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$21/hr–$22/hr
Full-time
associate degree
Comprehensive benefits package
Posted 13d ago
~40 hrs/week
Responsibilities
The Interactive Specialist provides exceptional member support via video, chat, and email in a fast-paced environment. They are responsible for processing financial transactions, promoting credit union products, and meeting assigned sales and service goals.
Requirements
Candidates must have an associate degree or equivalent experience and three to five years of financial services experience. A good credit history is required for consideration.
Full job description
Job Title: Interactive Specialist Job Type: Full-Time Department Hours: Monday – Friday 8:00 AM – 7:00 PM; Saturday 8:00 AM – 5:00 PM Location: Virginia Beach, Virginia or Tooele, Utah Hiring Range: $21 - $22 per hour (Higher compensation may be considered based on experience, qualifications, and internal equity)
All of us at Chartway stand united in our strong culture of listening and learning. We treat people with respect, integrity, and kindness, and are committed to continuously developing a diverse and inclusive workplace where team members are empowered to be their authentic selves. All backgrounds, viewpoints, and life experiences are welcome, knowing this commitment strengthens our credit union family and communities.
The Interactive Specialist is responsible to the Interactive Manager for providing timely and exceptional support experiences to members. Team members will work in a fast paced, dynamic video call center environment supporting members and staff by video, chat and email. The role focuses on assisting members with their financial needs via the Video Banking platform while providing a consistent approach to service delivery, timely and accurate execution of processes and achieving desired experience goals. Responsible for accurately assisting members with their financial transactions on share and loan accounts as requested and providing information to members regarding membership, new accounts, loans and all other services of the Credit Union through the Direct Teller Machines.
Responsible and Accountable for:
Provide engaging member-centric service to members virtually via Video Banking Solution
Professionally provide first call resolution by assisting members and potential members with requests; answer questions about products and services including loan products; recommend products that will benefit the member.
Producing a pro-rata portion of assigned sales goals
Demonstrating the ability to optimize member contacts by meeting immediate need and uncovering additional opportunities to serve the member
Utilizing “available” time efficiently, consistently maintaining low “work” and “unavailable” percentages while meeting interaction performance standards
Complying with all member verification processes and transaction processing guidelines to mitigate risk and protect the member and the credit union for fraud or loss.
Sales and service responsibilities include identifying opportunities to sell credit union products; meeting/exceeding aggressive sales, cross-sell and funding goals; providing prompt, accurate and courteous responses to members; making financial recommendations; processing various complex financial transactions; effectively educating members basic financial literacy components and Chartway’s products and services
Processing transactions using Video Banking solution - deposits, withdrawals, loan payments, opening accounts, loan applications, etc.
Building relationships with members
Problem solving issues that may occur with software
Provides timely, accurate and energetic support to members
Responds to internal and external requests via telephone, email, fax or written correspondence relating to products, policies, procedures and credit union services
Review and monitor e-Funds alerts for possible fraudulent activity, research reinvestigation requests and correct discrepancies
Deliver an exceptional member experience through ITM technology. The experience will include accurate and efficient transaction processing and friendly and professional service delivery.
Education and Experience:
Education: Associates degree or equivalent experience
Experience: Three to five years of financial services experience that include support or branch operations roles
Experience: Proven track record of progressed responsibility, demonstrating ability to master roles and assignments
Chartway offers a competitive salary and a comprehensive benefits package.Candidates must have a good credit history for consideration. Salary requirements must be included and resumes must be accompanied by a Chartway Employment Application for consideration.
Chartway Federal Credit Union is an EOE/M/F/Disability/Vet Employer.
If
a reasonable accommodation is needed for the job interview process, please
contact our Talent Acquisition Team at 1-877-319-4818
extension 45863 or email us at [email protected].
Unlocking the potential of individuals and families so they can thrive.
Industry
Financial Services
Company size
501-1,000 employees
Founded
1959
Headquarters
Virginia Beach, VA
LinkedIn followers
9,650
Guided by our Purpose and Values, we're honored to serve more than 230,000 members through our branch network and a full line of traditional and digital financial products and services, including Online, Mobile, Video, and Telephone Banking. We're dedicated to unlocking the potential of individuals and families so they can thrive. Get started now and unlock your possible. Visit us at www.Chartway.com.
Additionally, We Value Community because the people we serve and the places they live are connected, and they thrive together. With the support of our circle of members, team, and business partners, we continue to do bright things to strengthen our communities. In addition to awarding college scholarships to deserving student members through our Directors’ Memorial Scholarship Program and volunteering more than 1,100 hours each year to strengthen the communities we serve, we’re proud of our foundation, the Chartway Promise Foundation. Our charitable arm strengthens the communities we serve by partnering with companion charities, sponsors, and contributors to provide the financial support needed to make dreams and wishes come to life for children facing medical challenges. We’ve raised nearly $15 million to help thousands of children through our partnerships with charitable children’s groups that share our passion and mission to make a difference. Visit www.ChartwayPromiseFoundation.org to learn more.
Offices: 5700 Cleveland St, Virginia Beach, VA 23462, US