Contact Center Account Consultant Iii

2 weeks ago

Midlothian, United States Virginia Credit Union Full time

Job Description:
PRIMARY FUNCTION:
The Contact Center Account Consultant III’s primary function is to answer telephone inquiries regarding deposit and loan accounts, promote credit union products and services that meet the members’ needs and retains their business, handle live chat conversations, handle texting conversations and consistently provide proactive Quality Service to members and all co-workers throughout the credit union.

JOB DUTIES AND RESPONSIBILITIES: Perform all of the following functions in a call center environment on the phone, texting or through live chat conversations:
- Promote the credit union by cross-selling products and services focusing on member needs.- Meet business objectives for sales, growth and membership retention.- Handle member inquiries and solve problems with a focus on self-service education.- Handle live chat conversations in VACU’s virtual assistant/live chat format, GINI.- Complete text messages to members based on their requests for information and support.- Explain VACU’s suite of digital services and provide problem-resolution to members.- Provide servicing support to Business Services members.- Explain loan options and loan products over the phone.- Ability to quote loan payoffs to members.- Ability to open checking and additional savings accounts over the phone.- Inform, Educate, and Advise members, regardless of the individual circumstances.- Perform transfers, withdrawals, loan payments by transfer and advances from lines of credit by transfer or check. Take check orders over the phone and process Credit Card Payments.- Assist members with the transfer program, payroll deductions, direct deposit, stop payments and credit card inquiries.- Other duties may be required and assigned by the supervisor.- Comply with all published enterprise level policies and procedures including, but not limited to, Risk Management policies.- Complete all required, ongoing enterprise level training including, but not limited to BSA, OFAC, and Information Security.- Report all Risk Management Policy violations in accordance with policy.

Expectations:
- Meet Contact Center service quality standards. Consistently give quality service to external and internal members. Treat members courteously and professionally while handling their requests promptly and accurately.- Evaluate members’ needs and make recommendations that will help them achieve their financial goals.- Consistently meet or exceed monthly proactive cross-selling, account retention, quality, and time management goals.- Build relationships with credit union members and team members.- Contribute towards individual, team and department goals while promoting team spirit.- Have excellent, professional written communication skills that meets the standards for live chat and texting conversations with members.- Give feedback to the Managers and Supervisors about department and team goals and incentives.- Attend training sessions as directed by Manager or Supervisor to keep skills current.- Consistently demonstrate skills learned during the GUIDE and HELP Sales Training.- Keeps all member and credit union business confidential.JOB QUALIFICATIONS:
Knowledge: Must have a thorough knowledge of credit union products and brand to include loan products and services. Must have advanced credit union knowledge shown by successful completion of the Consultant Tier 1 and Tier 2 training program.

Skills: Must be able to operate a computer and other office equipment. Must be skillful when working with details such as numbers and names. Must have the ability to effectively and professionally communicate with members both verbally and in writing. Must be able to work in a stressful environment while being flexible. Must have the ability to consistently provide excellent service. Must show by example the increased abilities learned in the Account Consultant Tier 1 and Tier 2 training program.

Minimum Education and Experience: High school degree with additional business courses preferred. Prior experience in a busy public contact position at a credit union, financial institution, or a retail outfit. Must have experience with computers. Must have experience in handling member requests and inquiries. Successful completion of Account Consultant Tier 1 and Tier 2 training program. Must be performing at a Significant Contributor level after completion of the Consultant Tier 1 and Tier 2 training program.

PHYSICAL REQUIREMENTS: Ability to sit for long periods of time. Infrequent lifting or carrying of objects up to 10 pounds. Ability to speak and hear clearly with reasonable accommodation.

  • Contact Center Account Consultant III

    1 month ago

    Midlothian, United States Virginia Credit Union Full time

    Job Description: PRIMARY FUNCTION: The Contact Center Account Consultant III's primary function is to answer telephone inquiries regarding deposit and loan accounts, promote credit union products and services that meet the members' needs and retains their business, handle live chat conversations, handle texting conversations and consistently provide...

  • Contact Center account Consultant I

    4 days ago

    Midlothian, United States Virginia Credit Union Full time

    Job Description: PRIMARY FUNCTION: The Contact Center Account Consultant I's primary function is to answer telephone inquiries regarding deposit and loan accounts while promoting credit union products and services and consistently giving quality service to members and all co-workers throughout the credit union. JOB DUTIES AND RESPONSIBILITIES: Perform all...

  • Contact Center Lending Advisor

    1 month ago

    Midlothian, United States Virginia Credit Union Full time

    Job Description: PRIMARY FUNCTION: In a contact center environment, make outbound calls to proactively contact existing members and potential members to introduce needs-based lending and deposit solutions. Contribute to the credit union's loan growth goals and strategies through disbursed loan dollars. Expand and deepen member relationships through products...

  • Operator III

    2 days ago

    Midlothian, United States Harsco Environmental Full time

    Job DescriptionJob DescriptionCompany DescriptionHarsco Environmental is the premier provider of material processing and environmental services to the global steel and metals industries. Our onsite mill services and resource recovery services offer sustainable solutions that maximize environmental benefit and return valuable raw material into production. We...

  • Call Center Representative

    4 weeks ago

    Midlothian, United States Midlothian Family Practice Full time

    **Midlothian Family Practice is currently seeking to fill an open position in our Midlothian Village location for a Call Center representative to join our team. We have 4 offices and handle calls for 29 providers which includes a fast paced, high call volume setting with no in-person patient contact.** - Primary Responsibilities include:_ - Handling phone...

