Contact Center Account Consultant I

Virginia Credit Union-posted 3 months ago
Full-time • Entry Level
Midlothian, VA
501-1,000 employees
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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.

  • Inform, Educate, and Advise members, regardless of the individual circumstances.
  • 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.
  • Promote the credit union by cross-selling 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, but not limited to, Risk Management policies.
  • Complete all required, ongoing enterprise level training including, but not limited to BSA, OFAC, and Information Security.
  • Report all Risk Management Policy violations in accordance with policy.
  • Credit union or banking industry knowledge preferred.
  • Must be able to operate a computer and other office equipment.
  • Must be skillful when working with details such as numbers and names.
  • Must have the ability to effectively communicate with members both verbally and in writing.
  • Must be able to work in a stressful environment while being flexible.
  • Must have the 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.
  • Must have experience with computers.
  • Must have experience in handling member requests and inquiries.
  • Contact center experience preferred.
  • Opportunities for training and development.
  • Work-life balance.
  • Teamwork and continual improvement culture.
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