Remote Digital Banking Support Specialist

Heritage Family Credit Union; Rutland (VT); Hybrid; USD 30,000 - 42,000; Full time

Benefits offered by this job

PTO

Medical benefits

Training opportunities

Volunteer time

Gym/hobby reimbursements

Fresh local foods reimbursement

Job summary

Heritage Family Credit Union is hiring a Digital Services Representative I to deliver outstanding member experience via video banking, chat, and online support. You will resolve inquiries, process transactions, and perform account maintenance while promoting digital products.

Open new accounts, assist with online/mobile tools, and tailor recommendations to members' needs. This hybrid role emphasizes relationship-building, cross-selling, and achieving service metrics in a dynamic environment.

Qualifications

• Customer service experience required or preferred.
• Proactive problem-solver in a fast-paced environment.
• Tech-savvy with ability to learn and promote financial digital services.

Responsibilities

• Answer video calls, chats, and e-service inquiries promptly and professionally.
• Open new accounts and guide customers through digital banking tools.
• Educate members on products and services and meet performance goals.
• Maintain accurate records of member interactions in CRM.

Skills

Customer service

Video calls

Digital banking tools

Communication skills

CRM software

Education

High school diploma or equivalent

Tools

CRM software

Video banking platforms

Online chat tools

Job description

Heritage Family Credit Union is hiring a Digital Services Representative I to deliver outstanding member experience via video banking, chat, and online support. You will resolve inquiries, process transactions, and perform account maintenance while promoting digital products.

Open new accounts, assist with online/mobile tools, and tailor recommendations to members' needs. This hybrid role emphasizes relationship-building, cross-selling, and achieving service metrics in a dynamic environment.