Financial Solutions Specialist for Call Center Sales

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

Benefits offered by this job

Competitive salary

Comprehensive benefits

Job summary

Chartway Federal Credit Union is seeking a Financial Solutions Specialist to provide exceptional member service in a fast-paced call center, supporting callers via phone, email, and chat at locations in Virginia Beach, VA or Tooele, Utah.

The role emphasizes achieving sales and service goals, resolving inquiries, educating members on Chartway’s products, and maintaining high quality and compliance while helping members with credit union solutions.

Qualifications

• 2–3 years sales and customer service in a financial call center

Responsibilities

• 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; educating members basic financial literacy components and Chartway’s products and services.

Skills

Sales experience

Customer service

Product knowledge

Communication skills

Multichannel support

Education

Some college

GED acceptable

Job description

Chartway Federal Credit Union is seeking a Financial Solutions Specialist to provide exceptional member service in a fast-paced call center, supporting callers via phone, email, and chat at locations in Virginia Beach, VA or Tooele, Utah.

The role emphasizes achieving sales and service goals, resolving inquiries, educating members on Chartway’s products, and maintaining high quality and compliance while helping members with credit union solutions.