Virtual Branch Representative Part-time

Bridgeway Credit Union; Albany (GA); On-site; USD 38,000 - 54,000; Full time

Job summary

Bridgeway Credit Union in Albany, GA is seeking a Virtual Branch Representative to deliver warm, expert service across phone, email, chat, and text. You’ll identify member needs, cross-sell appropriate products, and guide members through account openings, loans, and digital services with confidence.

Join a collaborative team that values service excellence, growth, and shared success while maintaining on-site work at our Albany location.

Qualifications

• You’ll be a great fit if you bring a high school diploma or GED and 3+ years of customer service experience, ideally with sales or financial services exposure.
• Strong communication skills and a genuine desire to help, and sell, by understanding member needs.
• Confidence using computers and systems, including Microsoft Word and Excel, with the ability to quickly learn new platforms.
• A results-driven mindset: you enjoy meeting goals, offering solutions, and contributing to team success.
• Flexibility to work assigned schedules based on business needs.

Responsibilities

• Deliver exceptional member experiences through phone, email, chat, and text, making every interaction welcoming, professional, and efficient.
• Proactively identify, recommend, and cross-sell credit union products and services that best fit each member’s needs. Your conversations matter, and they help our members thrive!
• Open and close accounts, process loan applications, order cards, complete stop payments, and support members with share accounts, IRAs, e-statements, and more.
• Assist members with basic loan questions and remote access tools, helping them feel confident using digital services.
• Handle incoming calls, emails, chats, and texts with accuracy and urgency, responding to emails within 24 hours and chats/texts within 5 minutes.
• Research and resolve member questions or concerns, ensuring thoughtful follow-up and complete satisfaction.
• Continuously build your product knowledge so you can confidently offer solutions and contribute to the organization’s growth.
• Represent our Credit Union’s Vision, Mission, and Core Values in everything you do.

Skills

Customer service

Sales experience

Communication

Microsoft Word

Microsoft Excel

Education

High school diploma or GED

Tools

Microsoft Word

Microsoft Excel

Job description

Join Our Team as a Virtual Branch Representative!

Where Exceptional Service Meets Meaningful Sales Conversations

Are you passionate about helping people, building relationships, and confidently recommending solutions that truly make a difference? Do you enjoy working in a fast-paced, digital-first environment where every interaction counts?

If so, we’d love to meet you!

We’re looking for a Virtual Branch Representative who brings energy, empathy, and a sales mindset to every member interaction. In this role, you’ll serve as a trusted financial partner, providing outstanding service while identifying opportunities to connect members with the right products and services to support their financial goals.

What You’ll Do (and Love Doing!)

As a key member of our Virtual Branch team, you’ll:

• Deliver exceptional member experiences through phone, email, chat, and text, making every interaction welcoming, professional, and efficient.
• Proactively identify, recommend, and cross-sell credit union products and services that best fit each member’s needs. Your conversations matter, and they help our members thrive!
• Open and close accounts, process loan applications, order cards, complete stop payments, and support members with share accounts, IRAs, e-statements, and more.
• Assist members with basic loan questions and remote access tools, helping them feel confident using digital services.
• Handle incoming calls, emails, chats, and texts with accuracy and urgency, responding to emails within 24 hours and chats/texts within 5 minutes.
• Research and resolve member questions or concerns, ensuring thoughtful follow-up and complete satisfaction.
• Continuously build your product knowledge so you can confidently offer solutions and contribute to the organization’s growth.
• Represent our Credit Union’s Vision, Mission, and Core Values in everything you do.

What We’re Looking For

You’ll be a great fit if you bring:

• A high school diploma or GED and 3+ years of customer service experience, ideally with sales or financial services exposure.
• Strong communication skills and a genuine desire to help, and sell, by understanding member needs.
• Confidence using computers and systems, including Microsoft Word and Excel, with the ability to quickly learn new platforms.
• A results-driven mindset: you enjoy meeting goals, offering solutions, and contributing to team success.
• Flexibility to work assigned schedules based on business needs.

Why You’ll Love Working With Us

• Be part of a collaborative, supportive team that values service excellence and sales success.
• Make a real impact by helping members improve their financial well-being, every single day.
• Grow your skills in sales, service, and financial products within a respected credit union environment.
• Enjoy a professional office-based work environment with opportunities for training and development.

*This is not a work from home position. This position is on site at 1115 N Westover Blvd Albany, Ga*