Financial Solutions Specialist (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

Job Title: Financial Solutions Specialist

Job Type: Full-Time

Department Hours: Monday – Friday 8:30 AM – 7:30 PM; Saturday 9:00 AM – 3:00 PM

Location: Virginia Beach, VA or Tooele, Utah

Hiring Range: $21 - $22 per hour

(Higher compensation may be considered based on experience, qualifications, and internal equity)

All of us at Chartway stand united in our strong culture of listening and learning. We treat people with respect, integrity, and kindness, and are committed to continuously developing a diverse and inclusive workplace where team members are empowered to be their authentic selves. All backgrounds, viewpoints, and life experiences are welcome, knowing this commitment strengthens our credit union family and communities.

The Financial Solutions Specialist reports to the Member Solutions Center Manager, and is responsible for providing exceptional service experiences in a fast paced call center environment. Team members are accountable for first call resolution by accurately resolving member inquires through the extension of credit union product and service solutions. All experiences delivered should positively contribute to the channels achievement of sales and service performance objectives. Specialist may interact with members by telephone, email or chat.

Responsible And Accountable For

• Consistently delivering an exceptional member experience as measured by the credit union
• Responsibilities include delivering energetic service through multiple media types; telephone, emails and chat.
• Producing a pro-rata portion of assigned sales goals
• Demonstrating the ability to optimize member contacts by meeting immediate need and uncovering additional opportunities to serve the member
• Utilizing “available” time efficiently, consistently maintaining low “work” and “unavailable” percentages while meeting interaction performance standards Complying with all member verification processes and transaction processing guidelines to mitigate risk and protect the member and the credit union for fraud or loss.
• Sales and service responsibilities include identifying opportunities to sell credit union products; meeting/exceeding aggressive sales, cross-sell and funding goals; providing prompt, accurate and courteous responses to members; making financial recommendations; processing various complex financial transactions; effectively educating members basic financial literacy components and Chartway’s products and services.

Knowledge, Skills And Abilities

• Possess superior organizational skills that enable accurate and efficient service and sales experiences.
• Possess superior verbal and written communication skills.
• Possess the knowledge required to educate and guide members through the membership, account and loan application process up to and including closing.
• Possess excellent listening and communication skills.
• Self-motivated to meet aggressive sales goals and manage competing priorities.
• Ability to act as a problem solver, information provider and liaison between members and various internal departments.
• Ability to work in a fast paced, ever changing environment.
• Ability to effectively move between communication tools-telephone, email and chat- as demand presents.
• Demonstrate strong work ethic that supports organizational values and demands the highest standard of conduct from self and others.

Education And Experience

• Education: Some college preferred but high school education or equivalent GED acceptable.
• Experience: Two to three years of sales and customer service preferably in a financial institution contact/call center environment.

Chartway offers a competitive salary and a comprehensive benefits package. Candidates must have a good credit history for consideration. Salary requirements must be included and resumes must be accompanied by a Chartway Employment Application for consideration.

Chartway Federal Credit Union is an EOE/M/F/ Disability/Vet Employer.

If a reasonable accommodation is needed for the job interview process, please contact our Talent Acquisition Team at 1-877-319-4818 extension 74862 or email us at [e-mail].