  • Planning Consultant

    7 days ago

    Midlothian, United States Fidelity TalentSource LLC Full time

    Job Description: Planning Consultant As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client's unique planning needs. Through your integrity and adoption...

  • Leasing Consultant

    4 weeks ago

    Midlothian, United States HHHunt Full time

    As a **Leasing Consultant** for HHHunt's Abberly CenterPointe apartments, you are passionate about being Customer Focused and that means your top priority is helping customers find solutions and making a positive impact every day and with every interaction. It is HHHunt’s mission to improve the world and how people live by creating meaningful experiences...

  • Leasing Consultant

    1 month ago

    Midlothian, United States Capreit Full time

    OverviewCAPREIT extends an invitation to you to become a member of our family. Our company manages multifamily housing communities across the United States as a national property management company. Are you someone who prioritizes organization, positivity, and outgoing? Become a part of our team as the Leasing Consultant for our Atlantic @ Charter Colony...

  • Plasma Center Nurse

    2 weeks ago

    Midlothian, United States Biolife Plasma Services Full time

    By clicking the “Apply” button, I understand that my employment application process with Takeda will commence and that the information I provide in my application will be processed in line with Takeda’s Privacy Notice and Terms of Use. I further attest that all information I submit in my employment application is true to the best of my knowledge. Job...

  • Preschool Center Director

    1 month ago

    Midlothian, United States The Learning Experience Full time

    Benefits: * 401(k) matching * Bonus based on performance * Competitive salary * Dental insurance * Employee discounts * Flexible schedule * Free uniforms * Health insurance * Opportunity for advancement * Paid time off * Training & development * Vision insurance * Wellness resources We are currently seeking a passionate individual with daycare or preschool...

  • Call Center Representative

    3 weeks ago

    Midlothian, United States ClearStaff, Inc. Full time

    Job DescriptionJob DescriptionWe are a 25-year-old industrial staffing agency with 9 locations in the Chicago area. Our clients include logistics companies, manufacturers, distribution centers, and warehouses. Our Sales Team needs a Sales Assistant to support their efforts to establish relationships with prospective clients.Hours:Monday-Friday, 8 am - 5 pm...

  • Preschool Center Director

    1 month ago

    Midlothian, United States The Learning Experience #134 Full time

    Benefits: 401(k) matching Bonus based on performance Competitive salary Dental insurance Employee discounts Flexible schedule Free uniforms Health insurance Opportunity for advancement Paid time off Training & development Vision insurance Wellness resources We are...

  • Leasing Consultant

    3 weeks ago

    Midlothian, United States HHHunt Full time

    As a Leasing Consultant for HHHunt's Abberly CenterPointe apartments, you are passionate about being Customer Focused and that means your top priority is helping customers find solutions and making a positive impact every day and with every interaction. It is HHHunt’s mission to improve the world and how people live by creating meaningful experiences and...

  • Retail Sales Consultant

    4 weeks ago

    Midlothian, United States AT&T Full time

    **Job Description:** Its time to take your sales career to the next level. Every day youll be at the center of it all. Your goal? Create meaningful connections with every customer, with your personalized sales expertise. Meeting sales targets and earning your commission happens with the power of AT&Ts full suite of products at your fingertips the latest...

  • Preschool Center Director

    3 weeks ago

    Midlothian, Virginia, United States The Learning Experience Full time

    Benefits: 401(k) matching Bonus based on performance Competitive salary Dental insurance Employee discounts Flexible schedule Free uniforms Health insurance Opportunity for advancement Paid time off Training & development Vision insurance Wellness resourcesWe are currently seeking a passionate individual with daycare or preschool leadership experience to...

  • Sales Account Manager

    7 days ago

    Midlothian, United States Nycom . Inc Full time

    Job DescriptionJob DescriptionDescription:Sales Account Manager - Construction OH Sales Account Manager - Construction OHCincinnati, OHDescriptionNycom is hiring! Come join one of the largest names in Laboratory Construction and be the face of our business with your clients as an Account Manager or Account Executive in Cincinnati area and help us continue...

  • Sales Account Manager

    1 month ago

    Midlothian, United States Nycom . Inc Full time

    Job DescriptionJob DescriptionDescription:Sales Account Manager - Construction OH Sales Account Manager - Construction OHCincinnati, OHDescriptionNycom is hiring! Come join one of the largest names in Laboratory Construction and be the face of our business with your clients as an Account Manager or Account Executive in Cincinnati area and help us continue...

  • Account Representative

    3 days ago

    Midlothian, VA, United States Mariner Finance, LLC Full time

    Are you a goal-oriented individual? Are you looking to start your career at an industry-leading consumer finance organization with an award-winning service team that has ample opportunity for career growth? If you answered yes to these questions, our Account Representative position, sounds like a fit for you. Apply with Mariner Finance today! Position:...

  • Fiscal Technician Iii

    2 months ago

    Midlothian, United States Chesterfield County Public Schools Full time

    **General Description**: - Provides bookkeeping services for the assigned school. Performs a variety of moderately complex work within established procedures and standard practices. Work is performed under general supervision without specific instruction and requires coordination with others at all organizational levels within and outside the school....

  • Data Center Facilities Lead and Door Technician

    1 month ago

    Midlothian, United States Salute Mission Critical Full time

    Salute is a leading provider of cutting-edge Data Center Infrastructure Services, dedicated to serving data center clients worldwide. We pride ourselves on delivering sustainable solutions, unparalleled reliability, and outstanding customer service. As we continue to grow, we are seeking a dynamic and experienced Data Center Door Technician to join our team...