Note: The job is a remote job and is open to candidates in USA. Commonwealth Credit Union is a financial services organization committed to serving its members and communities. The Virtual Financial Service Representative handles inbound and outbound communications, performs financial transactions, opens memberships, processes loan applications, and provides informed, compliant, and exceptional member service.
Responsibilities
- Consistently meeting or exceeding quality assurance standards established by the credit union for handling inbound and outbound communications
- Actively ensuring consistent availability for incoming calls and messages by planning ahead and minimizing unscheduled time away from workstation
- Demonstrating strong commitment to achieving sales and service goals. Actively engaging in sales development activities while staying informed on consumer credit trends
- Maintaining all required licensure for offering credit union products and services
- Opening new memberships, checking accounts, and related products efficiently
- Applying active listening and critical thinking to review credit reports, identify member needs, and recommend personalized solutions aligned with member goals
- Consistently meeting individual performance metrics and contributing to surpassing departmental objectives
- Demonstrating the ability to communicate clearly, accurately, and professionally with members, colleagues, and internal departments
- Demonstrating accuracy and efficiency by thoroughly completing member requests while upholding high quality standards and minimizing errors
Skills
- Maintaining all required licensure for offering credit union products and services
- Must be able to work on Saturdays
- Must be service oriented and enjoy working with the public
- Must work effectively under stress and be able to meet tight deadlines
Company Overview