Virtual Relationship Specialist

Remote Jobs; Richland (WA); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Competitive Pay

Medical, Dental, Vision, and Life Ins.

20 days PTO + 10 holidays

401(k) Match

Incentive Program

Tuition Assistance and Student Loan Re

Commuter Benefits

Volunteer time off

Product discounts

Engaging Work Environment

Rewards and Recognition Programs

Job summary

Gesa Credit Union in Richland, WA, is seeking a Virtual Relationship Specialist to assist members and nonmembers with consumer deposit accounts virtually via phone and web. You will provide high-quality service, cross-sell products, and maintain confidentiality while navigating accounts and eligibility.

You will handle applications, perform maintenance, and maintain up-to-date knowledge of products, policies, and regulatory requirements, contributing to member growth and service excellence.

Qualifications

• At least 1 year of experience in a customer service or support role.
• At least 1 year of deposit account opening experience.
• Proficient with MS Office applications and multiple software programs used to perform duties.
• High school diploma or equivalent.

Responsibilities

• Provide exceptional member service to all whom we serve
• Maintain the highest level of confidentiality relative to information received
• Assist members and nonmembers with establishing membership and/or additional consumer accounts virtually, i.e. phone, web
• Process applications from members and nonmembers, and from internal departments within established service level agreements
• Perform consumer account maintenance, including name, address, and account ownership changes
• Initiate outbound welcome calls and/or email to new and potential members
• Have a core understanding of financial literacy, products, and services and be able to fluidly converse with members
• Demonstrate up-to-date knowledge of all credit union products, services, policies, procedures, and related regulatory requirements
• Evaluate and mitigate risk for fraud while maintaining membership growth
• Assist with department training needs and serve as a resource for other teams
• Perform other duties as assigned

Skills

Customer service

Communication skills

Education

High school diploma or equivalent

Tools

MS Office (Word, Excel, Outlook)

Job description

Take a leap and join our team!

At Gesa, we believe in the power of our people. Coming from all walks of life, our team members' individual stories and unique experiences are our most valuable asset. But it's how we come together, igniting our collective compassion and commitment to empowering our communities, that makes us succeed. Because we know we go further when we go together.

Here you can join a team who is passionate about serving others, has a desire to do good, and shares a deep love of people. You can engage in meaningful work that impacts your community. You can challenge yourself and grow in your career. And, you can rest assured that your wellbeing and prosperity are our priority.

Get to know us:

About - Gesa Credit Union

Role Summary:

The Virtual Relationship Specialist assists members and nonmembers with their consumer deposit account needs. This team member has intermediate knowledge of all products, services, organizational policies, and procedures. They are responsible for providing a high level of quality service while cross-selling credit union products and services. The Virtual Relationship Specialist performs a variety of functions via telephone, email, and other means of communication to help facilitate the welcoming of new members to the credit union.

What You Will Be Doing:

• Provide exceptional member service to all whom we serve
• Maintain the highest level of confidentiality relative to information received
• Assist members and nonmembers with establishing membership and/or additional consumer accounts virtually, ie. phone, web
• Process applications from members and nonmembers, and from internal departments within established service level agreements
I>Perform consumer account maintenance, including name, address, and account ownership changes.
• Initiate outbound welcome calls and/or email to new and potential members
• Have a core understanding of financial literacy, products, and services and be able to fluidly converse with members
• Demonstrate an up-to-date and comprehensive knowledge of all credit union products, services, policies, procedures, and related regulatory requirements
• Evaluate and mitigate risk for fraud while maintaining membership growth
• Assist with department training needs and serve as a resource for other teams
• Perform other duties as assigned

About You:

• A strong familiarity of a financial institution's products and services, preferably in a credit union environment
• Comprehensive knowledge of credit union history and its philosophy
• Actively participates in community outreach events
• Demonstrated ability to work effectively with individuals and groups across the company to manage internal and external member relationships
• Proven verbal and written communication skills
• Strong attention to detail and accuracy
• Ability to analyze, research and resolve medium to high complexity problems under moderate guidance of team leader
• Ability to work independently with moderate supervision and be a team player
• Ability to work in a fast-paced environment and multitask without compromising work quality

What You Will Need:

• Minimum of one (1) year of experience working in a customer service or support role
• Minimum of one (1) year of deposit account opening experience
• Demonstrated intermediate knowledge of MS Office applications (Word, Excel and Outlook) and multiple software programs used to perform duties
• High school diploma or equivalent

Our Team Member Value Proposition:

In exchange for bringing your talent to Gesa, here are a just a few of the benefits and perks we offer:

• Competitive Pay
• Medical, Dental, Vision, and Life Insurance
• 20 days/year of Paid Time Off - Plus 10 Paid Holidays!
• 401(k) Match
• Incentive Program
• Tuition Assistance and Student Loan Repayment
• Commuter Benefits
• Paid Time Off to Volunteer in the Community
• Product discounts
• Engaging Work Environment
• Rewards and Recognition Programs

Full Salary Range:

$20.00-$29.86

*While our full pay range is listed, most new team members typically start between the minimum and midpoint based on their experience and qualifications. This approach gives room to grow within the role as your career progresses with us!

Get wise to what's possible with a career at Gesa. Join us!

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact the HR Department at [phone] or [e-mail] to request an accommodation.

Gesa Credit Union reserves the right to revise or change the job description as the need arises. This job description is not all inclusive of total job responsibilities nor does it constitute a written or implied contract of employment.

Selected candidate(s) must be able to pass a pre-employment credit/background check.

Gesa Credit Union is an Equal Opportunity Employer and strong advocate of workforce diversity. Race/Color/Gender/Sexual Orientation/Gender Identity/Religion/National Origin/Disability/Veteran.

Equal Employment Opportunity (gesa.com)