Virtual Services Representative
Advancial Federal Credit Union, Irving, TX, United States
About Advancial
Advancial is one of the oldest credit unions in the country, founded in 1937. Our mission is to create lasting value for our members through superior service, quality products, and innovative solutions.
Job Overview The Virtual Services Representative engages members through ITM sessions, chat, email, and video to provide transactions, answer questions, and support daily financial needs. They open accounts, process loan applications for analyst review, and deliver professional, high‑quality service while using various virtual banking tools and software.
What You’ll Do
Provide excellent service across virtual channels including chat, email, video, and ITM; manage incoming volume efficiently
Open and verify new accounts; coordinate with BSA when needed
Manage multiple member conversations while using internal systems and resources
Meet performance goals by identifying member needs and recommending products
Resolve issues, support Contact Center operations, and process routine transactions
Maintain strong product knowledge to cross‑sell and refer services
Be available during closures or inclement weather; remote or onsite as required
Use CRM to manage leads, update member data, and track goals
Build positive relationships with members, branches, and internal teams
Maintain a professional, positive culture and stay proficient with required software
Requirements
Associates Degree (A.A.) or equivalent from a two‑year college or technical school, and one year of relevant experience or an equivalent combination of education and experience
A minimum of one year of working in a call center environment; a minimum of one year of banking experience (preferred)
Schedule Regular hours are 8:00 a.m. – 5:00 p.m., with future coverage between 7:30 a.m. – 6:30 p.m. as operations grow. This role follows a hybrid schedule; candidates must be available to come into the office as needed.
Compensation $20–$25 per hour, based on education and experience.
Benefits We provide healthcare, life insurance, and 401(k) benefits. Additional benefits include:
Take Time for Life: In addition to 11 company holidays, you start with 3 weeks of vacation, and can recharge at our beautiful vacation homes in Destin, FL, and Breckenridge, CO – free for you and your loved ones (you just pay taxes)
Retire with Confidence: We contribute to your 401k. It's our way of helping you build the future you deserve
Pets Are Family Too: With affordable pet insurance (we even chip in), your furry friends are covered for everything from checkups to surgeries
Invest in Your Future: We'll cover 80% of your tuition costs after one year, so you can continue to grow, learn, and achieve your goals
Life Happens: Our Advancial Life Rewards program reimburses you up to $1,000 each year for unexpected expenses – because we know life doesn't always go according to plan
#J-18808-Ljbffr
Job Overview The Virtual Services Representative engages members through ITM sessions, chat, email, and video to provide transactions, answer questions, and support daily financial needs. They open accounts, process loan applications for analyst review, and deliver professional, high‑quality service while using various virtual banking tools and software.
What You’ll Do
Provide excellent service across virtual channels including chat, email, video, and ITM; manage incoming volume efficiently
Open and verify new accounts; coordinate with BSA when needed
Manage multiple member conversations while using internal systems and resources
Meet performance goals by identifying member needs and recommending products
Resolve issues, support Contact Center operations, and process routine transactions
Maintain strong product knowledge to cross‑sell and refer services
Be available during closures or inclement weather; remote or onsite as required
Use CRM to manage leads, update member data, and track goals
Build positive relationships with members, branches, and internal teams
Maintain a professional, positive culture and stay proficient with required software
Requirements
Associates Degree (A.A.) or equivalent from a two‑year college or technical school, and one year of relevant experience or an equivalent combination of education and experience
A minimum of one year of working in a call center environment; a minimum of one year of banking experience (preferred)
Schedule Regular hours are 8:00 a.m. – 5:00 p.m., with future coverage between 7:30 a.m. – 6:30 p.m. as operations grow. This role follows a hybrid schedule; candidates must be available to come into the office as needed.
Compensation $20–$25 per hour, based on education and experience.
Benefits We provide healthcare, life insurance, and 401(k) benefits. Additional benefits include:
Take Time for Life: In addition to 11 company holidays, you start with 3 weeks of vacation, and can recharge at our beautiful vacation homes in Destin, FL, and Breckenridge, CO – free for you and your loved ones (you just pay taxes)
Retire with Confidence: We contribute to your 401k. It's our way of helping you build the future you deserve
Pets Are Family Too: With affordable pet insurance (we even chip in), your furry friends are covered for everything from checkups to surgeries
Invest in Your Future: We'll cover 80% of your tuition costs after one year, so you can continue to grow, learn, and achieve your goals
Life Happens: Our Advancial Life Rewards program reimburses you up to $1,000 each year for unexpected expenses – because we know life doesn't always go according to plan
#J-18808-Ljbffr