Virtual Services Representative

Company: Insight Credit Union
Location: Winter Springs
Posted on: July 7, 2025

Job Description:

Insight Credit Union is looking for a passionate trusted financial advisor who is qualified and has the desire to provide an excellent virtual service experience to our members. A Virtual Services Representative will assist existing and potential members with establishing new memberships and shares, accepting and processing consumer loan applications to completion, assessing member needs through using consultative and needs based discussions to recommend, fulfill and referral to Insight partners additional Insight Credit Union solutions. Must meet or exceed member expectations and personal production goals. Inbound and outbound interactions with members and potential members will occur through multiple channels including telephone, video, chat, web-based software, email, and future digital channels. Must be engaging, energetic, and personable to complete processes quickly while building a trusted financial advisor relationship with the members. May provide backup assistance to the Processing Department as requested. This position is located a t: 270 Winding Hollow Boulevard Winter Springs, FL 32708 or 300 Webster St. Leesburg, FL 34748 Compensation & Benefits: We offer a competitive Central Florida hourly pay of $23.55 per hour . All our of current open positions are Full Time which include a comprehensive benefits package offering: *Internal offers will be based on compensation policy. Medical, Dental, Vision Free and Voluntary Life and Disability Insurance 401k with match up and 100% vested Paid Time Off Birthdays Off Tuition Reimbursement Schedule & Training: Shift includes 32-40 hours per week between Monday - Friday (8am - 6pm) and Saturday (9am - 12pm) . Hours will be based on the needs of the department. Dress Code Expectations: Must comply with member facing Dress Code policy and present a professional appearance. Insight logo wear required. Experience: Three years to five years of similar or related experience. Education: A high school education or GED. Interpersonal Skills: Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others. Other Skills: Excellent customer service skills Able to perform job functions in a virtual environment while handling multiple channels and shifts between them without disruption. Ability to interact with all levels of management, employees, peers, and members Strong verbal and written skills Knowledge of basic mathematics Ability to prioritize and organize job tasks. Ability to perform multiple tasks simultaneously while under strict time deadlines without sacrificing quality of output. Ability to carry out detailed written and oral instructions. Physical Requirements: While performing the duties of this job, the employee is regularly required to talk or hear. This is a largely sedentary role, however some filing is required. This would require the ability to lift files, open filing cabinets and bending as necessary. Work Environment: This job operates in a professional office environment. This role routinely uses standard office equipment and employees service visitors and members via omni channel resources including video, internet, phone, chat, and mail services. Insight Credit Union is an EO Employer, including Disability/Vets. Must be able to pass a credit and background check. Any job offer is contingent on credit and background results.

Keywords: Insight Credit Union, Palm Bay , Virtual Services Representative, Customer Service & Call Center , Winter Springs, Florida