Call Center - Virtual Member Experience Advisor - Financial Account Specialist

Only for registered members

Philadelphia (Philadelphia County)

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

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Your role

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Your profile

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Benefits

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sed quia consequuntur magni dolores eos qui ratione voluptatem sequi nesciunt.
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