Virtual Relationship Specialist

GESA CREDIT UNION•Richland, WA

1d•Remote

About The Position

The Virtual Relationship Specialist assists members and nonmembers with their consumer deposit account needs. This team member has intermediate knowledge of all products, services, organizational policies, and procedures. They are responsible for providing a high level of quality service while cross-selling credit union products and services. The Virtual Relationship Specialist performs a variety of functions via telephone, email, and other means of communication to help facilitate the welcoming of new members to the credit union.

Requirements

Minimum of one (1) year of experience working in a customer service or support role
Minimum of one (1) year of deposit account opening experience
Demonstrated intermediate knowledge of MS Office applications (Word, Excel and Outlook) and multiple software programs used to perform duties
High school diploma or equivalent

Nice To Haves

A strong familiarity of a financial institution’s products and services, preferably in a credit union environment
Comprehensive knowledge of credit union history and its philosophy
Actively participates in community outreach events
Demonstrated ability to work effectively with individuals and groups across the company to manage internal and external member relationships
Proven verbal and written communication skills
Strong attention to detail and accuracy
Ability to analyze, research and resolve medium to high complexity problems under moderate guidance of team leader
Ability to work independently with moderate supervision and be a team player
Ability to work in a fast-paced environment and multitask without compromising work quality

Responsibilities

Provide exceptional member service to all whom we serve
Maintain the highest level of confidentiality relative to information received
Assist members and nonmembers with establishing membership and/or additional consumer accounts virtually, ie. phone, web
Process applications from members and nonmembers, and from internal departments within established service level agreements
Perform consumer account maintenance, including name, address, and account ownership changes.
Initiate outbound welcome calls and/or email to new and potential members
Have a core understanding of financial literacy, products, and services and be able to fluidly converse with members
Demonstrate an up to date and comprehensive knowledge of all credit union products, services, policies, procedures, and related regulatory requirements
Evaluate and mitigate risk for fraud while maintaining membership growth
Assists with department training needs and serve as a resource for other team