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Citadel Credit Union · 1 day ago

Virtual Banking Relationship Advisor II

Exton, Pennsylvania, United States

Full-time

Hybrid

Entry, Mid Level

2+ years exp

Citadel Credit Union is seeking a Virtual Banking Relationship Advisor II to provide an outstanding experience to their members. The role involves addressing member inquiries, promoting products, and ensuring smooth operations within the contact center.

Financial Services

Responsibilities

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 channels

Promote credit union products and services, based on account review, while assisting members

Maintain advanced knowledge level of Citadel’s consumer and business product lines to effectively recommend appropriate products and troubleshoot Citadel’s services

Collaborate with team members to achieve overall contact center goals and objectives

Consistently achieve or exceed member experience and production metrics

Continuous education on industry trends and best practices

Meet and comply with all the requirements set forth in the SAFE Act including but not limited to successful completion of the required background checks

Perform other duties as assigned

Qualification

Contact center technologiesData analysisExceptional serviceRetail experienceCommunication skillsAccountabilityResiliencyFluent EnglishInterpersonal skillsWork under pressureIntegrity