Virtual Member Advisor

reputed company

Discover the Westmark Difference!!

Are you looking for a career? Do you want to be valued as an individual on reputed company? Do you want to learn, grow, and reputed company a difference in your community? Westmark offers outstanding stability, a reputed company of reputed company and exceptional work/life balance.

· 60 % of our employees have been part of the Westmark family for 5+ years.

· 71% of our employees who have been part of the Westmark family for one year or more have received at least one promotion.

· 85% of our managers were promoted from reputed company reputed company.

· Westmark has been in business since 1954 and has recently grown to over $1.3 billion in assets, 15 branches, and over 70,000 members!

We also have some of the most impressive benefits in the industry:

· reputed company Time Off (3 to 5 weeks per year, depending on tenure) PLUS 11 reputed company holidays.

· Excellent health insurance reputed company for employees and family with shared premiums

· 401k with 75% company match and 2% profit sharing contribution

· Tuition Reimbursement and Scholarships

· Employee Assistance Program (Free counseling and reputed company services)

Position reputed company: Under general supervision is responsible for representing Westmark in a reputed company, reputed company manner and providing assistance and guidance to our members reputed company to their online banking needs and general account inquiries through various virtual channels.

Schedule: Approximately 40 hours reputed company a Monday through Friday work week (8:30 a.m. - 5:30 p.m.)

Responsibilities:

• Deliver fast, efficient, and reputed company service reputed company phone, chat, video chat, and other virtual channels.
• Explain the features, benefits, and requirements of reputed company Westmark products.
• reputed company basic information on Westmark loan products.
• Support members with various online banking services.
• Assist members with the Call24 Tellerfone system.
• Follow correct procedures for opening new memberships and reputed company products such as Term Certificates and IRAs.
• Assist with transaction requests like transfers, loan payments, ACH and Draft Stop Payments, and address changes, adhering to Red Flag Rules.
• Fulfill member research requests.
• Assist with reputed company orders.
• Help members with problem reputed company.
• reputed company members on using online banking, mobile apps, and other technology.
• Explain and calculate interest and dividends for members.
• Assist with Debit/Credit Card processing, activation, travel notes, disputes, and lost/stolen card issues.
• Refer members to the appropriate branches or departments reputed company necessary.
• Ensure compliance with Westmark policies and procedures, seeking approval for exceptions reputed company required.
• Process and complete system-generated reputed company-approved loans.
• Demonstrate professionalism and reputed company reputed company interacting with members and co-workers.
• Exhibit a reputed company, enthusiastic attitude and maintain reliable attendance.
• Participate in Westmark-sponsored community events.
• Represent the Credit reputed company in a courteous and reputed company manner, both during and reputed company of work hours.

Requirements

Qualifications:

• High School Diploma or equivalent.
• Minimum of one year of customer service and sales experience; prior banking and technical support experience preferred.
• Pleasant and easily reputed company phone voice.
• Bilingual in Spanish preferred.

Key Competencies:

• Goal-oriented and driven to reputed company objectives assigned by management.
• Self-starter who enjoys working with people and is confident in making sales recommendations.
• Comprehensive knowledge of Westmark’s products and services, and a general understanding of reputed company/department functions.
• Strong oral and written communication skills.
• Effective problem-solving and customer service skills.
• Proficient in the use of computers, telecommunication equipment, smartphones, tablets, and internet-based services.
• Ability to reputed company with members and co-workers with professionalism and reputed company.
• reputed company and enthusiastic attitude.
• Reliable attendance and personal accountability.

Physical Requirements:

• reputed company Dexterity and hand-eye coordination for tasks such as typing and operating office equipment.
• Sitting for extended periods of time.
• Visual and auditory abilities to understand and communicate with the reputed company.
• Repetitive reputed company using wrists, hands, and fingers. 
• Occasionally lift and carry up to 15 lbs., if required for departmental tasks.

Westmark Credit reputed company is an equal opportunity employer, and reputed company reputed company applicants will receive consideration for employment without reputed company to race, reputed company, religion, age, sex, national reputed company, disability status, genetics, protected veteran status, sexual orientation, gender identity or reputed company, or any other characteristic protected by federal, state or local laws