Job Information
Insight Credit Union Virtual Services Representative in Winter Springs, Florida
VETERANS PREFERENCE
Company is looking for a passionate trusted financial advisor who is qualified and has the desire to provide an excellent virtual service experience to our members.
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Virtual Services Representativewill assist existing and potential members with establishing new memberships and shares, accepting and processing consumer loan applications to completion, assessing member needs through using consultative and needs based discussions to recommend, fulfill and referral to partners additional Credit Union solutions. Must meet or exceed member expectations and personal production goals. Inbound and outbound interactions with members and potential members will occur through multiple channels including telephone, web-based software, email, chat, video, and mail delivery when applicable. Must be engaging, energetic, and personable to complete processes quickly while building a trusted financial advisor relationship with the members. May provide backup assistance to the Member Support Department as requested.
This position may be located within the following Locations:
Orlando, FL 32806
or
Winter Springs, FL 32708
Compensation and Benefits:
We offer a competitive Central Florida hourly pay of
$23.15 per hour. All our of current open positions are Full Time which include a comprehensive benefits package offering:
- Medical, Dental, Vision
- Free and Voluntary Life and Disability Insurance
- Pet Insurance
- 401k with match up and 100% vested
- Paid Time Off
- Birthdays Off
- Tuition Reimbursement
Schedule and Training:
Shift includes
32-40 hours per weekbetween
Monday - Friday (8am - 6pm) and Saturday (9am - 12pm). Hours will be based on the needs of the department.
Dress Code Expectations:Must comply with member facing Dress Code policy and present a professional appearance. Insight logo wear required.
Responsibilities and Qualifications
Consistently produces a high volume of sales production through referring, closing, and funding of loan products and services. Seeks to find opportunities to improve the member's financial lives by offering loan products that will benefit the member. Consistently meets or exceeds credit union monthly, quarterly, and annual loan production goals. Will be expected to refer and sell debt protection, extended warranty coverage and Guaranteed Asset Protection on loan products to protect the member and the credit union. Refer investment opportunities and mortgage loans to appropriate departments and business partners. Identify future opportunities to serve the member's financial needs and follows up at the appropriate time to deepen member relationship. Provide applicants timely feedback of decisions and quickly resolves stipulations and fulfills the
requests.
Deliver exceptional member service by ensuring timely response to member and visitor requests via the Credit Union's omni channel environment. Assist with initiating and completing new memberships, account maintenance, and consumer loans via Video Banking channel. Educate members about self-banking options including Online Banking, Mobile Banking, e-Statements, ATMs, and Remote Deposit Capture as appropriate and encourages member adoption.
Approaches these activities with a consultative needs-based approach to identify and fulfill the best current solutions for the member. Provide timely information and quickly resolves and fulfills the requests. Monitors call queues to provide exceptional service to members. Meet or exceed all member service and quality assurance standards.
Maintain thorough and current knowledge of the credit union's lending and deposit account promotions, approval and fulfillment criteria, guidelines, procedures, and policies to provide members with accurate information. Participate in continual development of the Virtual Services Department processes and procedures. Participate in departm nt meetings. Complete all assigned compliance training within required timeframe. Meet or exceed all member service and quality assurance standards.
Work with Virtual Services Processor to prepare approved loans for closing via DocuSign or signature pad technology ensuring a smooth end to end process. May coordinate with branch employees as needed to complete processes in branch. May coordinate with other areas as needed to comp