Virtual Banking Specialist I

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

Benefits offered by this job

Paid time off

Medical, dental, and vision benefits

401k match

Volunteer time

Gym/hobby/food reimbursements

Job summary

Heritage Family Credit Union in Vermont seeks a Digital Services Representative I to assist members via video banking, chat, and online support. You will answer questions, open accounts, process transactions, and provide one-call solutions to resolve inquiries remotely.

As a member-focused communicator with strong tech skills, you’ll promote digital services and financial products, build trusted relationships, and help members succeed by delivering personalized solutions with accuracy and care.

Qualifications

• Customer service experience and strong communication skills (phone, video, and written).
• Tech-savvy with ability to learn and promote digital financial products and services.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Deliver virtual member service via video calls, chat, and online channels; resolve inquiries and process transactions.
• Guide members through digital banking; assist with online/mobile tools and account setup.
• Build relationships and promote credit union products and services through personalized recommendations.

Skills

Customer service

Video calls

Written communication

Digital banking

Cross-selling

Tools

CRM software

Job description

Heritage Family Credit Union in Vermont seeks a Digital Services Representative I to assist members via video banking, chat, and online support. You will answer questions, open accounts, process transactions, and provide one-call solutions to resolve inquiries remotely.

As a member-focused communicator with strong tech skills, you’ll promote digital services and financial products, build trusted relationships, and help members succeed by delivering personalized solutions with accuracy and care.