Virtual Banking Relationship Advisor II

This is a fully remote position, open to applicants in Pennsylvania.

📋 Description

• Report directly to the Virtual Banking Manager

• Manage member interactions via chat, email, video calls, inbound phone, and digital platforms

• Effectively handle and convert inbound sales leads from the Call Center

• Assess member situations using critical thinking to achieve favorable outcomes

• Conduct member service activities encompassing products, services, and problem resolution

• Advocate for credit union products and services during account evaluations

• Maintain in-depth knowledge of Citadel’s consumer and business product offerings

• Suggest suitable products and troubleshoot Citadel services

• Collaborate with team members to meet contact center goals and objectives

• Achieve or surpass member experience and production metrics

• Stay updated on industry trends and best practices

• Perform additional duties as assigned

⛳️ Requirements

• High school diploma is mandatory; a college degree is preferred

• 2–4 years of experience in retail and/or contact centers is required

• Strong knowledge and understanding of contact center technologies and data analysis

• Demonstrated history of providing exceptional service

• Proven success in achieving strong performance goals

• Excellent communication and interpersonal skills

• Ability to work effectively under pressure

• Integrity, accountability, and resilience

• Fluent in English

• Successful completion of mandatory SAFE Act background checks and adherence to SAFE Act requirements

🏝️ Benefits

• Full-Time employment

• Hybrid or remote work arrangement