Virtual Financial Service Representative

Commonwealth Credit Union•Frankfort, KY

10d

About The Position

Virtual Financial Service Representatives handle inbound and outbound communications—including web messaging and video interactions—providing informed responses and additional assistance as needed. They accurately perform financial transactions, maintain high quality-assurance standards, and provide exceptional member service through effective communication and follow-up. The role includes opening and closing memberships, processing loan applications, and ensuring compliance with credit union policies and procedures. Representatives assist with certificate portfolios, reporting requirements, and regulatory compliance, and support team members with document preparation. They represent Commonwealth Credit Union professionally and work to provide an exceptional member experience that exceeds department expectations. Commonwealth Credit Union expects all team members to live its Team 1 culture and contribute to its goal of bettering lives through a passion to serve. The organization emphasizes appreciation of differences, connection, and an inclusive environment where everyone can thrive and succeed.

Requirements

Must be able to work on Saturdays.
Must be service oriented and enjoy working with the public.
Must work effectively under stress and meet tight deadlines.
Must maintain required licensure for offering credit union products and services.

Responsibilities

Meet or exceed credit union quality-assurance standards when handling inbound and outbound communications.
Maintain availability for incoming calls and messages by planning ahead and minimizing unscheduled time away from the workstation.
Pursue sales and service goals, participate in sales development activities, and stay informed about consumer credit trends.
Maintain required licensure for offering credit union products and services.
Open new memberships, checking accounts, and related products efficiently.
Review credit reports, identify member needs, and recommend personalized solutions aligned with member goals.
Meet individual performance metrics and contribute to exceeding departmental objectives.
Communicate clearly, accurately, and professionally with members, colleagues, and internal departments.
Complete member requests accurately and efficiently while maintaining high quality standards and minimizing errors.
Perform financial transactions and provide member service through effective communication and follow-up.
Open and close memberships and process loan applications in compliance with credit union policies and procedures.
Assist with certificate portfolios, reporting requirements, regulatory compliance, and document preparation for team members.
Represent Commonwealth Credit Union professionally and provide an exceptional member experience.