Online Relationship Agent Hire Ahead

Full-time - Entry Level

Chubbuck, ID

Credit Intermediation and Related Activities

About the position

Do you have excellent organizational and critical thinking skills? Do you enjoy directly helping others at work? Do have sales or customer service experience? If so, you could be the perfect candidate for our Online Relationship Agent role at Idaho Central Credit Union! Idaho Central Credit Union's mission is to help our members achieve financial success. As an Online Relationship Agent, you will serve our members virtually by helping them manage their accounts, understand and qualify for various Credit Union products and services, and receive the service that they need.

Responsibilities

• Helping members open new accounts.
• 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.

Requirements

• 1-2 years of sales or customer service experience.
• The ability to always maintain the confidentiality of Credit Union and member records.

Nice-to-haves

• A Bachelor's Degree or equivalent experience.

Benefits

• Competitive Pay
• Medical, Dental, & Vision Insurance (ICCU covers over 85% of the premium)
• Generous Paid Time Off
• 11 Paid Holidays
• Matching 401K AND Pension
• Tuition Reimbursement
• Employee Assistance Program
• Employee Wellness Program
• Paid Group Life and Disability Insurance
• Awesome Culture
• Business Discounts (such as cell phone service and gym memberships)
• And More