Virtual Member Advisor @Westmark Credit Union
Customer Service
Salary usd 18 - 22 per..
Remote Location
πŸ‡ΊπŸ‡Έ USA Only
Job Type full-time
Posted 1wk ago

[Hiring] Virtual Member Advisor @Westmark Credit Union

1wk ago - Westmark Credit Union is hiring a remote Virtual Member Advisor. πŸ’Έ Salary: usd 18 - 22 per hour πŸ“Location: USA

Role Description

Discover the Westmark Difference!! Are you looking for a career? Do you want to be valued as an individual on a team? Do you want to learn, grow, and make a difference in your community? Westmark offers outstanding stability, a variety of career opportunities and exceptional work/life balance.

  • Under general supervision is responsible for representing Westmark in a positive, professional manner and providing assistance and guidance to our members related to their online banking needs and general account inquiries through various virtual channels.

Schedule

  • Approximately 40 hours within a Monday through Friday work week (8:30 a.m. - 5:30 p.m.)

Responsibilities

  • Deliver fast, efficient, and professional service via phone, chat, video chat, and other virtual channels.
  • Explain the features, benefits, and requirements of all Westmark products.
  • Provide basic information on Westmark loan products.
  • Support members with various online banking services.
  • Assist members with the Call24 Tellerfone system.
  • Follow correct procedures for opening new memberships and share products such as Term Certificates and IRAs.
  • Assist with transaction requests like transfers, loan payments, ACH and Draft Stop Payments, and address changes, adhering to Red Flag Rules.
  • Fulfill member research requests.
  • Assist with check orders.
  • Help members with problem resolution.
  • Educate members on using online banking, mobile apps, and other technology.
  • Explain and calculate interest and dividends for members.
  • Assist with Debit/Credit Card processing, activation, travel notes, disputes, and lost/stolen card issues.
  • Refer members to the appropriate branches or departments when necessary.
  • Ensure compliance with Westmark policies and procedures, seeking approval for exceptions when required.
  • Process and complete system-generated pre-approved loans.
  • Demonstrate professionalism and integrity when interacting with members and co-workers.
  • Exhibit a positive, enthusiastic attitude and maintain reliable attendance.
  • Participate in Westmark-sponsored community events.
  • Represent the Credit Union in a courteous and professional manner, both during and outside of work hours.

Qualifications

  • High School Diploma or equivalent.
  • Minimum of one year of customer service and sales experience; prior banking and technical support experience preferred.
  • Pleasant and easily understood phone voice.
  • Bilingual in Spanish preferred.

Requirements

  • Goal-oriented and driven to achieve objectives assigned by management.
  • Self-starter who enjoys working with people and is confident in making sales recommendations.
  • Comprehensive knowledge of Westmark’s products and services, and a general understanding of branch/department functions.
  • Strong oral and written communication skills.
  • Effective problem-solving and customer service skills.
  • Proficient in the use of computers, telecommunication equipment, smartphones, tablets, and internet-based services.
  • Ability to interact with members and co-workers with professionalism and integrity.
  • Positive and enthusiastic attitude.
  • Reliable attendance and personal accountability.

Physical Requirements

  • Manual Dexterity and hand-eye coordination for tasks such as typing and operating office equipment.
  • Sitting for extended periods of time.
  • Visual and auditory abilities to understand and communicate with the public.
  • Repetitive motion using wrists, hands, and fingers.
  • Occasionally lift and carry up to 15 lbs., if required for departmental tasks.

Benefits

  • Paid Time Off (3 to 5 weeks per year, depending on tenure) PLUS 11 paid holidays.
  • Excellent health insurance options for employees and family with shared premiums.
  • 401k with 75% company match and 2% profit sharing contribution.
  • Tuition Reimbursement and Scholarships.
  • Employee Assistance Program (Free counseling and legal services).
Before You Apply
️
πŸ‡ΊπŸ‡Έ Be aware of the location restriction for this remote position: USA Only
β€Ό Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.
Virtual Member Advisor @Westmark Credit Union
Customer Service
Salary usd 18 - 22 per..
Remote Location
πŸ‡ΊπŸ‡Έ USA Only
Job Type full-time
Posted 1wk ago
Apply for this position
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️
πŸ‡ΊπŸ‡Έ Be aware of the location restriction for this remote position: USA Only
β€Ό Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.
Apply for this position
Did not apply βœ“
Applied βœ“
Sent Follow-Up βœ“
Interview Scheduled βœ“
Interview Completed βœ“
Offer Accepted βœ“
Offer Declined βœ“
Unlock 152,720 Remote Jobs
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