Financial Solutions Specialist I | Hybrid Role & Growth

Chartway Federal Credit Union; Virginia (MN); Hybrid; USD 28,000 - 29,000; Full time

Job summary

Chartway Federal Credit Union is hiring a Financial Solutions Representative I to handle inbound member inquiries and promote products. The role supports hybrid work arrangements based on skillset and position tenure, with locations in Virginia Beach, VA, Houston, TX and Tooele, UT.

Ideal candidates have strong communication, problem-solving abilities and a solid knowledge of credit union products to assist members and drive referrals. The position offers a competitive salary and benefits.

Qualifications

• High school diploma or GED.
• 1 year retail or customer service, preferably in a call center.

Responsibilities

• Take inbound calls from members and non-members for servicing inquiries.
• Cross-sell credit union products to achieve referral goals.
• Update member and account information as needed.
• Maintain service levels in a high-volume call center environment.
• Comply with Bank Secrecy Act record-keeping for funds transfers.

Skills

Customer service orientation

Communication skills

Credit union knowledge

Problem solving

Cross-selling

Bank Secrecy Act awareness

Education

High school diploma or GED

Job description

Chartway Federal Credit Union is hiring a Financial Solutions Representative I to handle inbound member inquiries and promote products. The role supports hybrid work arrangements based on skillset and position tenure, with locations in Virginia Beach, VA, Houston, TX and Tooele, UT.

Ideal candidates have strong communication, problem-solving abilities and a solid knowledge of credit union products to assist members and drive referrals. The position offers a competitive salary and benefits.