What are the responsibilities and job description for the Virtual Relationship Specialist position at Abri Credit Union?
Virtual Relationship Specialist
As our Virtual Relationship Specialist, you will:
- Research and resolve account related inquiries that are submitted by phone, email or online services.
- Monitor and maintain all aspects of online services, including e-statements and online banking. Processes daily and monthly reports.
- Work effectively with all other departments to resolve members inquires in a timely manner.
- Pull in all online form submissions for various products and services and forward on to the proper department to review.
- Process all member requests for credit union products and services received through online banking.
- Take initiative to help others in all departments by supporting a group effort to provide the best member service possible.
- Actively cross-sell credit union products and services and enthusiastically participates in all marketing promotions
- Participate in appropriate training and receives necessary education to remain knowledgeable in all service areas
Requirements:
- High School Graduate, associate's degree preferred
- Two-year customer service experience – credit union preferred
- Excellent knowledge of savings, lending and online programs offered by most financial institutions
- Excellent written and verbal communication skills
- Strong organizational skills with ability to prioritize workload
- Able to work without close supervision independently as well as within a team environment
- Intermediate knowledge of Microsoft Windows, Word, Excel, and Outlook
- Ability to successfully cross-sell credit union products and services
- Thorough knowledge of account ownership and classifications, loans products, share drafts, share certificates, individual retirement accounts, Visa, Audio Response Teller, ATM's, payroll deductions, Home Banking, and ACH/direct deposit programs
Benefits:
- Our 401k Match is as high as 7.98%
- We offer Blue Cross health insurance with up to 90% employee/70% dependent premiums paid
- accrue 12 days of vacation per year
- 5 days of personal leave per year
- 3 paid holidays per year
- Our dress code is relaxed, business casual and company logo wear
- We have a team of trainers to get you ready to be fabulous on the job!
Hours:
Mon-Fri 7:45am-6:00pm
Saturday 9:00am-1:00pm
EOE
Salary : $20 - $22