Virtual Member Specialist

About us

Western Vista Credit Union is a small business in FINANCIAL_SERVICES_BANKING in Cheyenne, WY. We are professional and agile.

Our work environment includes:

• Modern office setting
• Growth opportunities
• On-the-job training

```Job Overview```

We are currently seeking a Virtual Member Specialist to join our on site team (this position is NOT remote). As a Virtual Member Specialist, you will be responsible for various tasks including outbound calling, data entry, and providing excellent customer service. This is an exciting opportunity to work in a fast-paced environment and contribute to the success of our organization.

Support our core purpose of helping people enhance their quality of life and live our brand promise of your finances, our focus. Advocate for new and existing members of the Credit Union, by developing and growing a professional relationship. As an advocate you will work closely with the membership to develop their financial goals, while working to achieve branch and company growth metrics.

```Responsibilities```

- Conduct outbound calls to potential customers

- Provide information about our products and services

- Upsell and cross-sell products to maximize sales opportunities

- Communicate effectively with customers to understand their needs and address any concerns

- Enter customer data accurately into our database

- Analyze customer information to identify trends and opportunities for improvement

- Engage new and existing members to conduct effective member interviews, to uncover appropriate needs and to help them define and reach their financial goals through inbound and outbound phone calls in our virtual branch. Explain and recommend products, services and behaviors that will best benefit the member and their lifestyle, including basic budgeting and financial planning. Open and close products based on need. Prepare and organize appropriate documentation for product/service opening and maintenance. Always do the right thing for both the member and the credit union. (win/win) This includes identifying cross sell opportunities and inhouse referrals that would benefit the member and the credit union.

```Qualifications```

- Fluent in English, both written and verbal

- Multilingual skills, particularly in Spanish, are highly desirable

- Excellent phone etiquette and communication skills

- Previous experience in sales or customer service is preferred

- Ability to effectively upsell and promote products

- Strong data entry skills with a high level of accuracy

If you are a motivated individual with a passion for sales and providing exceptional customer service, we would love to hear from you. Apply now to join our dynamic team of Specialists!

Job Type: Full-time

Pay: $24.92 - $37.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Referral program
• Vision insurance

Application Question(s):

• Please give us your email address and a phone number to contact you at.
• Tell us about your call center experience.
• Tell us about your experience working in a bank or credit union.
• If offered the position what would your hourly rate need to be?
• Why are you leaving your current position?
• Why would you like to join our Western Vista team?

Ability to Commute:

• Cheyenne, WY 82001 (Preferred)

Ability to Relocate:

• Cheyenne, WY 82001: Relocate before starting work (Preferred)

Work Location: In person