Job Details

Virtual Relationship Specialist

As our Virtual Relationship Specialist, you will:

• Research and resolve account related inquiries that are submitted by phone, email or online services.
• Monitor and maintain all aspects of online services, including e-statements and online banking. Processes daily and monthly reports.
• Work effectively with all other departments to resolve members inquires in a timely manner.
• Pull in all online form submissions for various products and services and forward on to the proper department to review.
• Process all member requests for credit union products and services received through online banking.
• Take initiative to help others in all departments by supporting a group effort to provide the best member service possible.
• Actively cross-sell credit union products and services and enthusiastically participates in all marketing promotions
• Participate in appropriate training and receives necessary education to remain knowledgeable in all service areas

• High School Graduate, associate's degree preferred
• Two-year customer service experience - credit union preferred
• Excellent knowledge of savings, lending and online programs offered by most financial institutions
• Excellent written and verbal communication skills
• Strong organizational skills with ability to prioritize workload
• Able to work without close supervision independently as well as within a team environment
• Intermediate knowledge of Microsoft Windows, Word, Excel, and Outlook
• Ability to successfully cross-sell credit union products and services
• Thorough knowledge of account ownership and classifications, loans products, share drafts, share certificates, individual retirement accounts, Visa, Audio Response Teller, ATM's, payroll deductions, Home Banking, and ACH/direct deposit programs

• Our 401k Match is as high as 7.98%
• We offer Blue Cross health insurance with up to 90% employee/70% dependent premiums paid
• accrue 12 days of vacation per year
• 5 days of personal leave per year
• 3 paid holidays per year
• Our dress code is relaxed, business casual and company logo wear
• We have a team of trainers to get you ready to be fabulous on the job!