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Dynamic Customer Service and Sales Representative – Credit Union Services and Remote Work Opportunities

Remote, USA Full-time Posted 2025-11-03

Introduction to Workwarp and the Industry

Workwarp, a leading provider of credit union services, is seeking a highly motivated and customer-focused individual to join their team as a Customer Service and Sales Representative. This is an exceptional opportunity to be part of a dynamic and growing organization that prioritizes member satisfaction, financial relationships, and employee growth. The credit union industry is built on the principles of community, trust, and mutual support, offering a unique and rewarding environment for professionals who are passionate about making a positive impact.

Job Highlights and Benefits

By joining Workwarp, you will become part of a supportive and collaborative work environment that offers flexible remote work options, ongoing training and certification opportunities, and a clear path for career advancement and growth within the organization. As a Customer Service and Sales Representative, you will play a critical role in enhancing member relationships, resolving inquiries, and contributing to the overall success of the credit union.

  • Competitive salary and benefits package
  • Remote work options for a better work-life balance
  • Opportunities for career advancement and professional growth
  • Supportive and collaborative team environment
  • Ongoing training and certification opportunities to enhance your skills and knowledge
  • Chance to make a positive impact on member satisfaction and financial relationships

Key Responsibilities and Expectations

In this role, you will be responsible for providing exceptional customer service, resolving member inquiries, and cross-selling credit union products and services to enhance member relationships. Your key responsibilities will include:

  • Answering incoming phone calls from members and resolving inquiries in a timely and professional manner
  • Cross-selling credit union products and services to enhance member relationships and meet sales targets
  • Assisting and training members in using automated services provided by the credit union
  • Complying with regulations and completing account transaction requests efficiently and accurately
  • Training other service center employees as needed to ensure a high level of customer service and support

Essential Qualifications and Requirements

To be successful in this role, you will need to possess the following essential qualifications and skills:

  • Minimum educational requirement: High School Diploma or equivalent
  • One to twelve months of related experience, including call center or branch experience
  • Must be MSR Certified or complete Certification within 3 months of hire
  • Basic computer operating skills and intermediate proficiency in Microsoft Office
  • Ability to communicate patiently and courteously with members, both verbally and in writing

Preferred Qualifications and Skills

While not essential, the following preferred qualifications and skills will be highly regarded:

  • Previous experience with Symitar and 10-Key
  • Ability to type a minimum of 35 words per minute
  • Familiarity with credit union policies and procedures
  • Previous experience in a customer-facing role, preferably in a financial services or credit union environment

Career Growth Opportunities and Learning Benefits

At Workwarp, we are committed to the growth and development of our employees. As a Customer Service and Sales Representative, you will have access to ongoing training and certification opportunities, as well as a clear path for career advancement and growth within the organization. Our goal is to help you achieve your career aspirations and make a meaningful contribution to the credit union industry.

Work Environment and Company Culture

Workwarp is a dynamic and supportive work environment that values collaboration, innovation, and customer focus. Our company culture is built on the principles of mutual respect, trust, and open communication, and we are committed to fostering a positive and inclusive work environment that allows our employees to thrive.

Compensation, Perks, and Benefits

We offer a competitive salary and benefits package, as well as a range of perks and benefits that are designed to support your well-being and career growth. These may include flexible remote work options, ongoing training and certification opportunities, and a clear path for career advancement and growth within the organization.

Conclusion and Call to Action

If you are a motivated and customer-focused individual who is passionate about making a positive impact in the credit union industry, we encourage you to apply for this exciting opportunity. As a Customer Service and Sales Representative at Workwarp, you will have the chance to develop your skills and knowledge, advance your career, and make a meaningful contribution to the success of our organization. Don't hesitate – apply today and let's build the future together!

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