Member Services & Cross-Sell Agent (Call Center)

Socket.dev; Roanoke (VA); On-site; USD 36,000 - 50,000; Full time

Job summary

Socket.dev in Roanoke, VA is seeking a Contact Center Account Consultant I to answer member inquiries about deposit and loan accounts and promote credit union products. This on-site role requires clear communication and the ability to work in a fast-paced call center.

The candidate will educate members, process transfers and payments by phone, and help with direct deposit and payroll deductions. Excellent service and strict confidentiality are essential.

Qualifications

• High school diploma required; business courses preferred.
• Strong numerical and name handling with accuracy.
• Excellent verbal and written communication with members.
• Able to work under pressure in a call center environment.
• Proven track record of delivering excellent customer service.

Responsibilities

• Answer telephone inquiries regarding deposit and loan accounts.
• Promote credit union products and services to members.
• Inform, educate, and advise members on available options.
• Process transfers, withdrawals, loan payments and card payments by phone.
• Help members with payroll deductions, direct deposit, and inquiries.
• Cross-sell products while meeting department goals and policies.
• Maintain confidentiality and comply with risk management policies.

Skills

Computer skills

Attention to detail

Communication skills

Stress tolerance

Customer service

Education

High school diploma

Business courses

Job description

Socket.dev in Roanoke, VA is seeking a Contact Center Account Consultant I to answer member inquiries about deposit and loan accounts and promote credit union products. This on-site role requires clear communication and the ability to work in a fast-paced call center.

The candidate will educate members, process transfers and payments by phone, and help with direct deposit and payroll deductions. Excellent service and strict confidentiality are essential.