Virtual Member Experience Specialist

Everwise Credit Union; South Bend (IN); Hybrid; USD 22,000 - 30,000; Full time

Job summary

Everwise Credit Union in South Bend, IN is seeking a Hybrid Virtual Member Services Representative to assist members with financial transactions through ITMs and virtual channels. You will build relationships, promote Everwise products, and ensure accurate records while safeguarding member confidentiality.

The role requires a high school diploma or GED and at least six months of retail, cash handling, or customer service experience.

Qualifications

• High school diploma or GED required.
• Six months of retail sales, cash handling, or customer service experience.
• Experience in a financial institution or call center preferred.

Responsibilities

• Assist members with financial transactions via ITMs and virtual channels.
• Promote Everwise products and meet referral sales goals.
• Handle outbound calls and follow up on prospect lists.
• Maintain confidentiality and follow policies/regulations.

Skills

Interpersonal communication

Problem solving

Camera presence

Need-based selling

Cash handling

Fast-paced work

Microsoft Office

Education

High school diploma or GED

Job description

Everwise Credit Union in South Bend, IN is seeking a Hybrid Virtual Member Services Representative to assist members with financial transactions through ITMs and virtual channels. You will build relationships, promote Everwise products, and ensure accurate records while safeguarding member confidentiality.

The role requires a high school diploma or GED and at least six months of retail, cash handling, or customer service experience.