Virtual Relationship Specialist

Gesa Credit Union; Richland (WA); On-site; USD 28,000 - 41,000; Full time

Benefits offered by this job

Competitive Pay

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k) Match

Paid Time Off

Job summary

Gesa Credit Union in Richland, WA seeks a Virtual Relationship Specialist to assist members and nonmembers with consumer deposit accounts via phone, email, and online channels. You will support account opening, maintenance, and cross-sell of products while upholding confidentiality and service SLAs.

The position requires at least 1 year in customer service and deposit opening exposure, with strong MS Office skills and the ability to work independently in a fast-paced environment.

Qualifications

• 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.
• Proficient with MS Office (Word, Excel, Outlook) and multiple software programs used to perform duties.

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.
• 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.
• Demonstrate knowledge of financial literacy, products, and services and discuss with members.
• Evaluate and mitigate risk for fraud while supporting membership growth.

Skills

Customer service

Communication skills

Detail oriented

Team player

Problem solving

Education

High school diploma or equivalent

Tools

MS Office

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 UnionRole 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 serveMaintain the highest level of confidentiality relative to information receivedAssist members and nonmembers with establishing membership and/or additional consumer accounts virtually, ie. phone, webProcess applications from members and nonmembers, and from internal departments within established service level agreementsPerform consumer account maintenance, including name, address, and account ownership changes.Initiate outbound welcome calls and/or email to new and potential membersHave a core understanding of financial literacy, products, and services and be able to fluidly converse with membersDemonstrate an up to date and comprehensive knowledge of all credit union products, services, policies, procedures, and related regulatory requirementsEvaluate and mitigate risk for fraud while maintaining membership growthAssists with department training needs and serve as a resource for other teamsPerform other duties as assignedAbout You:A strong familiarity of a financial institution’s products and services, preferably in a credit union environmentComprehensive knowledge of credit union history and its philosophyActively participates in community outreach eventsDemonstrated ability to work effectively with individuals and groups across the company to manage internal and external member relationshipsProven verbal and written communication skillsStrong attention to detail and accuracyAbility to analyze, research and resolve medium to high complexity problems under moderate guidance of team leaderAbility to work independently with moderate supervision and be a team playerAbility to work in a fast-paced environment and multitask without compromising work qualityWhat You Will Need:Minimum of one (1) year of experience working in a customer service or support roleMinimum of one (1) year of deposit account opening experienceDemonstrated intermediate knowledge of MS Office applications (Word, Excel and Outlook) and multiple software programs used to perform dutiesHigh school diploma or equivalentOur 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 PayMedical, Dental, Vision, and Life Insurance20 days/year of Paid Time Off – Plus 10 Paid Holidays!401(k) MatchIncentive ProgramTuition Assistance and Student Loan RepaymentCommuter BenefitsPaid Time Off to Volunteer in the CommunityProduct discountsEngaging Work EnvironmentRewards and Recognition ProgramsFull 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)