Front Desk

For more than 40 years, we have partnered with many of Canada’s leading credit unions. You can trust our team of long-tenured, experienced professionals to deliver an exceptional member experience while you focus on managing and growing funds under membership.

UPLevel Front Desk

Every member should feel special. You want to give them your undivided attention, but that can be a challenge when your team is tasked with supporting both in-branch visitors and “virtual” visitors who reach out to you by phone or the web.

Imagine having the ability to focus your undivided attention on your in-branch visitors knowing that your virtual visitors are being well taken care of.

Imagine a world where your physical branch visitors know they are your team’s total focus for the time they are in the branch.  Imagine where the virtual visitors – the members calling in, using the web and apps – know they are also a priority and can reach out for uninterrupted, responsive help totally aligned with your brand at any time – a true focus rather than an interruption.  Some Credit Unions have decided creating two experiences in parallel is a BIG differentiator. They focus on all of the action and opportunities in the branch – they focus on growth and Member experience and focused tasks that move the Credit Union forward.  And they trust the virtual visitors to our dedicated team who builds the best relationships by phone or text or help desk interactions. No waiting, no interruptions, dedicated virtual member experience seamlessly delivered by your outsourced team at UPLevel. Your members hear and feel only the best of your brand.

UPLevel Front Desk has a specialized Credit Union team – we’ve supported Credit Unions for over 40 years – and we know how to create the ultimate Member Experience. Our dedicated team of specialized Credit Union specialists have an average tenure of over 10 years and are trained to provide exceptional service on every call, because we understand how important each call and contact is to your Credit Union community – one conversation at a time.

Credit Union Solutions

  • After hours support
  • Credit card winback campaigns
  • Call overflow
  • Call transfers
  • Card activations
  • Member contact updates
  • Event registration
  • Help desk
  • Membership acquisition
  • Message handling
  • Warm welcome campaigns

And more!

We look forward to building a long-term partnership with you.

UPLevel Front Desk Provides Freedom and Focus

UPLevel creates an excellent Member experience for us handling all of our virtual visitors with care and professionalism.  From IT Help Desk support to Member telephone inquiries of all kinds, UPLevel treats our members like their own – promoting our brand and helping us create a culture that differentiates us and creates loyalty.  Our Board, staff and our members have remarked on the friendly and capable member care they receive through our new arrangement.  We recommend UPLevel to any Credit Union – their call center support is truly exceptional.”

– the energy credit union

reception contact mgmt
engaged intake
backup burst reception
appointment scheduling
order processing
leadcollection
tech support
satisfaction surveys
and more

Contact us today to discuss the solution that’s right for you!

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