Virtual Member Services Representative
$39,520–$39,520 year
On-siteSouth Bend, Indiana, United States
Job Summary
Process financial transactions including deposits, withdrawals, loan payments, check cashing, transfers, and account inquiries while maintaining accurate records through Interactive Teller Machines. Identify member needs to recommend appropriate products and services, consistently meeting referral and sales goals through open-ended questioning and follow-up. Educate members on digital platforms and assist with outbound call campaigns to review and update prospect lists. Troubleshoot ITM technical issues or escalations to management, IT, or vendors as needed. Apply credit union policies and government regulations relating to Reg CC, SAR, CTR, and Anti-Money Laundering. Maintain confidentiality of member account information and demonstrate strong problem-solving skills in a fast-paced environment.
Required Qualifications
- High school diploma or GED
- Six months of retail sales, cash handling, or customer service experience
- Excellent interpersonal and communication skills
- Strong problem-solving skills
- Comfortable working on camera in a professional and personable manner
- High level understanding of need-based selling
- Proficient cash handling skills
- Ability to work in a fast-paced environment
- Proficient with computer systems and Microsoft Office suite (e.g., Word, Excel, Outlook)
- Variable shifts may include weekday, evening or weekend hours
- Extended periods of sitting while using a computer and headset
Desired Qualifications
- Prior experience in a financial institution, call center or related field
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.