Personal Video Advocate Level III

Clearview Federal Credit UnionMoon Township, Pennsylvania

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Job Description

Description

OBJECTIVE

As a trusted Video Advocate, you have the opportunity to provide memorable experiences to our Clearview members! You will be educating members and potential members on solutions to their financial needs by promoting Clearview products and services, as well as handling transactions and teller services, all while developing relationships through engaging video interactions! Your active participation in community/virtual events will be a contribution to others as well as to the growth of our Digital Footprint. You will help members find value in their relationship with Clearview and demonstrate to non-members the reasons to choose Clearview!

WORKING HOURS:

Scheduled between the hours of:

Monday- Friday 6:50 am- 7:10 pm Rotating

Saturdays 8:50 am- 2:20 pm Rotating

Telecommuting available after completed training

MINIMUM QUALIFICATIONS

High school diploma or equivalent required
2 years similar or transferrable experience
Excellent member service skills
Ability to build relationships through sales and service
Excellent virtual communication skills
Advanced knowledge of Clearview/FI products and services
Demonstrated cross-selling skills-achieve sales goals
Familiar with consumer loan products, credit cards, and home equity loans
Eligible for MLO registration through the NMLS Federal Registry
Strong digital awareness
Ability to work flexible hours based on operational needs

ESSENTIAL DUTIES AND RESPONSIBILITIES

Embrace the operation of the Video Channel, sales, and compliance
Work with the Assistant Manager Video Experience to ensure existing vendor workflows are functioning at the appropriate level
Carry out responsibilities in accordance with the organization’s policies and procedures
Maintain complete knowledge of consumer and business products and services and interact with existing and potential members to understand their needs
Open all new accounts, loan/credit card applications, servicing members and non-members
Maintain thorough knowledge of loan policies, underwriting guidelines and rates
Educate and increase member awareness of all credit union products, services and promotions
Build relationships by educating members and increasing cross sales
Provide a level of awareness regarding session work flows for quality, wait times, feedback, missed calls, log out reports for consistency
Escalate Video Call Sessions as needed, communicate with Assistant Manager Video Experience for problem resolution within the channel
Participate in events (in person/virtually) that may impact the growth of the Digital footprint through involvement in the community
Attend required credit union training and meetings
Assist PVA VTM Channel upon scenarios with increased levels of volume
Assist financial center to accommodate severe staffing needs
Handle other duties as assigned
Support Clearview’s Commitment to Diversity, Equity & Inclusion by welcoming and embracing the unique differences of others, treating others fairly and equitably, and creating an inclusive experience where others feel respected and valued; Understand and believe a diverse workplace is essential to the company’s vision and success

Clearview values diversity in its workforce. We are proud to be an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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