Virtual Branch Representative Part-time
About The Position
Join Our Team as a Virtual Branch Representative! Where Exceptional Service Meets Meaningful Sales Conversations. Are you passionate about helping people, building relationships, and confidently recommending solutions that truly make a difference? Do you enjoy working in a fast-paced, digital-first environment where every interaction counts? If so, we’d love to meet you! We’re looking for a Virtual Branch Representative who brings energy, empathy, and a sales mindset to every member interaction. In this role, you’ll serve as a trusted financial partner, providing outstanding service while identifying opportunities to connect members with the right products and services to support their financial goals.
Requirements
- A high school diploma or GED
- 3+ years of customer service experience, ideally with sales or financial services exposure.
- Strong communication skills and a genuine desire to help, and sell, by understanding member needs.
- Confidence using computers and systems, including Microsoft Word and Excel, with the ability to quickly learn new platforms.
- A results-driven mindset: you enjoy meeting goals, offering solutions, and contributing to team success.
- Flexibility to work assigned schedules based on business needs.
Responsibilities
- Deliver exceptional member experiences through phone, email, chat, and text, making every interaction welcoming, professional, and efficient.
- Proactively identify, recommend, and cross-sell credit union products and services that best fit each member’s needs.
- Open and close accounts, process loan applications, order cards, complete stop payments, and support members with share accounts, IRAs, e-statements, and more.
- Assist members with basic loan questions and remote access tools, helping them feel confident using digital services.
- Handle incoming calls, emails, chats, and texts with accuracy and urgency, responding to emails within 24 hours and chats/texts within 5 minutes.
- Research and resolve member questions or concern, ensuring thoughtful follow-up and complete satisfaction.
- Continuously build your product knowledge so you can confidently offer solutions and contribute to the organization’s growth.
- Represent our Credit Union’s Vision, Mission, and Core Values in everything you do.
Benefits
- Make a real impact by helping members improve their financial well-being, every single day.
- Grow your skills in sales, service, and financial products within a respected credit union environment.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED
