Virtual Branch Float Representative

Job description

Title: Virtual Branch Float Representative Reports to: Virtual Branch Sales Manager Supervises: None: Objective: The Virtual Branch Float Representative role is responsible for member outreach such as onboarding new members and shortfall member calls as well as floating between the VB Service and VB Sales teams as member and staffing needs dictate. This high-contact position cross-sells additional products and services that enhances the member’s financial situation and requires the ability to deal effectively with Members and other KEMBA Associates primarily by telephone and in writing. General Duties and Responsibilities: - Assumes responsibility for the effective and professional performance of Member service functions: - Presents and explains Credit Union services and products to Members and assists in meeting their financial needs; opens and closes accounts; orders checks for Member accounts; completes payroll deductions and authorization forms; - Answers questions and solves problems for Members by listening to problems, collecting data, securing answers and reporting results to the inquiring party; resolves Member bookkeeping and account related issues; - Receives and directs...