Virtual Member Experience Specialist serving Prospera credit union members by phone, email, and chat. Promoting digital banking and recommending financial products and services.
Responsibilities
Greet customers and assist them over the phone, email, and chat
Establish rapport and address service inquiries and customer concerns
Develop positive customer relationships and identify opportunities to deepen them
Demonstrate the value of digital and self-service channels
Educate customers on digital and self-service banking transactions
Refer customers to account managers and external business partners
Handle transactions and open personal and business profiles, demand accounts, term deposits, ATM cards, and other banking products and services
Participate in sales meetings
Maintain accurate sales and service activity records in the customer relationship management system
Support and participate in community initiatives
Requirements
Experience in a customer-facing role within a fast-paced work environment
At least 1–3 years' experience in a financial service role
Experience providing customer service in a high-volume remote/call center environment highly regarded
'Can do' front line/customer service mindset
Strong interest in a career in financial services
Capacity and passion for learning
Strong team orientation
Excellent communication and relationship-building skills
Keenness to grow and help others
Demonstrable interest in community involvement
Employment subject to background checks, including enhanced criminal, credit, and reference checks
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