ICCU

Agent

• Opening new accounts for members and businesses
• Answering member questions and performing transactions using the online VideoChat channel
• Communicating with members in a professional, accurate, and timely manner using phone, text message, and email
• Interviewing and qualifying members for loans and other products within the requirements of the policies established by the Credit Union
• Researching and making appropriate corrections for members with account problems
• Gathering needed data and verification documents from members and real estate partners
• Maintaining a knowledge of, promoting, and cross selling a variety of Credit Union products and services
• Making recommendations to members based on their full financial picture and personal financial goals
• Keeping your manager informed of member needs and desires regarding products, services, suggestions, and/or escalations

Virtual Service Center Agent, Spanish Preferred