Virtual Branch Representative

Job Description

Job Description

Salary:

Join Our Team as a Virtual Branch Representative!

Where Exceptional Service Meets Meaningful Sales Conversations

Are you passionate about helping people, building relationships, and confidently recommending solutions that truly make a difference? Do you enjoy working in a fast-paced, digital-first environment where every interaction counts?

If so, wed love to meet you!

Were looking for a Virtual Branch Representative who brings energy, empathy, and a sales mindset to every member interaction. In this role, youll serve as a trusted financial partner, providing outstanding service while identifying opportunities to connect members with the right products and services to support their financial goals.

What Youll Do (and Love Doing!)

As a key member of our Virtual Branch team, youll:

• Deliver exceptional member experiences through phone, email, chat, and text, making every interaction welcoming, professional, and efficient.
• Proactively identify, recommend, and cross-sell credit union products and services that best fit each members needs. Your conversations matter, and they help our members thrive!
• Open and close accounts, process loan applications, order cards, complete stop payments, and support members with share accounts, IRAs, e-statements, and more.
• Assist members with basic loan questions and remote access tools, helping them feel confident using digital services.
• Handle incoming calls, emails, chats, and texts with accuracy and urgency, responding to emails within 24 hours and chats/texts within 5 minutes.
• Research and resolve member questions or concerns, ensuring thoughtful follow-up and complete satisfaction.
• Continuously build your product knowledge so you can confidently offer solutions and contribute to the organizations growth.
• Represent our Credit Unions Vision, Mission, and Core Values in everything you do.

What Were Looking For

Youll be a great fit if you bring:

• A high school diploma or GED and 3+ years of customer service experience, ideally with sales or financial services exposure.
• Strong communication skills and a genuine desire to help, and sell, by understanding member needs.
• Confidence using computers and systems, including Microsoft Word and Excel, with the ability to quickly learn new platforms.
• A results-driven mindset: you enjoy meeting goals, offering solutions, and contributing to team success.
• Flexibility to work assigned schedules based on business needs.

Why Youll Love Working With Us

• Be part of a collaborative, supportive team that values service excellence and sales success.
• Make a real impact by helping members improve their financial well-being, every single day.
• Grow your skills in sales, service, and financial products within a respected credit union environment.
• Enjoy a professional office-based work environment with opportunities for training and development.