Financial Solutions Specialist: High-Energy Call Center Sales

Chartway Credit Union; Virginia Beach (VA); On-site; USD 30,000 - 32,000; Full time

Job summary

Chartway Federal Credit Union in Virginia Beach, VA or Tooele, UT is seeking a Financial Solutions Specialist to deliver outstanding member experiences by phone, email or chat. This full-time role reports to the Member Solutions Center Manager and emphasizes first-call resolution and sales goals.

You will help members with credit union products, process complex transactions, and educate on financial literacy while upholding security standards and integrity in a fast-paced environment.

Qualifications

• 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.

Responsibilities

• Provide exceptional service experiences via telephone, email or chat.
• Deliver first call resolution and meet sales/service objectives.
• Identify opportunities to sell credit union products; meet/exceed sales goals.
• Process various complex financial transactions; educate members on basic financial literacy and Chartway products.
• Protect members and credit union from fraud or loss.

Skills

Customer service

Communication skills

Sales ability

Problem solving

Multichannel communication

Financial product knowledge

Education

Some college

GED acceptable

Job description

Chartway Federal Credit Union in Virginia Beach, VA or Tooele, UT is seeking a Financial Solutions Specialist to deliver outstanding member experiences by phone, email or chat. This full-time role reports to the Member Solutions Center Manager and emphasizes first-call resolution and sales goals.

You will help members with credit union products, process complex transactions, and educate on financial literacy while upholding security standards and integrity in a fast-paced environment.