Contact Center Account Consultant I

Virginia Credit Union • Midlothian, VA

8d • Onsite

About The Position

The Contact Center Account Consultant I’s primary function is to answer telephone inquiries regarding deposit and loan accounts while promoting credit union products and services and consistently giving quality service to members and all co-workers throughout the credit union. This role operates in a call center environment, handling member inquiries, processing transactions, and cross-selling products and services to meet department goals and member needs.

Requirements

• Ability to operate a computer and other office equipment.
• Skillful when working with details such as numbers and names.
• Ability to effectively communicate with members both verbally and in writing.
• Ability to work in a stressful environment while being flexible.
• Ability to consistently provide excellent service.
• High school degree with additional business courses preferred.
• Prior experience in a busy public contact position at a credit union, financial institution, or a retail outfit.
• Experience with computers.
• Experience in handling member requests and inquiries.
• Ability to sit for long periods of time.
• Infrequent lifting or carrying of objects up to 10 pounds.
• Ability to speak and hear clearly.

Nice To Haves

• Credit union or banking industry knowledge preferred.
• Contact center experienced preferred.

Responsibilities

• Answer telephone inquiries regarding deposit and loan accounts.
• Promote credit union products and services.
• Provide quality service to members and co-workers.
• Perform transfers, withdrawals, loan payments by transfer, and advances from lines of credit by transfer or check.
• Take check orders over the phone and process Credit Card Payments.
• Assist members with the transfer program, payroll deductions, direct deposit, stop payments, SuperCheck, and credit card inquiries.
• Cross-sell products and services focusing on department goals and member needs.
• Handle member inquiries and solve problems.
• Comply with all published enterprise level policies and procedures, including Risk Management policies.
• Complete all required, ongoing enterprise level training, including BSA, OFAC, and Information Security.
• Report all Risk Management Policy violations in accordance with policy.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED