Virtual Banking Relationship Advisor II

Job description

Job Overview The Virtual Banking Relationship Advisor II reports to the Virtual Banking Manager and is responsible for providing an outstanding experience to Citadel’s members, both existing and potential. Your main responsibilities include addressing inquiries and reviewing member relationships to ensure they benefit from our legendary products and services. Additionally, you will work collaboratively with the team to ensure smooth and efficient operations. What will I be doing?: As a Virtual Banking Relationship Advisor II, you will address the needs of our members to ensure their experience is truly exceptional. The following tasks must be executed with high fidelity: This position can be hybrid or remote. - Handle member interactions through chat, email, & video calls that lead to a successful outcome and exceptional experience. - Successfully handle and convert sales leads via inbound phone channel from the Call Center. - Evaluate member scenarios through a critical thinking approach to decision-making that ensures a positive & desired outcome. - Perform member service activities for a broad range of products, services, and problem resolution through inbound and digital channe...