Virtual Experience Advocate

Unitus Community Credit Union; Vancouver (WA); Híbrido; USD 32.000 - 43.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical + Dental + Vision

Flexible Spending Accounts + HSA

Paid Time Off (PTO)

12 paid holidays per year

401(k) Retirement Savings

Annual Incentives

Employee Assistance Plan

Tuition Reimbursement

Student Loan Debt Repayment

Descripción de la vacante

Unitus Community Credit Union is seeking a Virtual Experience Advocate to join the Remote Experience team in Vancouver, WA. The role delivers sales, service, advisory, and problem-resolution support across video, phone, chat, and secure messaging, serving members and non-members with account activity, digital banking questions, and lending solutions.

The VEA flexes across channels to ensure a consistent member experience and collaborates with multiple teams to resolve issues while upholding

Formación

• High School diploma or equivalent certificate.
• Minimum of two years of experience in a credit union, banking, financial services, or comparable service environment that includes assisting members or customers with financial products, transactions, or problem resolution.
• Minimum of one year of experience providing sales, service, lending, or account-related support in a customer-facing role.
• Experience utilizing multiple systems, technologies, and resources to research, process, and resolve member or customer inquiries.
• Experience supporting digital banking platforms, online services, or virtual member interactions preferred.
• Experience utilizing knowledge management systems, AI-enabled tools, or emerging technologies preferred.

Responsabilidades

• Provide exceptional member experience by delivering timely, accurate, and personalized sales, service, and advisory support across video, phone, chat, secure messaging, and other Remote Experience channels.
• Build and deepen member relationships through meaningful, consultative conversations that identify financial needs, uncover opportunities, and provide appropriate solutions.
• Contribute to department and organizational success by maintaining current knowledge of credit union products, services, procedures, policies, and regulatory requirements.
• Assist members and non-members with intermediate activities such as consumer and business account opening, account maintenance, lending, transactions, digital banking support, and problem resolution while demonstrating Unitus' Mission, Shared Values, and commitment to service excellence.

Educación

High School diploma or equivalent

Descripción del empleo

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Virtual Experience Advocate

Virtual Branch Full Time Regular Non-Exempt Staff Mill Plain Crossing, Vancouver, WA, US

20 days ago Requisition ID: 2155

Salary Range: $22.90 To $30.91 Hourly

At Unitus, each employee has an opportunity to make a difference for our members.

The Virtual Experience Advocate (VEA) provides a full range of sales, service, advisory, and problem-resolution activities through video, phone, chat, secure messaging, and other remote channels. This position assists consumer and business members and non-members with intermediate level financial transactions, account maintenance, account origination, lending solutions, digital banking support, and consultative interactions while delivering a seamless and personalized experience across all member touchpoints.

The VEA serves as a universal advocate capable of supporting member needs across multiple engagement channels. This role flexes between service channels based on member demand, coverage needs, and organizational priorities, ensuring a consistent member experience regardless of how a member chooses to engage with the credit union. Through a One Engagement approach, the VEA takes ownership of intermediate member needs and coordinates solutions through resolution whenever possible; obtains guidance from Senior VEAs, Digital Support, or management to resolve complex issues.

The VEA works collaboratively within the Remote Experience team and other business units across the credit union to resolve member needs, support service excellence, identify opportunities for improvement, and ensure compliance with credit union policies and regulatory requirements.

The VEA actively supports department and organizational success by collaborating within the team, sharing expertise, assisting with service channel coverage, and contributing to a seamless member experience regardless of where a member begins their journey ensuring our commitment for unparalleled service – the kind that creates the Unitus difference. Our strong team of leaders, outstanding culture, above market benefits, continuous involvement in the communities we serve, and competitive pay programs make Unitus an excellent place to contribute and grow your talents.

This position can be worked from home or based from one of our hub buildings, Tigard, Woodburn, Mill Plain. Unitus remote employees must live in OR or WA.

Responsibilities:

• Provide exceptional member experience by delivering timely, accurate, and personalized sales, service, and advisory support across video, phone, chat, secure messaging, and other Remote Experience channels.
• Build and deepen member relationships through meaningful, consultative conversations that identify financial needs, uncover opportunities, and provide appropriate solutions.
• Contribute to department and organizational success by maintaining current knowledge of credit union products, services, procedures, policies, and regulatory requirements.
• Assist members and non-members with intermediate activities such as consumer and business account opening, account maintenance, lending, transactions, digital banking support, and problem resolution while demonstrating Unitus' Mission, Shared Values, and commitment to service excellence.

Minimum Qualifications:

• High School diploma or equivalent certificate.
• Minimum of two years of experience in a credit union, banking, financial services, or comparable service environment that includes assisting members or customers with financial products, transactions, or problem resolution.
• Minimum of one year of experience providing sales, service, lending, or account-related support in a customer-facing role.
• Experience utilizing multiple systems, technologies, and resources to research, process, and resolve member or customer inquiries.
• Experience supporting digital banking platforms, online services, or virtual member interactions preferred.
• Experience utilizing knowledge management systems, AI-enabled tools, or emerging technologies preferred.

Maintaining wellness and work/life balance is an important part of the Unitus culture. Our benefits are a reflection of this commitment.

• Medical + Dental + Vision
• Flexible Spending Accounts + HSA
• Employees accrue up to 20 days of Paid Time Off (PTO) during their first twelve months of employment
• Unitus recognizes 12 paid holidays per year
• 401(k) Retirement Savings
• Annual Incentives (*eligibility dependent)
• Employee Assistance Plan
• Tuition Reimbursement
• Student Loan Debt Repayment

What’s it really like to work here?

We are a people-focused organization that places an emphasis on culture. Unitus is local, successful, and committed to continuously improving and growing!

Unitus Community Credit Union (Unitus) is an equal opportunity employer. We are dedicated to a policy of non-discrimination in employment based on race, color, age, sex, religion, veteran status, national origin, sexual orientation, disability or any other classification protected by applicable federal, state or local law. Applicants may request reasonable accommodation to participate in the application process.