Virtual Banker- Headquarters 26-045

Cobalt Credit Union•Papillion, NE

3d•$18 - $24•Remote

About The Position

Our Virtual Banker delivers a high-touch member experience through digital channels, focusing on member acquisition, relationship building, and personalized financial solutions. Through video and other virtual platforms, this role serves both current and prospective members by providing tailored recommendations that meet their financial needs. The Virtual Banker also owns the onboarding experience for members who open accounts online or obtain auto loans through our indirect lending channel, ensuring a seamless and welcoming transition to our credit union. In addition to building new relationships, this position proactively manages existing accounts by identifying opportunities to introduce retail and business products and services that enhance the member experience. As the face of our virtual team, the Virtual Banker maintains a professional, engaging, and welcoming on-camera presence while representing our organization with consistency across all digital interactions.

Requirements

High school diploma or equivalent required.
Minimum 2 years in a financial institution and customer service experience required.
Ability to manage multiple tasks simultaneously with strong attention to detail.
Ability to use logic and deductive reasoning to complete research.
Must be professional, comfortable speaking with external and internal contacts with a demonstrated ability to tailor the message appropriately to the audience and situation effectively.
Demonstrated ability to convey thoughts and ideas effectively and succinctly via written formats, including emails, letters, and electronic platforms.
Maintain professional standards relating to spelling and grammar.
Maintain credibility through professional demeanor, appearance, and presence by modeling standards appropriate to our environment and industry.
Maintain good working relationships with internal partners by exhibiting exemplary interpersonal skills, adopting a constructive, solutions-focused approach.
Use sound professional judgment to balance the interests of the credit union and member, understanding and using available resources to mitigate risks.
Proficiency with Microsoft 365 products and applications, including the ability to effectively prepare or review documents, procedures, and reports.
Demonstrated ability to learn new systems and applications, as well as the ability to understand, adapt and adjust responsibilities/workflows because of system upgrades.
Punctuality is required to uphold Cobalt Credit Union's core values.

Nice To Haves

Associate or bachelor’s degree in business or related field preferred.
Bilingual applicants are highly encouraged to apply.

Responsibilities

Deliver a high-touch member experience through digital channels.
Focus on member acquisition, relationship building, and personalized financial solutions.
Serve current and prospective members by providing tailored recommendations.
Own the onboarding experience for members who open accounts online or obtain auto loans through our indirect lending channel.
Proactively manage existing accounts by identifying opportunities to introduce retail and business products and services.
Maintain a professional, engaging, and welcoming on-camera presence.
Represent the organization with consistency across all digital interactions.