Financial Solutions Specialist: Service & Sales

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

Job summary

Chartway Federal Credit Union seeks a Financial Solutions Specialist to deliver outstanding service in a fast-paced call center. This full-time role uses phone, email, and chat to assist members, resolve inquiries, and cross-sell credit union products.

Ideal candidates have 2–3 years in financial services customer support, with high regard for accuracy and rapid problem solving. Requires some college; benefits and a competitive salary are offered.

Qualifications

• Education: Some college preferred; but high school education or GED acceptable.
• Experience: 2–3 years of sales and customer service in a financial institution call center.

Responsibilities

• Deliver exceptional member experiences via phone, email, and chat.
• Aim for first call resolution and meet or exceed sales/service targets.
• Process complex financial transactions and recommend chartsway products.
• Educate members on memberships, accounts, and loan processes.

Skills

Sales

Customer service

Communication

Problem solving

Multi-channel support

Organization

Education

Some college preferred; high school diploma acceptable

Job description

Chartway Federal Credit Union seeks a Financial Solutions Specialist to deliver outstanding service in a fast-paced call center. This full-time role uses phone, email, and chat to assist members, resolve inquiries, and cross-sell credit union products.

Ideal candidates have 2–3 years in financial services customer support, with high regard for accuracy and rapid problem solving. Requires some college; benefits and a competitive salary are offered.