Virtual Services Representative

Job description

We’re proud to be named one of USA TODAY’s Top Workplaces , and we’ve earned the Best and Brightest Companies to Work For award for 8 years straight. Founded in 1937, Advancial is one of the oldest credit unions in the country. Our mission is to create lasting value for our members through superior service, quality products, and innovative solutions. At Advancial, we don’t just work hard – we play hard, too. We’re a team that thrives on passion and collaboration, where every day feels like a chance to make a difference. Our culture is built on positivity, creativity, and the belief that work should be fulfilling, not just a “day job.” The Virtual Services Representative engages members through ITM sessions, chat, email, and video to provide transactions, answer questions, and support daily financial needs. They open accounts, process loan applications for analyst review, and deliver professional, high‑quality service while using various virtual banking tools and software. What You'll Do: - Provide excellent service across virtual channels including chat, email, video, and ITM; manage incoming volume efficiently. - Open and verify new accounts; coordinate with BSA when needed. - Man...