Virtual Member Consultant

Description

As a member-owned financial cooperative, we are passionate about providing personalized financial solutions where relationships matter and members of the community are treated with dignity and respect through virtual branch interactions. 

Duties and Responsibilities:

The following duties are normal for this position. These are not to be construed as exclusive or all-inclusive. Other duties will be required and assigned.

• Adapts readily to change and lead by example
• Assists members through video and over the phone in a courteous and professional manner
• Presents a positive image of the credit union through a professional appearance and courteous attitude
• Maintains consistent and effective communication with members
• Actively educates, refers, and cross-sells credit union products and services through video and phone interactions
• Turns member questions into opportunities by listening for immediate and hidden needs, educating the member on the products and services that can add value to their financial life
• Completes new account and existing maintenance accurately, following policies and procedures
• Completes all new account and existing account maintenance follow-up accurately and in a timely manner
• Opens and maintains fiduciary accounts, IRA accounts, and process IRA related transactions, e.g. distributions, contributions, rollovers, required minimum distributions
• Maintains a comprehensive knowledge of department procedures and audit requirements
• Makes corrections and refunds on accounts when necessary
• Cultivates relationships with department and branch personnel to develop a team atmosphere  
• Maintains a knowledge base and willingness to provide back-up support as needed can perform basic Senior Contact Center Consultant functions
• Maintains confidentiality in all credit union and member matters, adhering to compliance and regulation standards

Qualifications

Qualifications and Education:

• Knowledge of customer service principles and practices
• Self-motivated and able to work independently
• Proficient in relevant computer applications
• Good data entry and typing skills
• Professional verbal and written communication skills
• Excellent listening skills and attention to detail

Salary : $20 - $30