Virtual Banking Relationship Advisor – II

🕒 Agosto 19

🔔 Pennsylvania – Remoto

infoinfo

⏰ Tempo Integral

🟢 Júnior

🟡 Pleno

🚫👨‍🎓 Sem graduação necessária

👻 Score fantasma 24%

infoinfo

🗣️🇺🇸🇬🇧 Inglês obrigatório

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Logo of Citadel Credit Union

Citadel Credit Union

501 - 1000 funcionários

Fundada em 1937

🛡️ Seguros

💼 Consultoria

📦 Logística

Insurance • Consulting • Logistics

A Citadel Credit Union é uma cooperativa de crédito sem fins lucrativos, de propriedade dos membros, que oferece serviços bancários de varejo e empresariais, empréstimos, gestão de fortunas, seguros e serviços de pagamento. A instituição disponibiliza contas correntes e poupanças, certificados de alto rendimento, hipotecas, HELOCs, empréstimos pessoais e para automóveis, cartões de crédito, serviços bancários e de comerciante para empresas, banco online e mobile, e recursos de bem-estar financeiro e proteção contra fraudes. Segurada pelo NCUA, a Citadel foca em um serviço personalizado para indivíduos, empresas e comunidades locais.

Descrição

• Report to the Virtual Banking Manager • Provide an outstanding experience to existing and potential Citadel members • Handle member interactions through chat, email, and video calls • Handle and convert inbound phone sales leads from the Call Center • Evaluate member scenarios using critical-thinking-based decision-making • Perform member service activities for a broad range of products and services through inbound and digital channels • Promote credit union products and services based on account reviews • Maintain advanced knowledge of Citadel consumer and business product lines • Recommend appropriate products and troubleshoot Citadel services • Collaborate with team members to achieve contact center goals and objectives • Meet or exceed member experience and production metrics • Continue education on industry trends and best practices • Comply with all SAFE Act requirements, including required background checks • Perform other duties as assigned

🎯 Requisitos

• High school diploma required; college degree preferred • 2–4 years of retail and/or contact center experience required • Proficient knowledge and understanding of contact center technologies and data analysis • Proven track record of delivering exceptional service • Proven track record of strong goals performance • Exceptional communication and interpersonal skills • Ability to work under pressure • Integrity, accountability, and resiliency • Fluent English-speaking person • Successful completion of required SAFE Act background checks

🏖️ Benefícios

• Full-Time employment • Hybrid or remote work arrangement

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