Member Solutions Specialist I

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

Job summary

Chartway Credit Union in Virginia Beach is seeking a Financial Solutions Representative I to deliver exceptional service in a fast-paced call center environment.

You will assist members with eligibility, account transactions, online banking, and product education while aiming to meet referral goals. Hybrid work is possible based on skillset, with a requirement for a high school diploma and 1 year of retail or customer service experience.

Qualifications

• Education: High school diploma or GED.
• Experience: One year retail or customer service, preferably in a call center.
• Strong verbal and written communication skills.

Responsibilities

• Take inbound calls for general servicing inquiries across accounts.
• Cross-sell credit union products to meet referral goals.
• Update member and account information as needed.
• Maintain service levels in a high-volume call center.
• Assist with online banking support and account maintenance requests.
• Comply with Bank Secrecy Act recordkeeping requirements.

Skills

Customer service

Communication

Problem solving

Cross-selling

Organization

Education

High school diploma or GED

Job description

Chartway Credit Union in Virginia Beach is seeking a Financial Solutions Representative I to deliver exceptional service in a fast-paced call center environment.

You will assist members with eligibility, account transactions, online banking, and product education while aiming to meet referral goals. Hybrid work is possible based on skillset, with a requirement for a high school diploma and 1 year of retail or customer service experience.