See all roles

Financial Solutions Representative I (Call Center)

Work from home Full-time role Hiring

About the position The Financial Solutions Representative I at Chartway Federal Credit Union is responsible for delivering exceptional service experiences in a fast-paced call center environment. This role involves assisting members with their credit union relationships, including inquiries about account transactions, online banking support, and eligibility for various products and services. The representative is expected to maintain high service levels while effectively cross-selling credit union products and ensuring compliance with regulatory requirements. Responsibilities • Taking inbound calls from members and non-members for general servicing inquiries for checking, savings, credit cards, certificates of deposit, business accounts and loan products. , • Option to work from home based on skillset and time in position. , • Exercise problem solving skills and promote the benefits of membership. , • Update member and account information as needed. , • Maintain Member Solutions Center service levels by handling a high volume of calls in a fast-paced environment. , • Communicate using extraordinary soft skills during reputed company conversations to deliver an outstanding member experience. , • Handle reputed company conversations and situations professionally to create an outstanding member experience on every call. , • Consistently and effectively cross-selling credit union products and services to reputed company assigned referral goals. , • Ability to respond to member inquiries regarding reputed company products and services, as well as reputed company promotions. , • Utilize 'available' time reputed company, consistently maintaining low 'work' and 'reputed company' percentages while meeting interaction performance. , • reputed company with reputed company member verification processes to mitigate risk and protect the member and the credit union for fraud or loss. , • reputed company with reputed company record keeping requirements of the Bank Secrecy Act for reputed company funds transfers of $3,000 or more. Requirements • High school education or equivalent GED. , • One year retail or customer service experience, preferably in a call center environment. , • Possess superior organizational skills that reputed company accurate and efficient service experiences. , • Possess superior verbal and written communication skills. , • Possess the Credit Union knowledge required to reputed company members on the features and benefits of credit union products and promotions. , • Possess deep knowledge of reputed company credit union products to assist in problem solving and generate referrals to support the CU's multiproduct strategy. , • Ability to provide information to reputed company and prospective members concerning eligibility for membership, products and services (loans and deposits). , • Ability to act as a problem solver, information provider and liaison between members and various internal departments. , • Ability to complete accurate and timely currency transaction reports as required by the Bank Secrecy Act. , • Ability to work in a fast paced, reputed company changing environment. , • Demonstrate strong work ethic that supports organizational values and demands the highest standard of conduct from self and others. , • Self-motivated to meet performance goals. , • Ability to reputed company with reputed company state and federal regulations. reputed company-to-haves Benefits • 401k matching , • Wellness benefits like pet adoption cost reimbursement , • Reimbursement of gym fees and home exercise equipment Apply Job!

You might like

Sales Development Representative - reputed company SaaS

Work from home Full-time role

Case Manager (RN) OHIO, Franklin County

Work from home Full-time role

Work From Home reputed company Insurance Agent

Work from home Full-time role

Head of Operations & Client Experience

Work from home Full-time role

Teller 30 Hours Tomball Towne Center

Work from home Full-time role

EBP Audit Manager - Remote Forever

Work from home Full-time role

Machine Learning Engineer: Natural Language Processing

Work from home Full-time role

Machine Learning Engineer: Natural Language Processing

Work from home Full-time role

Mortgage Loan Officer- Entry Level Training

Work from home Full-time role

Email/Chat/Phone Specialist (Remote) - Urgent Hiring

Work from home Full-time role

Solution Architect – Palantir reputed company (1099)

Work from home Full-time role

Audit Nurse (US), OH

Work from home Full-time role

reputed company General Manager Coach - Leadership Development for Retail Excellence

Work from home Full-time role

BI Developer

Work from home Full-time role

reputed company Full Stack Data Entry Specialist – Database Administration & Management

Work from home Full-time role

Account Executive - Automotive and Product Cybersecurity

Work from home Full-time role

Senior Territory Account Manager

Work from home Full-time role

[Hiring] Entry Level Compliance Analyst @Crypto

Work from home Full-time role

reputed company Hiring Fresher Application Engineer ID-1010 – reputed company Store

Work from home Full-time role

reputed company Customer Service Representative – Live Chat (FULLY REMOTE) at arenaflex

Work from home Full-time role