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BC
Bridgeway Credit Union
Virtual Branch Representative
Career Insights for Financial Services Representative
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Scorecard
Based on Georgia data
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What they do
A Financial Services Representative sells financial services and advises clients on financial services products, including banking services, securities and insurance.
$67,992 / year median in Georgia
-8% projected decline
Job Description
Join Our Team as a Virtual Branch Representative! Where Exceptional Service Meets Meaningful Sales Conversations Are you passionate about helping people, building relationships, and confidently recommending solutions that truly make a difference? Do you enjoy working in a fast-paced, digital-first environment where every interaction counts? If so, we'd love to meet you! We're looking for a Virtual Branch Representative who brings energy, empathy, and a sales mindset to every member interaction. In this role, you'll serve as a trusted financial partner, providing outstanding service while identifying opportunities to connect members with the right products and services to support their financial goals. What You'll Do (and Love Doing!) As a key member of our Virtual Branch team, you'll: Deliver exceptional member experiences through phone, email, chat, and text, making every interaction welcoming, professional, and efficient. Proactively identify, recommend, and cross-sell credit union products and services that best fit each member's needs. Your conversations matter, and they help our members thrive! Open and close accounts, process loan applications, order cards, complete stop payments, and support members with share accounts, IRAs, e-statements, and more. Assist members with basic loan questions and remote access tools, helping them feel confident using digital services. Handle incoming calls, emails, chats, and texts with accuracy and urgency, responding to emails within 24 hours and chats/texts within 5 minutes. Research and resolve member questions or concerns, ensuring thoughtful follow-up and complete satisfaction. Continuously build your product knowledge so you can confidently offer solutions and contribute to the organization's growth. Represent our Credit Union's Vision, Mission, and Core Values in everything you do. What We're Looking For You'll be a great fit if you bring: A high school diploma or GED and 3+ years of customer service experience, ideally with sales or financial services exposure. Strong communication skills and a genuine desire to help, and sell, by understanding member needs. Confidence using computers and systems, including Microsoft Word and Excel, with the ability to quickly learn new platforms.