Online Account Growth Specialist

Neighborhood Credit Union; Dallas (TX); On-site; USD 40,000 - 65,000; Full time

Job summary

Neighborhood Credit Union is seeking Online Account Sales Officers to support new member and account applications through online and mobile channels while aiming to meet production goals.

You will cultivate relationships, cross-sell products, and provide excellent service via chat, email, and phone, ensuring policy compliance and fraud prevention.

This role emphasizes teamwork and professional conduct, coordinating with staff to build community financial relationships in our network.

Qualifications

• Open new savings, checking, CDs, club accounts with accuracy.
• Solicit online through chat, email, and phone.
• Meet or exceed monthly production goals.
• Provide excellent service and problem resolution to members.

Responsibilities

• Assist with online account openings and maintenance.
• Cross-sell products and educate members online.
• Cultivate professional relationships with members and merchants.
• Coordinate with Neighborhood Credit Union staff and management.
• Support member services via email, phone, or chat.
• Maintain knowledge of products and policies including fraud prevention.

Skills

Cross-selling

Customer service

Communication via chat,email,phone

Team collaboration

Job description

Neighborhood Credit Union is seeking Online Account Sales Officers to support new member and account applications through online and mobile channels while aiming to meet production goals.

You will cultivate relationships, cross-sell products, and provide excellent service via chat, email, and phone, ensuring policy compliance and fraud prevention.

This role emphasizes teamwork and professional conduct, coordinating with staff to build community financial relationships in our network.