Virtual Consultant

Responsibilities

• Deliver exceptional, personalized service to members through phone and digital channels.
• Guide members through deposit and lending solutions using strong consumer lending knowledge and sound credit analysis.
• Interview applicants, evaluate financial information, and ensure a seamless, confidential, and compliant experience.
• Assist members with financial services through a consultative approach to determine the most value‑added products and/or services to meet individual member needs.
• Demonstrate a working knowledge of the applicable core system, including loan and deposit platforms.
• Proactively assist members with their deposit & consumer lending needs.
• Ensure all needed member documents are collected for loan processing in accordance with policy and procedure.

• One to three years of similar or related experience, including Consumer Lending.
• A high school education or GED.
• Handle sensitive information with complete confidentiality and professionalism.
• Provide excellent and knowledgeable service to our members, both internal and external by adhering to our core values.
• Conduct themselves and members fairly, ethically, and with confidence.
• Successful job performance involves meeting and/or exceeding teambuilding, interpersonal, relationship building, and technical skills outlined in other duties and responsibilities.
• Must have good communication and PC skills.
• Critical thinker and effective problem solver.
• Collaborative service skills.
• Willing and eager to exceed expectations; demonstrated excellence in all aspects of service delivery operations.
• Demonstrated proficiency with 10‑key calculator, Windows, and other MS Office products and applications.

• High school education
• GED