Virtual Branch Service Representative (Call Center)

Job description

Title: Virtual Branch Services Representative Reports to: Virtual Branch Services Supervisor or Manager Supervises: None: Status: Non-Exempt: Objective: The Virtual Branch Services Representative will provide sales and service support for Member-based business. In doing so, the Associate will provide superior service on a compliant basis for all inbound/outbound Member activity that results from Member calls, e-mail, and Internet activity. Duties and Responsibilities: - Professionally service Member activity associated with loan and deposit services: - Provide accurate information for all products and services, as well as the status of all Member accounts - Open new membership and deposit accounts - Assume primary ownership over all Member issues by accurately documenting, researching, and resolving or escalating Member issues associated with any product or service - Cross-sell alternative or additional services where they best fit the Member’s needs - Provide basic financial services advice to Members that promotes their financial well-being - Provide a superior level of support for all MSRs and lending staff: - Assist in the development of competitive and/or Member information th...