Virtual Banking Relationship Advisor II

Job not on LinkedIn

🔥 0 minutes ago

🔔 Pennsylvania – Remote

🔔 Pennsylvania – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🚫👨‍🎓 No degree required

👻 Ghost score 12%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Citadel Credit Union

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1937

🛡️ Insurance

💼 Consulting

📦 Logistics

Insurance • Consulting • Logistics

Citadel Credit Union is a not-for-profit, member-owned credit union that provides retail and business banking, lending, wealth management, insurance, and payment services. The institution offers checking and savings accounts, high-yield certificates, mortgages, HELOCs, auto and personal loans, credit cards, business banking and merchant services, online and mobile banking, and financial wellness and fraud-protection resources. Federally insured by the NCUA, Citadel focuses on personalized service to individuals, businesses, and local communities.

📋 Description

• Report to the Virtual Banking Manager • Handle member interactions through chat, email, video calls, inbound phone, and digital channels • Successfully handle and convert inbound sales leads from the Call Center • Evaluate member scenarios using critical thinking to achieve positive outcomes • Perform member service activities across products, services, and problem resolution • Promote credit union products and services based on account reviews • Maintain advanced knowledge of Citadel’s 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 • Perform other duties as assigned

🎯 Requirements

• 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 ability • Successful completion of required SAFE Act background checks and compliance with SAFE Act requirements

🏖️ Benefits

• Full-Time employment • Hybrid or remote work arrangement