motivate teams and foster a culture of accountability, engagement, and continuous improvement.</p></li><li><p>
Must have a deep understanding of modern contact center operations, omni‑channel service delivery, and digital member experience.</p></li><li><p>
Must have strong knowledge of web chat, conversational AI, virtual agents, agent assist tools, intelligent routing, analytics, and workflow automation.</p></li><li><p>
Must have the ability to apply technology effectively to financial products and service delivery to improve efficiency, scalability, and member outcomes.</p></li><li><p>
Must possess the ability to communicate, initiate, and lead change, maintaining a positive attitude while explaining and supporting organizational decisions, directions, and procedures.</p></li><li><p>
Must have strong project management and multi‑tasking skills, with the ability to manage multiple initiatives concurrently and meet time‑sensitive deadlines.</p></li><li><p>
Must be flexible and able to shift resources and priorities as business needs evolve.</p></li><li><p>
Must have excellent communication skills in English, both verbal and written.</p></li><li><p>
Must possess superior interpersonal skills and the ability to work effectively with diverse personalities at all organizational levels, including executive leadership and the Board of Directors.</p></li><li><p>
Must be tactful, mature, flexible, and compassionate leadership style.</p></li><li><p>
Must have strong financial acumen, including budgeting, forecasting, and ROI analysis.</p></li><li><p>
Must be resourceful, well organized, and detail‑oriented.</p></li><li><p>
Must have good reasoning abilities and sound judgment.</p></li><li><p>
Must have the ability to make recommendations and resolve problems using judgment consistent with standards, practices, policies, procedures, and applicable laws and regulations.</p></li><li><p>
Must be able to maintain confidentiality at all times.</p></li><li><p>
Should possess a strong commitment to providing excellent service to Truliant&rsquo;s members and employees.</p></li></ul><p></p><p><b>
Physical Requirements</b></p><ul><li><p>
Ability to work in a general office environment.</p></li><li><p>
Prolonged periods of sitting and computer use.</p></li><li><p>
Occasional standing, walking, bending, and lifting (up to 10 pounds).</p></li><li><p>
Moderate travel as required.</p></li></ul><p></p><p><b>
Education and Background</b></p><ul><li><p>
Bachelor&rsquo;s degree in Business, Finance, Technology, or a related field required; Master&rsquo;s degree or advanced degree preferred.</p></li><li><p>
Minimum of 7&ndash;10 years of progressive leadership experience in contact center, customer experience, or digital service environments.</p></li><li><p>
Prior senior leadership experience required.</p></li><li><p>
Must have experience with consultative sales management processes and practices.</p></li><li><p>
Must have demonstrated experience leading AI adoption or digital transformation in a contact center or customer experience environment.</p></li><li><p>
Must have a proven track record of product, process, or technology development and implementation.</p></li><li><p>
Experience with Genesys Cloud CX and related AI capabilities preferred</p></li><li><p>
Experience with AI‑enabled contact center platforms, digital channels, vendor management, and large‑scale transformation initiatives strongly preferred.</p></li></ul></div></div></div></div></div></div></div></div></div><p></p><p>
If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant!</p><p></p><p>
As a member of the Truliant family, you will enjoy the following full time benefits:</p><ul><li>
No-cost employee Medical, dental, vision coverage</li><li>
Prescription benefits (including mail order)</li><li>
Paid holidays and Paid Time Off (PTO)</li><li>
401(k) plan with contribution matching</li><li>
Paid community involvement volunteers hours</li><li>
Paid group life Insurance</li><li>
Teammate loan discounts</li><li>
Tuition reimbursement</li><li>
Short and long-term disability</li><li>
Health &amp; Wellness program</li><li>
Teledoc (physician video conferencing)</li><li>
Onsite fitness facilities or health club reimbursement</li><li>
Employee Assistance Program (EAP)</li><li>
Medical flexible spending account</li><li>
Dependent care flexible spending account</li></ul></div>

Vice President Contact Center

Join Truliant Federal Credit Union and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Truliant Federal Credit Union

About Company

Contact Center Representative

Vice President Contact Center