Insight Credit Union ยท 13 hours ago
Virtual Services Representative - Winter Springs Operations Center
Winter Springs,FL,US
Full-time
Onsite
Mid Level
$23.55/hr - $23.55/hr
3+ years expInsight Credit Union is looking for a passionate trusted financial advisor who is qualified and has the desire to provide an excellent virtual service experience to our members. A Virtual Services Representative will assist existing and potential members with establishing new memberships and shares, accepting and processing consumer loan applications to completion.
Banking
Responsibilities
Delivers exceptional member service by ensuring timely response to member and visitor requests via the Credit Union's omni channel environment. Assists with initiating and completing new memberships, account maintenance, and consumer loans. Educates members about self-banking options including Online Banking, Mobile Banking, e-Statements, ATMs, and Remote Deposit Capture as appropriate and encourages member adoption. Delivers first-contact resolution by using a consultative needs-based approach to identify and fulfill the best current solutions for the member with no unnecessary transfers or delays. Proactively build relationships and offer solutions. Monitors call queues to provide exceptional service to members. Meet or exceed all member service and quality assurance standards
Consistently produces a high volume of sales production through referring, closing, and funding of loan products and services. Seeks to find opportunities to improve the member's financial lives by offering loan products that will benefit the member. Consistently meets or exceeds credit union monthly, quarterly, and annual loan production goals. Will be expected to refer and sell debt protection, extended warranty coverage and Guaranteed Asset Protection on loan products to protect the member and the credit union. Refers investment opportunities and mortgage loans to appropriate Insight departments and business partners. Identify future opportunities to serve the member's financial needs and follows up at the appropriate time to deepen member relationship. Provides applicants timely feedback of decisions and quickly resolves stipulations and fulfills the requests
Maintains thorough and current knowledge of the credit union's lending and deposit account promotions, approval and fulfillment criteria, guidelines, procedures, and policies to provide members with accurate information. Participates in continual development of the Virtual Services Department processes and procedures. Participates in department meetings. Completes all assigned compliance training within required timeframe. Meet or exceed all member service and quality assurance standards
Work with Virtual Services Processor to prepare approved loans for closing via DocuSign or signature pad technology ensuring a smooth end to end process. May coordinate with branch employees as needed to complete processes in branch. May coordinate with other areas as needed to complete processes
Perform other related duties as assigned to ensure fast, accurate, and member-first service is being provided
Qualification
Required
Three years to five years of similar or related experience
A high school education or GED
Excellent customer service skills
Able to perform job functions in a virtual environment while handling multiple channels and shifts between them without disruption
Ability to interact with all levels of management, employees, peers, and members
Strong verbal and written skills
Knowledge of basic mathematics
Ability to prioritize and organize job tasks
Ability to perform multiple tasks simultaneously while under strict time deadlines without sacrificing quality of output
Ability to carry out detailed written and oral instructions
Must be able to pass a credit and background check
Benefits
Medical,
Dental,
Vision
Free and Voluntary Life and Disability Insurance
401k with match up and 100% vested
Paid Time Off
Birthdays Off
Tuition Reimbursement
Company
Insight Credit Union
Founded in 1935, Insight Credit Union is a state-chartered credit union dedicated to improving the financial lives of those who live and work in the communities it serves.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Lauren Joseph
Chief Retail Officer / Senior Vice President of Operations
Deborah M. Foley
Chief Retail Officer
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