Virtual Consultant I
12/16/2025
The position is responsible for addressing the needs of members online, over the phone, and through the ITM. It involves greeting and serving members while providing virtual service in a consultative manner.
Working Hours
40 hours/week
Company Size
51-200 employees
Language
English
Visa Sponsorship
No
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 is a non-exempt 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.
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