Virtual Relationship Specialist

Take a leap and join our team!

At Gesa, we believe in the power of our people. Coming from all walks of life, our team members' individual stories and unique experiences are our most valuable asset. But it's how we come together, igniting our collective compassion and commitment to empowering our communities, that makes us succeed. Because we know we go further when we go together.

Here you can join a team who is passionate about serving others, has a desire to do good, and shares a deep love of people. You can engage in meaningful work that impacts your community. You can challenge yourself and grow in your career. And, you can rest assured that your wellbeing and prosperity are our priority.

Get to know us: About - Gesa Credit Union

Role Summary:

The Virtual Relationship Specialist assists members and nonmembers with their consumer deposit account needs. This team member has intermediate knowledge of all products, services, organizational policies, and procedures. They are responsible for providing a high level of quality service while cross-selling credit union products and services. The Virtual Relationship Specialist performs a variety of functions via telephone, email, and other means of communication to help facilitate the welcoming of new members to the credit union.

What You Will Be Doing:

• Provide exceptional member service to all whom we serve
• Maintain the highest level of confidentiality relative to information received
• Assist members and nonmembers with establishing membership and/or additional consumer accounts virtually, ie. phone, web
• Process applications from members and nonmembers, and from internal departments within established service level agreements
• Perform consumer account maintenance, including name, address, and account ownership changes.
• Initiate outbound welcome calls and/or email to new and potential members
• Have a core understanding of financial literacy, products, and services and be able to fluidly converse with members
• Demonstrate an up to date and comprehensive knowledge of all credit union products, services, policies, procedures, and related regulatory requirements
• Evaluate and mitigate risk for fraud while maintaining membership growth
• Assists with department training needs and serve as a resource for other teams
• Perform other duties as assigned

About You:

• A strong familiarity of a financial institution's products and services, preferably in a credit union environment
• Comprehensive knowledge of credit union history and its philosophy
• Actively participates in community outreach events
• Demonstrated ability to work effectively with individuals and groups across the company to manage internal and external member relationships
• Proven verbal and written communication skills
• Strong attention to detail and accuracy
• Ability to analyze, research and resolve medium to high complexity problems under moderate guidance of team leader
• Ability to work independently with moderate supervision and be a team player
• Ability to work in a fast-paced environment and multitask without compromising work quality