Financial Solutions Advisor - Call Center Sales

Chartway Credit Union; Tooele (UT); On-site; USD 29,000 - 30,000; Full time

Job summary

Chartway Federal Credit Union in Tooele, UT or Virginia Beach, VA is seeking a Financial Solutions Specialist for its fast-paced call center. You will handle member inquiries via telephone, email, and chat, delivering exceptional service while meeting sales and funding goals.

The role requires 2–3 years in sales and customer service within a financial setting, with some college preferred and high school diploma acceptable. Competitive pay and comprehensive benefits are offered.

Qualifications

• Education: Some college preferred; high school diploma or GED acceptable.
• Experience: 2–3 years of sales and customer service in a financial institution contact/call center environment.

Responsibilities

• Deliver exceptional member experiences across phone, email, and chat.
• Achieve assigned sales goals and cross-sell products.
• Provide accurate information on credit union products and services.
• Ensure security and risk controls during member interactions.
• Resolve member inquiries on loans, accounts, and applications.

Skills

Organizational skills

Verbal communication

Written communication

Financial literacy guidance

Active listening

Problem solving

Multi-channel communication

Time management

Education

High school diploma or GED

Some college preferred

Job description

Chartway Federal Credit Union in Tooele, UT or Virginia Beach, VA is seeking a Financial Solutions Specialist for its fast-paced call center. You will handle member inquiries via telephone, email, and chat, delivering exceptional service while meeting sales and funding goals.

The role requires 2–3 years in sales and customer service within a financial setting, with some college preferred and high school diploma acceptable. Competitive pay and comprehensive benefits are offered.