Virtual Service Center Agent (Spanish Preferred) - Riverside

ICCU•Spokane, WA

5d•Remote

About The Position

ICCU is seeking a Virtual Service Center Agent to help members achieve financial success by managing their accounts, understanding Credit Union products and services, and receiving necessary support virtually. This role involves direct member interaction via VideoChat, phone, text, and email, focusing on account management, product promotion, and problem resolution.

Requirements

1-2 years of sales or customer service experience.
The ability to always maintain the confidentiality of Credit Union and member records.
Eligible for membership at ICCU.

Nice To Haves

A Bachelor’s Degree or equivalent experience.
Spanish language proficiency is preferred.

Responsibilities

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.