Virtual Branch Representative

Join Our Team as a Virtual Branch Representative! Where Exceptional Service Meets Meaningful Sales Conversations Are you passionate about helping people, building relationships, and confidently recommending solutions that truly make a difference? Do you enjoy working in a fast-paced, digital-first environment where every interaction counts? If so, we’d love to meet you! We’re looking for a Virtual Branch Representative who brings energy, empathy, and a sales mindset to every member interaction. In this role, you’ll serve as a trusted financial partner, providing outstanding service while identifying opportunities to connect members with the right products and services to support their financial goals. What You’ll Do (and Love Doing!) As a key member of our Virtual Branch team, you’ll: - Deliver exceptional member experiences through phone, email, chat, and text, making every interaction welcoming, professional, and efficient. - Proactively identify, recommend, and cross-sell credit union products and services that best fit each member’s needs. Your conversations matter, and they help our members thrive! - Open and close accounts, process loan applications, order cards, complete stop payments, and support members with share accounts, IRAs, e-statements, and more. - Assist members with basic loan questions and remote access tools, helping them feel confident using digital services. - Handle incoming calls, emails, chats, and texts with accuracy and urgency, responding to emails within 24 hours and chats/texts within 5 minutes. - Research and resolve member questions or concerns, ensuring thoughtful follow-up and complete satisfaction. - Continuously build your product knowledge so you can confidently offer solutions and contribute to the organization’s growth. - Represent our Credit Union’s Vision, Mission, and Core Values in everything you do. What We’re Looking For You’ll be a great fit if you bring: - A high school diploma or GED and 3+ years of customer service experience, ideally with sales or financial services exposure. - Strong communication skills and a genuine desire to help, and sell, by understanding member needs. - Confidence using computers and systems, including Microsoft Word and Excel, with the ability to quickly learn new platforms. - A results-driven mindset: you enjoy meeting goals, offering solutions, and contributing to team success. - Flexibility to work assigned schedules based on business needs. Why You’ll Love Working With Us - Be part of a collaborative, supportive team that values service excellence and sales success. - Make a real impact by helping members improve their financial well-being, every single day. - Grow your skills in sales, service, and financial products within a respected credit union environment. - Enjoy a professional office-based work environment with opportunities for training and development. \*This is not a work from home position. This position is on site at 1115 N Westover Blvd Albany, Ga\*