Our goal is to be an Employer of Choice, and it takes all of us to achieve
this. That’s why all Commonwealth Credit Union Team Members are expected to
live our Team 1 culture in all facets of their position. Our team is committed
to ‘bettering lives through our passion to serve’ and this includes everyone -
from our team members to the people in the communities we serve. We do this
best when we appreciate each other for our differences, foster connections, and
ensure an inclusive environment where everyone can thrive and be successful.
The Virtual Financial Service Representatives handle inbound and outbound
communications, including web messaging and video interactions, providing
informed responses and additional assistance as needed.
They accurately perform financial transactions, maintain high standards for
quality assurance, and provide exceptional member service through effective
communication and follow up.
They open and close memberships, process loan applications, and ensure
compliance with credit union policies and procedures. They assist with
certificate portfolios, reporting requirements, and regulatory compliance, while
supporting team members in document preparation. They represent Commonwealth
Credit Union professionally and strive to provide an exceptional member
experience, exceeding department expectations.
The duties and responsibilities of a Virtual FSR include, but are not limited
to:
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.
Other requirements:
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