Interra Credit Union
Goshen, IN
WHAT YOU WILL DO EVERYDAY
As a Virtual Advisor II, you will be responsible for delivering exceptional member service by providing digital-first financial support through inbound and outbound interactions in addition to contributing to team development, process improvement, and strategic service initiatives. This role focuses on opening and servicing all types of credit union accounts, with an emphasis on personalized follow-up and seamless hand-offs to enhance member relationships as well as manages escalated service situations and actively participate in improving member journeys and digital service delivery.
Direct Reports: None
HOW YOU WILL MAKE AN IMPACT
40% Open all types of credit union accounts including Consumer, Business, Health Savings Accounts (HSA), Trust, and other specialized account types. Provide specialized support for branch team members by taking over complex or escalated account scenarios (handoffs). Serve as a...