Financial Solutions Specialist; Call Center Sales

Job Title:

Financial Solutions Specialist

Job Type: Full-Time
Department

Hours:

Monday – Friday 8:30 AM – 7:30 PM;
Saturday 9:00 AM – 3:00 PM

Location:

Virginia Beach, VA
Hiring Range: $21 - $22 per hour (Higher compensation may be considered based on experience, qualifications, and internal equity)

All of us at Chartway stand united in our strong culture of listening and learning. We treat people with respect, integrity, and kindness, and are committed to continuously developing a diverse and inclusive workplace where team members are empowered to be their authentic selves. All backgrounds, viewpoints, and life experiences are welcome, knowing this commitment strengthens our credit union family and communities.

The Financial Solutions Specialist reports to the Member Solutions Center Manager, and is responsible for providing exceptional service experiences in a fast paced call center environment. Team members are accountable for first call resolution by accurately resolving member inquiries through the extension of credit union product and service solutions. All experiences delivered should positively contribute to the channel's achievement of sales and service performance objectives.

Specialist may interact with members by telephone, email or chat.

• Consistently delivering an exceptional member experience as measured by the credit union
• Delivering energetic service through multiple media types: telephone, email, and chat
• Producing a pro‑rate portion of assigned sales goals
• Optimizing member contacts by meeting immediate needs and uncovering additional opportunities to serve the member
• Utilizing “available” time efficiently, consistently maintaining low “work” and “unavailable” percentages while meeting interaction performance standards
• Complying with all member verification processes and transaction processing guidelines to mitigate risk and protect the member and the credit union from fraud or loss
• Identifying opportunities to sell credit union products; meeting/exceeding aggressive sales, cross‑sell and funding goals; providing prompt, accurate and courteous responses to members; making financial recommendations; processing various complex financial transactions; effectively educating members basic financial literacy components and Chartway’s products and services

• Superior organizational skills that enable accurate and efficient service and sales experiences
• Superior verbal and written communication skills
• Knowledge required to educate and guide members through the membership, account and loan application process up to and including closing
• Excellent listening and communication skills
• Self‑motivated to meet aggressive sales goals and manage competing priorities
• Problem‑solving ability, information provider and liaison between members and various internal departments
• Ability to work in a fast paced, ever changing environment
• Ability to effectively move between communication tools—telephone, email and chat—as demand presents
• Strong work ethic that supports organizational values and demands the highest standard of conduct from self and others

• Education:
  
  Some college preferred but high school education or equivalent GED acceptable
• Experience:
  
  Two to three years of sales and customer service, preferably in a financial institution contact/call center environment

Chartway offers a competitive salary and a comprehensive benefits package. Candidates must have a good credit history for consideration. Salary requirements must be included and resumes must be accompanied by a Chartway Employment Application for consideration.

Chartway Federal Credit Union is an EOE/M/F/Disability/Vet Employer.

If a reasonable accommodation is needed for the job interview process, please contact our Talent Acquisition Team at extension 74862 or email us at