Virtual Service Center Agent - North Idaho (Spanish Preferred)

ICCU • Spokane, WA

2d

About The Position

Do you have excellent organizational and critical thinking skills? Do you enjoy directly helping others at work? Do have sales or customer service experience? If so, you could be the perfect candidate for our Virtual Service Center Agent role at ICCU! ICCU’s mission is to help our members achieve financial success. As a Virtual Service Center Agent, you will serve our members virtually by helping them manage their accounts, understand and qualify for various Credit Union products and services, and receive the service that they need. At work, your Primary Responsibilities will include: Opening new accounts for members and businesses, answering member questions, and performing transactions using the online VideoChat channel. Communicating with members in a professional, accurate, and timely manner using phone, text message, and email. Interviewing and qualifying members for loans and other products within the requirements of the policies established by the Credit Union. Researching and making appropriate corrections for members with account problems. Gathering needed data and verification documents from members and real estate partners. Maintaining a knowledge of, promoting, and cross selling a variety of Credit Union products and services. Making recommendations to members based on their full financial picture and personal financial goals. Keeping your manager informed of member needs and desires regarding products, services, suggestions, and/or escalations.

Requirements

• 1-2 years of sales or customer service experience
• The ability to always maintain the confidentiality of Credit Union and member records
• You must be eligible for membership at ICCU to obtain employment
• The ability to sit for extended periods of time
• lift 20-40 pounds of office supplies
• reach keyboards
• operate basic office machines

Nice To Haves

• Spanish Preferred
• A Bachelor’s Degree or equivalent experience

Responsibilities

• Opening new accounts for members and businesses
• Answering member questions
• Performing transactions using the online VideoChat channel
• Communicating with members in a professional, accurate, and timely manner using phone, text message, and email
• Interviewing and qualifying members for loans and other products within the requirements of the policies established by the Credit Union
• Researching and making appropriate corrections for members with account problems
• Gathering needed data and verification documents from members and real estate partners
• Maintaining a knowledge of, promoting, and cross selling a variety of Credit Union products and services
• Making recommendations to members based on their full financial picture and personal financial goals
• Keeping your manager informed of member needs and desires regarding products, services, suggestions, and/or escalations

Benefits

• Competitive Pay
• Medical, Dental, & Vision Insurance (ICCU covers over 85% of the premium)
• Generous Paid Time Off
• 11 Paid Holidays
• Matching 401K AND Pension
• Tuition Reimbursement
• Employee Assistance Program
• Employee Wellness Program
• Paid Group Life and Disability Insurance
• Awesome Culture
• Business Discounts (such as cell phone service and gym memberships)

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 1,001-5,000 employees