Call Center/ Member Engagement Advisor

4 weeks ago

Harrisonburg, United States CommonWealth One FCU Full time
Job DescriptionJob Description

Are you passionate about delivering exceptional customer service and fostering meaningful relationships? At CommonWealth One Federal Credit Union, we’re dedicated to creating an outstanding member experience, and we’re on the lookout for a dynamic Member Engagement Advisor to join our vibrant team. In this role, you’ll be the key to building strong connections with our members, understanding their needs, and helping them achieve their financial goals. If you’re a proactive problem-solver with a genuine commitment to making a difference, we’d love to hear from you. Come be a part of a Credit Union that values innovation, teamwork, and personal growth

Employment Type: Full-Time

Hours of Operation: Monday-Friday: 9 am - 5:30 pm; Saturday 9 am - 12:30 pm.

Location: 42 Terri Dr, Harrisonburg, VA 22802

(ONSITE position during Onboarding/ Training period, Hybrid work model after successful completion of both).

Responsibilities

  • Answer calls, greet and welcome members in a courteous, professional, and timely manner, providing accurate and handling member transactions efficiently.
  • Provide product and service information to existing members and prospective members. Anticipate and recognize member issues, complaints or problems and facilitate the resolution of these issues.
  • Identify cross-sell opportunities and cross-sell products and services to members.
  • Assist in meeting department promotional goals including First Mortgage & Investment referrals.
  • Perform administrative tasks to complete member transactions. Follow-up with member and internal department team members as needed.
  • Conduct outbound calling to follow up on new member accounts and/or acquire new member loan business.
  • Ensures compliance with all applicable federal regulations, including the Bank Secrecy Act, Security, OFAC and the SAFE Act.

Performance Expectations

  • Meet assigned goals. Recommend Credit Union products and service solutions to members that will help our members’ financial life to be better.
  • Perform functions efficiently, effectively, and accurately and in accordance with established policies, standards, and security procedures. Adhere to and uphold all written policies and procedures of the Credit Union, including BSA/CIP and OFAC monitoring and reporting, security operation and personnel policies.
  • Reports and records are accurate, complete, and timely.
  • Cooperative and positive attitude towards members and Credit Union team members.
  • Supervisors are appropriately informed of department activities.
  • The Credit Union’s professional reputation is maintained and conveyed. Professional appearance and demeanor are maintained.
  • Dependable record of attendance and timeliness.
  • Demonstrate the Credit Union’s Core Values and Cultural Beliefs.

Education & Experience

  • One year to three years of related work experience within a Call Center in retail sales and/ or financial services environment.

  • High school education or GED, required.

  • Branch experience for a financial institution, preferred.

Skills & Abilities

  • Consistent excellent customer service skills.
  • Strong written, verbal and interpersonal communication skills.
  • Problem solving and conflict resolution capabilities.
  • PC skills (including Microsoft Office and banking platforms).

Other Pertinent Information

  • Regular and satisfactory attendance required.
  • Maintain an acceptable personal credit history and be bondable.

***CommonWealth One Federal Credit Union values, encourages, and implements diversity in the workplace.

As an equal opportunity employer, CommonWealth One Federal Credit Union does not discriminate in employment with regard to race, color, religion, national origin, citizenship status, ancestry, age, sex (including sexual harassment), sexual orientation, marital status, physical or mental disability, military status or unfavorable discharge from military service or any other characteristic protected by law.

All selected candidates will be subject to credit and background checks to determine employment eligibility. ***

  • Member Engagement Specialist

    1 week ago

    Harrisonburg, Virginia, United States Everence Full time

    Job OverviewPosition SummaryAct as a professional representative of Everence to members and prospective members.Efficiently manage member transactions and service inquiries.Encourage the use of credit union products and services through meaningful interactions.Assist colleagues with various office responsibilities as required.Key ResponsibilitiesAccurately...

  • Member Experience Specialist

    6 hours ago

    Harrisonburg, Virginia, United States CommonWealth One FCU Full time

    Job DescriptionAt CommonWealth One Federal Credit Union, we're seeking a highly skilled Member Engagement Advisor to join our team. As a key member of our customer service team, you will be responsible for delivering exceptional service to our members, fostering meaningful relationships, and helping them achieve their financial goals.Key...

  • Philanthropic Advisor

    1 week ago

    Harrisonburg, Virginia, United States Everence Full time

    Job OverviewPOSITION SUMMARYThe primary focus of this role is to address the requirements of donors through strategic charitable gift planning and support services. Build and nurture relationships with Charitable Services donors, potential contributors, and non-profit organizations. Collaborate effectively with the Core Market team and work in conjunction...

  • Academic Advisor

    3 weeks ago

    Harrisonburg, United States James Madison University Full time

    Academic AdvisorJames Madison UniversityJames Madison University announces the availability of an opening for an Academic Advisor in the School of Strategic Leadership Studies (SSLS). SSLS provides a dynamic and supportive work environment that aligns with the objectives of the University through providing a doctoral-level program in Strategic Leadership...

  • Call Center Customer Service Representative

    4 weeks ago

    Harrisonburg, United States TEKsystems Full time

    This position is responsible for answering incoming phone calls from existing customers regarding account information and offering information to potential customers. Job Duties include: Taking new applications and processing payments via phone, documenting customer concerns and problems, updating and changing account holder information, basic data entry and...

  • Enrollment Advisor

    1 week ago

    Harrisonburg, Virginia, United States Commonwealth of Virginia Full time

    Position Title: Enrollment Advisor Role Classification: N/A Employment Type: Full-Time Administrative & Professional Department: Admissions Office Compensation: Competitive Salary Overview: The Commonwealth of Virginia is seeking applications for an Enrollment Advisor. This role is pivotal in representing the institution to prospective...

