Remote Virtual Branch Services Representative

KEMBA Financial Credit Union Inc.; North Carolina; On-site; USD 34,000 - 42,000; Full time

Job summary

KEMBA Financial Credit Union in North Carolina is seeking a Virtual Branch Services Representative to deliver sales and service support for member activity across calls, email, and online requests. You will open accounts, document issues, and strive to resolve them with accuracy.

This non-exempt role focuses on compliant service, cross-selling when appropriate, and supporting MSRs and lending staff. Strong communication and organization are essential, with a commitment to excellent member

Qualifications

• High school diploma or equivalent education and experience
• Prior experience in a customer service role
• Strong organizational skills and attention to detail
• Must value a high degree of accuracy and speed
• Professional demeanor and ability to be “On Stage” for extended periods maintaining a positive attitude
• Effective verbal and written communication skills
• Must be able to easily adapt to quick changes in pace or workload

Responsibilities

• Professionally service Member activity associated with loan and deposit services: Provide accurate information for all products and services, as well as the status of all Member accounts
• Open new membership and deposit accounts
• Assume primary ownership over all Member issues by accurately documenting, researching, and resolving or escalating Member issues associated with any product or service
• Cross-sell alternative or additional services where they best fit the Member’s needs
• Provide basic financial services advice to Members that promotes their financial well-being
• Provide a superior level of support for all MSRs and lending staff: Assist in the development of competitive and/or Member information that will support sales initiatives
• Act as liaison for MSRs and lending staff as needed to ensure timely and quality Member service
• Assist other MSRs and lending staff based on work requirements
• Meet or exceed all service and productivity goals established for this position
• Maintain an up to date status of all sales support and processing activity with routine reporting to management
• Perform all duties in a manner that is 100% compliant with KEMBA policy and procedures
• Develops an understanding of Credit Union history, philosophy, organization, policies, and operational procedures
• On a self-directed basis, continue to improve individual level of competency through training and certification on established educational programs
• Must be able to relate to other people beyond giving and receiving instructions: Can get along with coworkers or peers without exhibiting behavioral extremes
• Perform work activities requiring negotiating, instructing, supervising, persuading, or speaking with others
• Respond appropriately to criticism from a supervisor
• Performs other duties as required by management

Skills

Customer service

Communication

Time management

Adaptability

Teamwork

Multitasking

Education

High school diploma

Job description

KEMBA Financial Credit Union in North Carolina is seeking a Virtual Branch Services Representative to deliver sales and service support for member activity across calls, email, and online requests. You will open accounts, document issues, and strive to resolve them with accuracy.

This non-exempt role focuses on compliant service, cross-selling when appropriate, and supporting MSRs and lending staff. Strong communication and organization are essential, with a commitment to excellent member