Providing a full range of sales, service, advisory, and problem-resolution activities, the full-time Virtual Experience Advocate will assist members and non-members through various remote channels, ensuring a seamless and personalized experience while managing financial transactions and account maintenance. Key responsibilities: Deliver exceptional member experience through timely and accurate support across video, phone, chat, and secure messaging Build and deepen member relationships through consultative conversations that identify financial needs and provide appropriate solutions Assist with account opening, maintenance, lending, and digital banking support while ensuring compliance with credit union policies and regulatory requirements Required qualifications: High School diploma or equivalent certificate Minimum of two years of experience in a credit union, banking, or financial services environment At least one year of experience in a customer-facing role providing sales or account-related support Experience utilizing multiple systems and technologies to resolve member inquiries Bilingual English/Spanish preferred
Virtual Experience Advocate in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.