• Kensington, MD
  • Full-time
  • Quick Apply
2 days ago

Job Description

Virtual Branch Advisor ISignal Financial is a progressive and growing Credit Union with over 18,000 members and more than $377+ million in assets. We are committed to building a new way of banking for our current and future members in the Washington Metro area. Our goal is to be a progressive multi-billion-dollar financial institution by re-inventing the way we operate, particularly when it comes to enhancing the membership experience. We aim to do this by being innovative, creative, and nimble in offering distinctive products and services. The position is located at Kensington, MD headquarters. The role is hybrid, in office Tuesdays, Wednesdays, and Thursdays. Position DescriptionThe Virtual Branch Advisor I (VBA I) plays an integral role in delivering exceptional, relationship-focused service to members through a dynamic, digital-first banking experience. As a member of the Virtual Branch team, this position combines frontline member support with the opportunity to develop expertise in a designated service specialty area, including Member Care, Business Services, Fraud Prevention, or Outbound Services, while contributing to the overall success of the department.As the entry level within the Virtual Branch career path, the VBA I position is designed for individuals who are passionate about helping members achieve financial success, committed to delivering outstanding service, and eager to build specialized knowledge in a collaborative and innovative environment. Team members in this role develop the foundational skills, product knowledge, and service expertise necessary to grow within the Virtual Branch and advance their careers within the credit union.This position offers a unique opportunity to support members through multiple digital channels while gaining experience in a modern service model focused on convenience, expertise, and meaningful member relationships.Position ResponsibilitiesMember Engagement & Service DeliveryServe members through multiple digital channels including phone, chat, secure messaging, and video banking.Deliver accurate, empathetic, and compliant service aligned with Signal's service standards.Authenticate members, process account maintenance, and resolve routine service requests efficiently.Promote digital tools and self‑service options to enhance the member experience.Queue Coverage & AvailabilityMaintain availability and occupancy standards as scheduled.Support general Virtual Branch queues when needed to ensure consistent service levels.Follow established workflows, engagement procedures, and quality standards.Performance & AccountabilityMeet established performance expectations, including occupancy, engagement volume, handle time, and quality metrics.Actively manage workflow to balance efficiency with member care.Use coaching feedback and performance data to continuously improve.Compliance & Risk AwarenessAdhere to all policies, procedures, and regulatory requirements.Protect member confidentiality and handle sensitive information with discretion.Escalate risk‑related or complex issues appropriately. Position RequirementsHigh school diploma or equivalent required.Prior experience in customer service, call center, or financial services environment preferred.Experience working with digital tools, multiple systems, or virtual engagement platforms is a plus.Demonstrated ability to learn and apply new information, procedures, and systems efficiently.The list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other duties or responsibilities that management may deem as necessary.We are proud to be an Equal Employment Opportunity (EEO). Signal Financial Federal Credit Union does not discriminate against any applicant or employee based on race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by federal, state, or local laws.

Numbers & Facts

LocationKensington, MD
Job TypeFull-time

Skills

  • Authenticationunmatched
  • Banking Servicesunmatched
  • Business Servicesunmatched
  • Call Centersunmatched
  • Coachingunmatched
  • Continuous Improvementunmatched
  • Credit Unionunmatched
  • Customer Experienceunmatched
  • Customer Support/Serviceunmatched
  • Equal Employment Opportunity (EEO)unmatched
  • Financial Planningunmatched
  • Financial Servicesunmatched
  • Geneticsunmatched
  • Hardware Virtualizationunmatched
  • Maintenance Servicesunmatched
  • Microsoft Visual Basic for Applications (VBA)unmatched
  • Quality Metricsunmatched
  • Regulatory Requirementsunmatched
  • Riskunmatched
  • Service Deliveryunmatched
  • Team Playerunmatched
  • Virtualizationunmatched

Be found by employers

5,500+ employers search our resume database daily. Add yours to get found by recruiters looking for candidates like you.

Level up your application

Professional resume templates

Browse dozens of recruiter approved resume templates, layouts and formats. Choose your favorite and make it your own in minutes.

Free resume templates

Free resume builder

Improve your existing resume or start from scratch and create a standout, ATS-friendly resume. Add job-specific content, download and apply.

Free resume builder