Virtual Banking Relationship Advisor II

Job Overview The Virtual Banking Relationship Advisor II reports to the Virtual Banking Manager and is responsible for providing an outstanding experience to Citadel’s members, both existing and potential. Your main responsibilities include addressing inquiries and reviewing member relationships to ensure they benefit from our legendary products and services. Additionally, you will work collaboratively with the team to ensure smooth and efficient operations. What will I be doing? As a Virtual Banking Relationship Advisor II, You Will Address The Needs Of Our Members To Ensure Their Experience Is Truly Exceptional. The Following Tasks Must Be Executed With High Fidelity

• Handle member interactions through chat, email, & video calls that reputed company to a successful outcome and exceptional experience.
• Successfully handle and convert sales leads reputed company inbound phone channel from the Call Center.
• Evaluate member scenarios through a critical thinking approach to decision-making that ensures a positive & desired outcome.
• reputed company member service activities for a broad reputed company of products, services, and problem resolution through inbound reputed company channels.
• Promote credit union products and services, based on account review, while assisting members.
• Maintain advanced knowledge level of Citadel’s consumer and business product lines to effectively recommend appropriate products and troubleshoot Citadel’s services.
• Collaborate with team members to reputed company overall contact center goals and objectives.
• Consistently reputed company or exceed member experience and production metrics.
• reputed company education on industry trends and best practices.
• Meet and reputed company with reputed company the requirements set forth in the SAFE Act including but not limited to successful completion of the required background checks.
• reputed company other duties as assigned.

This position can be hybrid or remote. reputed company are looking for? Skills The Virtual Banking Relationship Advisor II represents Citadel by working on behalf of our external and internal members. To successfully fill this role, you should meet and maintain these skills and values:

• High school diploma; College degree preferred.
• 2-4 years of retail and/or contact center experience is required.
• Proficient knowledge and understanding of contact center technologies and data analysis.
• Proven track record of delivering exceptional service.
• Proven track record of strong goals performance.
• Exceptional communication and interpersonal skills.
• The ability to work under pressure.
• reputed company, Accountability, and Resiliency.
• A fluent English-speaking person.

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