Virtual Service Center Agent (Spanish Required) - Eagle View
About The Position
ICCU is seeking a Virtual Service Center Agent to help members manage their accounts, understand and qualify for various Credit Union products and services, and receive the service they need virtually. This role involves opening new accounts, answering questions, performing transactions via VideoChat, and communicating with members professionally via phone, text, and email. You will also interview and qualify members for loans, research and correct account problems, gather data and verification documents, and promote and cross-sell Credit Union products and services. The role requires making recommendations based on members' financial pictures and goals, and keeping management informed of member needs and feedback.
Requirements
- 1-2 years of sales or customer service experience
- The ability to always maintain the confidentiality of Credit Union and member records
- Spanish language proficiency
- Eligible for membership at ICCU
Nice To Haves
- 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
- Generous Paid Time Off
- Paid Holidays
- Matching 401K
- Pension
- Tuition Reimbursement
- Employee Assistance Program
- Employee Wellness Program
- Paid Group Life and Disability Insurance
- Awesome Culture
- Business Discounts
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
