Job Title: Financial Solutions Specialist
Job Type: Full-time
Location: Virginia Beach, Virginia
At Chartway, helping our members achieve their dreams is our business. Through living Chartway's vision, mission, and values, our employees serve our communities to make their lives more affordable. Whether you want to work in leadership or you're just getting started, we invite you to join our team.
A Financial Solutions Specialist is responsible for providing exceptional member sales and service experiences and meeting/exceeding sales and service performance objectives in a fast paced, dynamic contact center environment. Responsibilities include delivering energetic service through multiple media types; telephone, emails and chat. Sales and service responsibilities include 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 transactions; effectively educating members on Chartway's products and services.
Qualifications include a high school education or equivalent GED, and two to three years of sales and customer service preferably in a financial institution contact/call center environment. Must possess superior verbal and written communication skills, as well as excellent listening skills. Must have the knowledge required to educate and facilitate members through the membership, account and loan application and closing process, and the ability to meet sales goals and juggle multiple priorities.
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.
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