Financial Solutions Advisor — Member Services & Sales

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

Job summary

Chartway Federal Credit Union is seeking a Financial Solutions Specialist in Virginia Beach, VA or Tooele, UT. The role involves fast-paced call center service, multi-channel member interactions, and achieving sales goals while delivering quality financial guidance.

We value respect, integrity, and a diverse, inclusive workspace. The job offers a competitive hourly rate, with compensation based on experience and internal equity, and requires good credit history for consideration.

Qualifications

• Two to three years of sales and customer service in a financial institution contact/call center.
• Superior verbal and written communication skills.
• Ability to educate members through the membership, account and loan application process.

Responsibilities

• Deliver an exceptional member experience as measured by the credit union’s standards.
• Provide service via telephone, emails and chat.
• Meet or exceed a pro-rata portion of assigned sales goals.
• Identify opportunities to sell credit union products and services.
• Ensure compliance with verification processes and transaction guidelines.
• Handle complex financial transactions and provide financial guidance to members.

Skills

Sales & customer service

Education

Some college preferred; high school/GED acceptable

Job description

Chartway Federal Credit Union is seeking a Financial Solutions Specialist in Virginia Beach, VA or Tooele, UT. The role involves fast-paced call center service, multi-channel member interactions, and achieving sales goals while delivering quality financial guidance.

We value respect, integrity, and a diverse, inclusive workspace. The job offers a competitive hourly rate, with compensation based on experience and internal equity, and requires good credit history for consideration.