Virtual Member Advisor: Loans & Banking

Insight Credit Union; Florida; On-site; USD 19,000 - 30,000; Full time

Benefits offered by this job

Free and Voluntary Life and Disability

401k with match and 100% vested

Paid Time Off

Birthdays Off

Tuition Reimbursement

Job summary

Insight Credit Union is seeking a Virtual Services Representative to deliver exceptional member service across phone, video, chat, and email channels. You will assist with memberships, loan applications, and digital banking education, while driving production goals and referrals.

The role emphasizes a consultative, needs-based approach to solutions and fast, accurate, member-first processing. On-site duties at the Winter Springs location, with standard banking hours.

Qualifications

• Experience in delivering member service via omni-channel channels.
• Ability to upsell and refer loan products and other solutions.
• Strong communication and interpersonal skills.

Responsibilities

• Assist existing and potential members with memberships and loan applications.
• Educate members about self-banking options and digital channels.
• Achieve and exceed member service and loan production targets.
• Coordinate with departments to finalize loan closings and referrals.

Skills

Member service

Multichannel support

Communication skills

Sales & referrals

Education

High school diploma or GED

Tools

DocuSign

Signature pad

Job description

Insight Credit Union is seeking a Virtual Services Representative to deliver exceptional member service across phone, video, chat, and email channels. You will assist with memberships, loan applications, and digital banking education, while driving production goals and referrals.

The role emphasizes a consultative, needs-based approach to solutions and fast, accurate, member-first processing. On-site duties at the Winter Springs location, with standard banking hours.