Virtual Experience Advocate

Job Summary

Providing a full range of sales, service, advisory, and problem-resolution activities, the full-time Virtual Experience Advocate will assist members and non-members through various remote channels, ensuring a seamless and personalized experience while managing financial transactions and account maintenance.

Key responsibilities:

• Deliver exceptional member experience through timely and accurate support across video, phone, chat, and secure messaging
• Build and deepen member relationships through consultative conversations that identify financial needs and provide appropriate solutions
• Assist with account opening, maintenance, lending, and digital banking support while ensuring compliance with credit union policies and regulatory requirements

Required qualifications:

• High School diploma or equivalent certificate
• Minimum of two years of experience in a credit union, banking, or financial services environment
• At least one year of experience in a customer-facing role providing sales or account-related support
• Experience utilizing multiple systems and technologies to resolve member inquiries
• Bilingual English/Spanish preferred