Virtual Services Representative

Representative

Remote

January 29, 2026

Application ends: April 29, 2026

Job Description

JOB DETAILS

REQUIREMENTS

High school or equivalent (Required)

RESPONSIBILITIES

Demonstrates empathy for members, making their problems and concerns your problems and concerns.
Maintain a professional and friendly demeanor to provide excellent Member Services Use proper spelling and grammar in all internal and external communications
Use of Call Center Software to maintain availability for all interactions relative to current skillset(s).
Reliable internet connection and distraction-free workspace during assigned work hours
Properly identify all members following our client’s policy and procedures and enforce member identification procedures, using applicable scripts and communication software.
Must have a strong understanding of compliance, regulations, and our client’s policy and procedure
Respond promptly to member’s requests and inquiries via telephone, admin email box, and secure messaging ensuring the highest quality member service standards, including but not limited to transfers, payments, remote access questions, etc.
Resolve routine issues and complaints; escalate complex issues and complaints when necessary.
Provide general information about share application process and all credit union products and services.
Service member needs regarding share accounts, trusts, U.T.M.A.s, business accounts, share drafts, IRAs, HSAs, and share certificates.
Assist members with debit card inquiries, including fraud blocks, fraud Identify secured/uncollected (on hold) funds and entering travel notifications.
Assist members with bill pay inquiries
Use Company Directory and knowledge base to provide accurate follow-up information or redirection, ensuring that members are informed of accurate turnaround time and requests are sent to the proper team.
Utilize trackers and follow-ups as necessary, including notifying branches when a member’s physical presence is required.
Complete Mobile Check Deposits as needed
Be able to work with minimal supervision.
Perform other duties and responsibilities as assigned or required, assuring organizational success.
Other duties as assigned