Virtual Financial Service Representative
Boost your chances before you apply.
Commonwealth Credit Union
Frankfort, KY, US
Summary
The Virtual Financial Service Representative manages inbound and outbound member communications, including video and web messaging, to provide financial assistance and support. They are responsible for processing transactions, opening memberships, and ensuring compliance with credit union policies while meeting quality and sales goals.
Job Description
Our goal is to be an Employer of Choice, and it takes all of us to achieve this. That’s why all Commonwealth Credit Union Team Members are expected to live our Team 1 culture in all facets of their position. Our team is committed to ‘bettering lives through our passion to serve’ and this includes everyone - from our team members to the people in the communities we serve. We do this best when we appreciate each other for our differences, foster connections, and ensure an inclusive environment where everyone can thrive and be successful.
The Virtual Financial Service Representatives handle inbound and outbound communications, including web messaging and video interactions, providing informed responses and additional assistance as needed.
They accurately perform financial transactions, maintain high standards for quality assurance, and provide exceptional member service through effective communication and follow up.
They open and close memberships, process loan applications, and ensure compliance with credit union policies and procedures. They assist with certificate portfolios, reporting requirements, and regulatory compliance, while supporting team members in document preparation. They represent Commonwealth Credit Union professionally and strive to provide an exceptional member experience, exceeding department expectations.
The duties and responsibilities of a Virtual FSR include, but are not limited to:
- Consistently meeting or exceeding quality assurance standards established by the credit union for handling inbound and outbound communications.
- Actively ensuring consistent availability for incoming calls and messages by planning ahead and minimizing unscheduled time away from workstation.
- Demonstrating strong commitment to achieving sales and service goals. Actively engaging in sales development activities while staying informed on consumer credit trends.
- Maintaining all required licensure for offering credit union products and services.
- Opening new memberships, checking accounts, and related products efficiently.
- Applying active listening and critical thinking to review credit reports, identify member needs, and recommend personalized solutions aligned with member goals.
- Consistently meeting individual performance metrics and contributing to surpassing departmental objectives.
- Demonstrating the ability to communicate clearly, accurately, and professionally with members, colleagues, and internal departments.
- Demonstrating accuracy and efficiency by thoroughly completing member requests while upholding high quality standards and minimizing errors.
Other requirements:
- Must be able to work on Saturdays
- Must be service oriented and enjoy working with the public
- Must work effectively under stress and be able to meet tight deadlines
At Commonwealth Credit Union, We CU differently®. What does that mean? We See You Differently and We Credit Union Differently. Our differences are what make us special, and we think they should be celebrated. We meet you where you are and walk alongside you, wherever you are on this journey called life.
Our mission is simple: Bettering Lives Through Our Passion to Serve. We are dedicated to improving the financial well-being of our members by offering personalized, accessible financial services that help individuals and families achieve their goals. Our passion for service goes beyond transactions – it's about making a meaningful difference in the lives of those we serve, fostering lasting relationships, and creating a positive impact in the communities we call home.
Commonwealth Credit Union was founded with the vision of providing a safe and reliable financial institution for the Kentucky retirees. Since then, we’ve grown to nearly 400 team members serving more than 130,000 members of all walks of life, always keeping our cooperative roots at the heart of everything we do.
As we look to the future, we remain committed to evolving with the times while staying true to the values that have made us a trusted partner in financial success for so many.
ELIGIBILITY
At Commonwealth Credit Union, we believe innovative financial services should be accessible to everyone. That’s why we offer membership opportunities through various pathways such as familial relationships or by joining one of our approved associations.
Bottom line – ANYONE can join Commonwealth Credit Union. It’s all about finding the best pathway for YOU!
Founded
1951
Company size
201-500 employees
Industry
Financial Services
Org type
Nonprofit
Headquarters
Frankfort, Ky
At Commonwealth Credit Union, We CU differently®. What does that mean? We See You Differently and We Credit Union Differently. Our differences are what make us special, and we think they should be celebrated. We meet you where you are and walk alongside you, wherever you are on this journey called life.
Our mission is simple: Bettering Lives Through Our Passion to Serve. We are dedicated to improving the financial well-being of our members by offering personalized, accessible financial services that help individuals and families achieve their goals. Our passion for service goes beyond transactions – it's about making a meaningful difference in the lives of those we serve, fostering lasting relationships, and creating a positive impact in the communities we call home.
Commonwealth Credit Union was founded with the vision of providing a safe and reliable financial institution for the Kentucky retirees. Since then, we’ve grown to nearly 400 team members serving more than 130,000 members of all walks of life, always keeping our cooperative roots at the heart of everything we do.
As we look to the future, we remain committed to evolving with the times while staying true to the values that have made us a trusted partner in financial success for so many.
ELIGIBILITY
At Commonwealth Credit Union, we believe innovative financial services should be accessible to everyone. That’s why we offer membership opportunities through various pathways such as familial relationships or by joining one of our approved associations.
Bottom line – ANYONE can join Commonwealth Credit Union. It’s all about finding the best pathway for YOU!
Founded
1951
Company size
201-500 employees
Industry
Financial Services
Org type
Nonprofit
Headquarters
Frankfort, Ky