  • Public Engagement Communications Intern

    3 days ago

    Harrisonburg, Virginia, United States Commonwealth of Virginia Full time

    Position Title: Communications Fellow - FWS Role Type: Institutional Employment/Federal Work Study Employment Status: Part-Time Department: Office of the President Unit Pay Rate: $14.00 per hour Overview: The Commonwealth of Virginia is seeking a dedicated Communications Fellow to join our team. This role offers a unique opportunity to...

  • Wealth Advisor

    3 months ago

    Harrisonburg, United States F&M Bank Full time

    The Wealth Advisor is responsible for the sales and distribution of investment products such as mutual funds, annuities, stocks and bonds to satisfy customer needs. Essential Duties: •Maintain a high level of profitable sales while assuring client suitability. •Maintain an up-to-date familiarity with the Bank's personal investment products portfolio to...

  • Customer Service Representative

    6 hours ago

    Harrisonburg, Virginia, United States CommonWealth One FCU Full time

    Job DescriptionAt CommonWealth One Federal Credit Union, we're seeking a highly skilled Member Engagement Advisor to join our team. As a key member of our customer service team, you will be responsible for delivering exceptional service to our members, fostering meaningful relationships, and helping them achieve their financial goals.Key...

  • Customer Experience Specialist

    3 months ago

    Harrisonburg, United States Best Buy Full time

    **Customer Experience Specialist (Advisor) - Job Details** **Customer Experience Specialist (Advisor)** Share Job **Overview** Part Time Entry Level Store Associates You are in for some awesome perks (Part-time and Full-time benefits based on your role and tenure) * Backup childcare * Tuition assistance for yourself and dependents * Generous employee...

  • Customer Engagement Representative

    1 week ago

    Harrisonburg, Virginia, United States Everence Full time

    Position OverviewRole SummaryAct as a professional representative of Everence to both current and prospective members.Efficiently manage member transactions and service inquiries.Advocate for credit union offerings through meaningful interactions.Assist colleagues with administrative tasks as required.Key ResponsibilitiesAccurately and securely process a...

  • Charitable Consultant

    3 months ago

    Harrisonburg, United States Everence Full time

    Job DescriptionJob DescriptionPOSITION SUMMARYFocus on meeting the needs of donors through charitable gift planning and providing support. Develop relationships with Charitable Services donors, prospective donors, and non-profits. Work closely with the other members of the Harrisonburg Core Market team. Collaborate with the Trust and Investment Advisors for...

  • Charitable Consultant

    1 month ago

    Harrisonburg, United States EVERENCE SERVICES, Full time

    POSITION SUMMARY Focus on meeting the needs of donors through charitable gift planning and providing support. Develop relationships with Charitable Services donors, prospective donors, and non-profits. Work closely with the other members of the Harrisonburg Core Market team. Collaborate with the Trust and Investment Advisors for charitable gift planning and...

  • Chapter Engagement Coordinator

    56 minutes ago

    Harrisonburg, Virginia, United States Commonwealth of Virginia Full time

    Job Summary:The Commonwealth of Virginia is seeking a highly skilled and experienced professional to serve as the Assistant Director of Chapter Programming in the Office of Alumni Relations. This role is responsible for developing and implementing strategies to engage alumni and build strong relationships with regional and affinity chapters.Key...

  • Charitable Consultant

    3 months ago

    Harrisonburg, United States Everence Full time

    POSITION SUMMARYFocus on meeting the needs of donors through charitable gift planning and providing support. Develop relationships with Charitable Services donors, prospective donors, and non-profits. Work closely with the other members of the Harrisonburg Core Market team. Collaborate with the Trust and Investment Advisors for charitable gift planning...

  • Family-Centered Treatment Practitioner

    1 week ago

    Harrisonburg, Virginia, United States Health Connect America Full time

    Position Overview:At Health Connect America, we are committed to providing exceptional mental and behavioral health services to individuals and families. Our organization is recognized for its dedication to fostering positive change and enhancing the quality of life for those we serve.Role Summary:The Family-Centered Treatment (FCT) Specialist will be...

  • Family-Centered Treatment Practitioner

    1 week ago

    Harrisonburg, Virginia, United States Health Connect America Full time

    Position Overview:As a Family-Centered Treatment Specialist at Health Connect America, you will play a crucial role in delivering comprehensive support services to children, adolescents, and their families. This position emphasizes the importance of providing care within the family’s natural environment, ensuring that interventions are tailored to meet...

  • Assessment Center Operations Coordinator

    1 week ago

    Harrisonburg, Virginia, United States Virginia Jobs Full time

    Position Title: Assessment Center Operations Coordinator (Part-Time)Virginia Jobs is seeking a part-time Assessment Center Operations Coordinator to deliver technical assistance, supervise examinations, and support overall operations.Key Responsibilities:Assist the Assessment & Testing Center Manager in managing facility operationsEngage effectively with...

  • Family-Centered Treatment Specialist

    1 week ago

    Harrisonburg, Virginia, United States Health Connect America Full time

    Position Overview:At Health Connect America, we are committed to delivering exceptional mental and behavioral health services to children, adolescents, and their families. Our mission is to foster positive change and support individuals in their journey towards improved well-being.Role Summary:The Family-Centered Treatment (FCT) Specialist plays a crucial...

  • Family-Centered Treatment Specialist

    3 days ago

    Harrisonburg, Virginia, United States Health Connect America Full time

    Position Overview:At Health Connect America, we are dedicated to providing exceptional mental and behavioral health services to children, families, and adults. Our mission is to support individuals in their pursuit of self-improvement and fulfilling lives, whether in their homes, communities, or office settings.Role Summary:The Family-Centered Treatment...