Virtual Banking Relationship Advisor II

Citadel Credit Union

Virtual banking advisor serving Citadel credit union members through digital and phone channels. Reviewing accounts, resolving issues, and converting inbound product leads.

Posted 8/19/2026full-timeRemote • Pennsylvania • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in member service activities, utilizing critical thinking to resolve issues and promote products effectively. Proficient in contact center technologies and committed to achieving performance metrics while maintaining exceptional communication and interpersonal skills.

Highest-signal resume keywords

Contact Center ExperienceCritical ThinkingExceptional Communication SkillsProficient in Contact Center TechnologiesFluent English-Speaking Ability

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisProblem ResolutionSales Lead ConversionProduct KnowledgeMember Service Activities

Soft Skills

Interpersonal SkillsIntegrityAccountabilityResiliencyAbility to Work Under Pressure

Certifications & Qualifications

SAFE Act Compliance

Industry Keywords

Retail ExperienceContact CenterMember ExperienceConsumer ProductsBusiness Products

About the role

Key responsibilities & impact

Report to the Virtual Banking Manager
Handle member interactions through chat, email, video calls, inbound phone, and digital channels
Successfully handle and convert inbound sales leads from the Call Center
Evaluate member scenarios using critical thinking to achieve positive outcomes
Perform member service activities across products, services, and problem resolution
Promote credit union products and services based on account reviews
Maintain advanced knowledge of Citadel’s consumer and business product lines
Recommend appropriate products and troubleshoot Citadel services
Collaborate with team members to achieve contact center goals and objectives
Meet or exceed member experience and production metrics
Continue education on industry trends and best practices
Perform other duties as assigned

Requirements

What you’ll need

High school diploma required; college degree preferred
2–4 years of retail and/or contact center experience required
Proficient knowledge and understanding of contact center technologies and data analysis
Proven track record of delivering exceptional service
Proven track record of strong goals performance
Exceptional communication and interpersonal skills
Ability to work under pressure
Integrity, accountability, and resiliency
Fluent English-speaking ability
Successful completion of required SAFE Act background checks and compliance with SAFE Act requirements

Benefits

Comp & perks

Full-Time employment
Hybrid or remote work arrangement