Virtual Service Center Agent (Spanish Preferred) - Eagle View

ICCU•Meridian, ID

2d•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 assistance virtually. This role involves direct member interaction through various communication channels.

Requirements

1-2 years of sales or customer service experience.
The ability to always maintain the confidentiality of Credit Union and member records.
Eligibility 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 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 the manager informed of member needs and desires regarding products, services, suggestions, and/or escalations.