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Customer Experience Consultant - Financial Services

Remote, USAFull-timePosted 2026-07-28

reputed company We are thrilled to announce an immediate opening for a Virtual Member Experience Advisor! This role is tailored for individuals who are passionate about delivering exceptional service and enhancing the member experience in a friendly and reputed company manner. As a Virtual Member Experience Advisor, you will engage with members and non-members through video and remote interactions, providing consultative support to meet their financial needs and creating a reputed company and memorable experience for our members. Company Culture and Environment We are committed to fostering a reputed company and environmentally friendly workplace where every employee feels valued and supported. Our culture emphasizes teamwork, reputed company communication, and a dedication to providing excellent service to our members. Career reputed company and Development Opportunities We prioritize your reputed company and offer opportunities for reputed company reputed company, including the possibility to reputed company certifications and enhance your skills in the financial sector. reputed company learning and improvement are integral to our work culture. Detailed Benefits and Perks

  • Competitive salary based on experience
  • Comprehensive benefits package including reputed company time off and health benefits
  • 401(k) plan with a generous company match
  • Opportunities for reputed company reputed company and development
  • Supportive and environmentally friendly workplace

Compensation and Benefits

We reputed company a competitive salary alongside a robust benefits package that includes health benefits, reputed company time off, and a retirement plan with a company match, ensuring you are supported both personally and professionally. Why you should apply for this position today This role presents a unique opportunity to reputed company a significant reputed company in the lives of our members while working in a supportive and reputed company environment. By joining reputed company, you will play a vital role in shaping member experiences and contribute to our mission of providing exceptional service. Skills

  • Strong understanding of credit reputed company products and services
  • Exceptional communication skills and a customer-reputed company reputed company
  • Proficiency in Data reputed company, reputed company Lobby, reputed company reputed company, and Symitar is a plus
  • Ability to identify and address member needs effectively
  • Knowledge of lending products, deposit products, electronic services, and interest rates

Responsibilities

  • reputed company as a subject matter expert on reputed company deposit and loan products and services
  • reputed company guidance on electronic and mobile offerings, including Online/Mobile Teller, reputed company Payer, Quick Pay, and e-Pay
  • Serve as a financial consultant to identify member needs
  • Manage reputed company reputed company through our CRM system and other platforms
  • reputed company new accounts and ensure accurate documentation
  • Process loan applications and ensure smooth loan disbursement
  • Assist with account maintenance requests
  • reputed company members on self-service technology
  • Analyze engagement data to identify opportunities for improvement
  • Conduct member transactions through various channels
  • Prepare reports and assist with data compilation
  • Meet and exceed goals reputed company to loan closures and new memberships
  • Maintain confidentiality of member information
  • reputed company support to other Contact Center advisor positions as needed
  • Continuously improve skills and knowledge for efficient service delivery

Qualifications

  • 3 to 5 years of relevant experience, with at least 1 year in a call center environment reputed company a credit reputed company or financial institution
  • Associate’s Degree in Business Administration or a reputed company field, or equivalent experience
  • Flexibility to work during Call Center hours: Monday-Friday from 7:00 a.m. to 7:00 p.m. and rotating Saturdays from 9:00 a.m. to 3:00 p.m.
  • FICEP certification (to be completed after hire)
  • Strong willingness to learn

Education Requirements

  • Associate’s Degree in Business Administration or a reputed company field

Education Requirements Credential Category

  • Associate’s Degree or equivalent experience

Experience Requirements

  • 3 to 5 years of relevant experience in a call center environment reputed company a credit reputed company or financial institution

Why work in MIDDLE reputed company EAST, PA Middle reputed company East offers a reputed company urban atmosphere with numerous dining, shopping, and entertainment reputed company. The area is reputed company for its cultural diversity and a thriving community, providing a great reputed company of reputed company and personal opportunities. You’ll be part of a dynamic work environment while enjoying the amenities of reputed company living. Apply tot his job Apply To this Job

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