What are the responsibilities and job description for the Remote Financial Account Specialist - Virtual Member Experience Advisor - Call Center position at Get It - Real Estate?
Job Title: Virtual Member Experience Advisor
Location: Northeast Philadelphia (Remote/Video-Based)
We are thrilled to introduce an exciting opportunity for a Virtual Member Experience Advisor! This position is ideal for individuals who are dedicated to delivering outstanding service while enhancing the member experience in a professional and approachable manner.
As a Virtual Member Experience Advisor, you will interact with both members and prospective members through video and remote channels, providing consultative assistance to cater to their financial needs. Your expertise will play a pivotal role in cultivating a positive and memorable experience for our members.
Key Responsibilities
We are committed to fostering your success and will provide the necessary resources for your professional development, including pathways for advancement within the organization.
Compensation And Benefits
We offer a competitive salary commensurate with experience, alongside a comprehensive benefits package that includes paid time off, health benefits, a 401(k) plan with a generous company match, and ample opportunities for professional growth.
Join us in creating a positive and environmentally friendly workplace for all employees! Apply today!
Employment Type: Full-Time
Location: Northeast Philadelphia (Remote/Video-Based)
We are thrilled to introduce an exciting opportunity for a Virtual Member Experience Advisor! This position is ideal for individuals who are dedicated to delivering outstanding service while enhancing the member experience in a professional and approachable manner.
As a Virtual Member Experience Advisor, you will interact with both members and prospective members through video and remote channels, providing consultative assistance to cater to their financial needs. Your expertise will play a pivotal role in cultivating a positive and memorable experience for our members.
Key Responsibilities
- Serve as a subject matter expert on all deposit and loan products and services.
- Offer guidance on electronic and mobile solutions, such as Online/Mobile Teller, Bill Payer, Quick Pay, and e-Pay.
- Act as a financial consultant, leveraging your knowledge to identify and address both recognized and unrecognized member needs.
- Oversee lead generation requests via our customer relationship management (CRM) system and additional platforms.
- Facilitate the opening of new accounts, including certificates of deposit, money market accounts, and IRAs, ensuring precise completion of all necessary documentation.
- Process loan applications, discuss options with members, prepare relevant documentation, and guarantee a seamless loan disbursement process.
- Assist members with account maintenance inquiries, including check orders and debit card questions.
- Educate members on self-service technology and tools to improve their banking experience.
- Utilize sales tracking systems and member data programs to assess engagement and pinpoint areas for improvement.
- Conduct transactions for members through multiple channels, including video, phone, and mail.
- Compile reports and assist with data collection as required.
- Achieve and surpass targets related to loan closures, new memberships, and e-service utilization.
- Clearly articulate the features and advantages of our products and services to assist members in realizing their financial objectives.
- Interview loan applicants and process their applications using our automated loan approval system.
- Uphold confidentiality concerning all member and employee-related information.
- Provide assistance to colleagues in other Contact Center advisor roles when necessary.
- Commit to ongoing personal development to ensure efficient service delivery.
- 3 to 5 years of relevant experience, including at least 1 year in a call center setting within a credit union or financial institution.
- An Associate’s Degree in Business Administration or a related field, or equivalent experience.
- Flexibility to work during Call Center operating hours: Monday-Friday from 7:00 a.m. to 7:00 p.m., and rotating Saturdays from 9:00 a.m. to 3:00 p.m.
- FICEP certification (to be obtained post-hire).
- Strong comprehension of credit union products and services, coupled with a keen willingness to learn.
- Familiarity with Data Verity, Better Lobby, Meridian Link, and Symitar is advantageous.
- Comprehensive knowledge of lending products, deposit offerings, electronic services, and interest rates.
We are committed to fostering your success and will provide the necessary resources for your professional development, including pathways for advancement within the organization.
Compensation And Benefits
We offer a competitive salary commensurate with experience, alongside a comprehensive benefits package that includes paid time off, health benefits, a 401(k) plan with a generous company match, and ample opportunities for professional growth.
Join us in creating a positive and environmentally friendly workplace for all employees! Apply today!
Employment Type: Full-Time
