Virtual Banker

Jobtailor; Phoenix (AZ); On-site; USD 40,000 - 55,000; Full time

Job summary

Jobtailor is seeking a Member Care professional in a call center environment to handle loan origination and deposit account needs for members. The role includes handling inbound calls, chats, and online applications, with daily outbound outreach to grow membership and cross-sell products.

Qualifications include a high school diploma or GED, 3–5 years of customer service experience in financial services, and strong written and verbal communication with excellent telephone etiquette.

Qualifications

• 3 to 5 years of related experience in customer service.
• High School Diploma or GED required; some college preferred.
• Strong professional written/verbal communication skills and telephone etiquette.

Responsibilities

• Respond to incoming calls, chats, online applications, or applications from branches from members interested in consumer loans.
• Make daily outbound lead calls to bring in new members and cross-sell products and services.
• Develop a pipeline of consumer loans and deposit accounts to manage through funding.
• Partner closely with Member Care associates, Mortgage Loan Originators and back-office support staff.

Skills

Customer service experience

Written communication

Verbal communication

Multitasking

Telephone etiquette

Passion for people

Innovation

Growth mindset

Education

High School Diploma or GED

Some college

Job description

• This position will work in a call center environment dedicated to meeting our members' loan origination and deposit account needs.
• Respond to incoming calls, chats, online applications, or applications from our branches from members who are interested in applying for consumer loans.
• Make daily outbound leads calls to bring in new members and cross-sell additional products and services.
• Develop a pipeline of consumer loans and deposit accounts that they will manage through funding.
• Partner closely with other Member Care associates, Mortgage Loan Originators and back-office support staff.

Requirements

• High School Diploma or GED Required
• Some college preferred.
• 3 to 5 years of similar or related experience. Customer service experience, preferably in financial institution and/or call center.
• Strong professional written/verbal communication skills, multitasking ability, and telephone etiquette. (High proficiency)
• A passion for people, innovation, and growth.

Core Competencies

Demonstrates expertise in consumer loan origination and deposit account management while providing exceptional customer service in a call center environment. Strong communication skills and the ability to multitask are essential for effectively managing member interactions and cross-selling products.

Highest-signal resume keywords

• Consumer Loan Origination
• Deposit Account Management
• Customer Service Experience
• Professional Communication Skills
• Multitasking Ability

ATS Optimization Keywords

Soft Skills

• Written Communication
• Verbal Communication
• Telephone Etiquette
• Passion for People
• Innovation

Certifications & Qualifications

• High School Diploma
• GED

Industry Keywords

• Call Center Environment
• Financial Institution
• Member Care
• Outbound Calls
• Cross-Selling