Video Banking Specialist - Member-Centric Growth & Sales

Chartway Credit Union; Virginia Beach (VA); On-site; USD 29,000 - 30,000; Full time

Job summary

Chartway Credit Union in Virginia Beach is seeking an Interactive Specialist (Video Personal Banker) to deliver engaging virtual service via the Video Banking platform. You will handle deposits, loans, and new accounts while meeting member needs with courtesy and financial guidance.

The role emphasizes first-call resolution, cross-selling opportunities, and timely execution of transactions in a fast-paced video center environment.

Qualifications

• Three to five years of financial services experience that include support or branch operations roles.
• Proven track record of progressed responsibility.

Responsibilities

• Provide engaging member-centric service to members virtually via Video Banking Solution
• Professionally provide first call resolution by assisting members and potential members with requests; answer questions about products and services including loan products; recommend products that will benefit the member.
• Producing a pro-rata portion of assigned sales goals
• Demonstrating the ability to optimize member contacts by meeting immediate need and uncovering additional opportunities to serve the member
• Utilizing “available” time efficiently, consistently maintaining low “work” and “unavailable” percentages while meeting interaction performance standards
• Complying with all member verification processes and transaction processing guidelines to mitigate risk and protect the member and the credit union for fraud or loss
• Sales and service responsibilities include identifying opportunities to sell credit union products; meeting/exceeding aggressive sales, cross-sell and funding goals; providing prompt, accurate and courteous responses to members; making financial recommendations; processing various complex financial transactions; effectively educating members basic financial literacy components and Chartway’s products and services
• Processing transactions using Video Banking solution - deposits, withdrawals, loan payments, opening accounts, loan applications, etc.
• Building relationships with members
• Problem solving issues that may occur with software
• Provides timely, accurate and energetic support to members
• Responds to internal and external requests via telephone, email, fax or written correspondence relating to products, policies, procedures and credit union services
• Review and monitor e-Funds alerts for possible fraudulent activity, research reinvestigation requests and correct discrepancies
• Deliver an exceptional member experience through ITM technology. The experience will include accurate and efficient transaction processing and friendly and professional service delivery.

Skills

Customer service

Sales

Communication

Problem solving

Relationship building

Tools

Video Banking platform

Direct Teller Machines

Job description

Chartway Credit Union in Virginia Beach is seeking an Interactive Specialist (Video Personal Banker) to deliver engaging virtual service via the Video Banking platform. You will handle deposits, loans, and new accounts while meeting member needs with courtesy and financial guidance.

The role emphasizes first-call resolution, cross-selling opportunities, and timely execution of transactions in a fast-paced video center environment.