(On Site) Virtual Contact Center Representative III

Rave Financial•Beaumont, TX
•Onsite

About The Position

The Virtual Contact Center Representative III provides service and support to members and potential members through phone, video, email, text, and other electronic services. The representative assists with credit union needs by providing accurate information, resolving inquiries, performing transactions, and recommending products and services that align with members’ financial goals. The role works collaboratively with other departments to create a seamless, positive member experience.

Requirements

  • Three to five years of similar or related experience.
  • High school education or GED.
  • Strong communication and interpersonal skills, with a professional and engaging demeanor across service channels.
  • Ability to handle multiple priorities and member inquiries efficiently while maintaining attention to detail.
  • Working knowledge of credit union products, services, policies, and electronic delivery systems.
  • Problem-solving skills, including the ability to research, analyze, and resolve member concerns effectively.
  • Proficiency with digital communication tools, online banking systems, and Microsoft Office applications.
  • Ability to build relationships, solicit cooperation, and resolve first-level conflicts with diplomacy and tact.
  • Ability to handle discussions requiring confidentiality and discretion.

Responsibilities

  • Provide service and support to members and potential members through phone, video, email, text, and other electronic channels.
  • Provide accurate information and resolve member inquiries and concerns.
  • Perform transactions to assist members with their credit union needs.
  • Recommend products and services that meet members’ financial goals.
  • Collaborate with other departments to create a seamless, positive member experience.
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