Virtual Consultant I at Wauna Federal Credit Union

Astoria, Oregon, United States -

Full Time

Start Date

Immediate

Expiry Date

29 May, 26

Salary

20.0

Posted On

28 Feb, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Consultative Service, Sales Principles, Member Service, Transaction Processing, Loan Account Assistance, Complaint Resolution, Policy Interpretation, Account Problem Resolution, Referral Achievement, Cross Selling

Industry

Financial Services

Description

Description This position is directly responsible for the needs of our members online, over the phone, and through the ITM. The primary responsibility is to use The Member Advantage™ sales and service principles while greeting and serving members, providing “virtual” service in a consultative manner. Position will assist members with: transactions; loan accounts and services; questions, complaints and member related concerns; procedural and policy concerns; resolution of account problems. Position will consistently be required to meet all referral, sales, and production goals; cross sell to contribute to attainment of CU goals. This role is located in the Astoria branch location and is not a remote, hybrid, or work from home position. Putting our members first, including our Internal Members Our employees take pride in providing services to our Members; our Credit Union is just as proud to offer benefits in our Internal Members (Employees). Our employees make us who we are as a Credit Union and we make every effort to ensure for our employees' well-being; physically, personally, professionally, and financially. Our Robust Benefits Package Includes: Full medical, dental and vision insurance 100% Credit Union paid premiums for employees Subsidized premiums for families and dependents Life and Disability insurances Family medical leave Paid Time Off Paid Sick Time 11 Paid Holidays per year Supplemental insurance products Employee Assistance Program (free and confidential resources for emotional, financial, legal, & personal well-being) Engaging Wellness Program Financial Benefits and Incentives Competitive Salary and Incentives 401(k) Retirement Plan with employer matching Discounted Credit Union products (reduced interest rates or fees) Flexible spending accounts for medical and child care expenses Free Parking at all branch locations Professional Development Proud to be a Learning Organization Online education programs Ongoing coaching and training in every position Internal promotion and transfer options throughout the Credit Union Opportunities to serve on a variety of volunteer committees Requirements 1. High School diploma or GED equivalent. 2. At least one year of customer service experience or general public contacts.

Responsibilities

This position is directly responsible for serving member needs across online, phone, and ITM channels, primarily by applying The Member Advantage™ sales and service principles in a consultative manner. Responsibilities include assisting members with transactions, loan accounts, questions, complaints, policy concerns, and resolving account problems while consistently meeting sales and production goals.