EN
Virtual Member Experience Advisor & Financial Account Specialist
Only for registered members
Remote
USD 40,000 - 70,000
Full time
30+ days ago
Job summary
An established industry player is seeking a Virtual Member Experience Advisor to enhance member interactions through remote and video channels. This role involves providing expert guidance on financial products, processing loans, and ensuring a premier level of service. The ideal candidate will have a background in customer service within a financial institution, with a strong understanding of credit union offerings. Join a forward-thinking organization that values professional growth and offers a competitive salary along with a comprehensive benefits package, including health benefits and a 401(k) plan. This is a fantastic opportunity to make a significant impact on member experiences.
Benefits
Paid Time Off
Health Benefits
401(k) with Company Match
Professional Development Opportunities
Qualifications
- 3-5 years of experience in a call center, preferably in a credit union.
- Must have an Associate's Degree or equivalent experience.
Responsibilities
- Provide exceptional service to members through video and remote interactions.
- Process loans and assist members with financial solutions and account maintenance.
Skills
Customer Service
Financial Consulting
Lead Generation
Loan Processing
Sales Tracking
Self-Service Technology Assistance
Education
Associate's Degree in Business Administration
Equivalent Experience
Tools
Data Verity
Better Lobby
Meridian Link
Symitar
Job description