Virtual Services Representative

Advancial Federal Credit Union

Virtual Services Representative at Advancial engaging members through ITM sessions, chat, and email. Providing transactions, answering questions, and supporting daily financial needs in a hybrid work environment.

Posted 6/29/2026full-timeIrving • Texas • 🇺🇸 United StatesJunior💰 $20 - $25 per hourWebsite

About the role

Key responsibilities & impact

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

What you’ll need

Associates Degree (A.A.) or equivalent from two–year College or technical school; and one year of relevant experience or 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).

Benefits

Comp & perks

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.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Account OpeningTransaction ProcessingProduct KnowledgeCross-SellingLead Management

Soft Skills

Relationship BuildingCommunicationProblem SolvingAdaptabilityTeam Collaboration

Certifications

Associates Degree