KEMBA Financial Credit Union
Columbus, OH, USA
Title: Virtual Branch Services Representative
Reports to: Virtual Branch Services Supervisor or Manager
Supervises: None
Status: Non-Exempt
Objective
The Virtual Branch Services Representative will provide sales and service support for Member-based business. In doing so, the Associate will provide superior service on a compliant basis for all inbound/outbound Member activity that results from Member calls, e-mail, and Internet activity.
Duties and Responsibilities
Professionally service Member activity associated with loan and deposit services:
Provide accurate information for all products and services, as well as the status of all Member accounts
Open new membership and deposit accounts
Assume primary ownership over all Member issues by accurately documenting, researching, and resolving or escalating Member issues associated with any product or service
Cross-sell alternative or additional services where they best fit the Member’s needs...