Job summary
Job overview
The Account Specialist II - Virtual Banking role at Citadel Credit Union focuses on providing exceptional customer service through video and chat banking, handling daily banking needs, and promoting Citadel's products.
Responsibilities and impact
Daily responsibilities include responding to customer inquiries via video and chat, opening new accounts, assessing loan needs, and maintaining confidentiality while providing quality service.
Experience and skills
Candidates should have two years of experience in retail, banking, sales, or customer service, with virtual banking experience preferred; a high school diploma is required, and a college degree is preferred.
Company information
Citadel Credit Union is a financial institution that focuses on providing banking services to its members, emphasizing exceptional customer service and trust.
Job location and travel
This is a remote position, but candidates must reside within the Greater Philadelphia area and may need to attend training at the corporate headquarters in Exton, Pennsylvania.
Company overview
Citadel Credit Union is a member-owned financial cooperative that provides a range of banking services, including savings and checking accounts, loans, credit cards, and investment options. Established in 1937, Citadel has grown to serve over 200,000 members, primarily in the Greater Philadelphia area. The credit union generates revenue through interest on loans, fees for various services, and returns on investments. Citadel is known for its community involvement and commitment to financial education, offering numerous resources and programs to help members achieve financial stability.
How to land this job
Tailor your resume to showcase your customer service experience, especially in virtual banking or similar roles, emphasizing your ability to deliver exceptional service through video and chat platforms.
Highlight your knowledge of banking products and your experience in cross-selling services, as these are key responsibilities for the Account Specialist II position.
Apply through multiple platforms, including Citadel Credit Union's corporate site and LinkedIn, to maximize your chances of being noticed for this remote position.
Network with current employees in the virtual banking division on LinkedIn, and consider ice breakers like asking about their experience with Citadel's products or their favorite aspect of working in remote banking.
Optimize your resume for ATS by incorporating keywords from the job description, such as 'virtual banking,' 'customer service,' and 'cross-selling,' to ensure it passes through initial screenings.
Utilize Jennie Johnson's Power Apply feature to streamline your application process, helping you to customize your resume, identify suitable application channels, and connect with relevant professionals on LinkedIn.
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