Virtual Relationship Specialist

Take a leap and join our team!

At Gesa, we believe in the power of our people. Coming from all walks of life, our team members’ individual stories and unique experiences are our most valuable asset. But it’s how we come together, igniting our collective compassion and commitment to empowering our communities, that makes us succeed. Because we know we go further when we go together.

Here you can join a team who is passionate about serving others, has a desire to do good, and shares a deep love of people. You can engage in meaningful work that impacts your community. You can challenge yourself and grow in your career. And, you can rest assured that your wellbeing and prosperity are our priority.

Get to know us:
About - Gesa Credit Union Role

Summary:

The Virtual Relationship Specialist assists members and nonmembers with their consumer deposit account needs. This team member has intermediate knowledge of all products, services, organizational policies, and procedures. They are responsible for providing a high level of quality service while cross-selling credit union products and services. The Virtual Relationship Specialist performs a variety of functions via telephone, email, and other means of communication to help facilitate the welcoming of new members to the credit union.

What You Will Be Doing:

Provide exceptional member service to all whom we serve

Maintain the highest level of confidentiality relative to information received

Assist members and nonmembers with establishing membership and/or additional consumer accounts virtually, ie. phone, web Process applications from members and nonmembers, and from internal departments within established service level agreements

Perform consumer account maintenance, including name, address, and account ownership changes.

Initiate outbound welcome calls and/or email to new and potential members

Have a core understanding of financial literacy, products, and services and be able to fluidly converse with members

Demonstrate an up to date and comprehensive knowledge of all credit union products, services, policies, procedures, and related regulatory requirements

Evaluate and mitigate risk for fraud while maintaining membership growth

Assists with department training needs and serve as a resource for other teams

Perform other duties as assigned

About You:

A strong familiarity of a financial institution’s products and services, preferably in a credit union environment

Comprehensive knowledge of credit union history and its philosophy

Actively participates in community outreach events

Demonstrated ability to work effectively with individuals and groups across the company to manage internal and external member relationships

Proven verbal and written communication skills

Strong attention to detail and accuracy

Ability to analyze, research and resolve medium to high complexity problems under moderate guidance of team leader

Ability to work independently with moderate supervision and be a team player

Ability to work in a fast-paced environment and multitask without compromising work quality

What You Will Need:

Minimum of one (1) year of experience working in a customer service or support role Minimum of one (1) year of deposit account opening experience

Demonstrated intermediate knowledge of MS Office applications (Word, Excel and Outlook) and multiple software programs used to perform duties

High school diploma or equivalent

Our Team Member Value Proposition:

In exchange for bringing your talent to Gesa, here are a just a few of the benefits and perks we offer:

Competitive Pay Medical, Dental, Vision, and Life Insurance
20 days/year of Paid Time Off – Plus 10 Paid Holidays!401(k) Match Incentive Program Tuition Assistance and Student Loan Repayment Commuter Benefits Paid Time Off to Volunteer in the Community Product discounts

Engaging Work Environment Rewards and Recognition Programs Full Salary Range:$20.00-$29.86
* While our full pay range is listed, most new team members typically start between the minimum and midpoint based on their experience and qualifications. This approach gives room to grow within the role as your career progresses with us!"Get wise to what’s possible with a career…