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Virtual Member Service Representative Team Lead

Y Axis Inc

Virtual Member Service Representative Team Lead – Atlantic Federal Credit Union South Portland, Maine, United States What You’ll Do Operational Excellence: Oversee day‑to‑day operations for the virtual MSR team, including video banking and video teller support. Foster a collaborative, positive team environment with professional guidance and consistent coaching. Encourage independent thinking and sound problem‑solving aligned with policies and procedures. Partner closely with other MSR Leads to navigate complex member service challenges. Leadership: Train new hires and provide real‑time coaching to all MSRs on operations, procedures, service standards, and member interactions. Conduct monthly virtual MSR experience observations to support continuous growth. Serve as the first point of contact for escalated member situations and assist with complex transactions and member‑impacting requests. Sales & Service: Support the Manager in coaching the team to embed sales and service conversations into daily interactions; help meet monthly sales goals by recommending products and services that enhance the member’s financial well‑being. Champion Atlantic initiatives designed to improve the member experience. How Success Is Measured Member Service Excellence: Anticipates and responds to member needs in alignment with our Mission, Values, and Service Standards. Collaboration: Builds strong partnerships across the credit union and with external partners. Communication: Demonstrates clear, respectful verbal and written communication. Creative & Forward Thinking: Brings fresh ideas and anticipates future needs or challenges. Problem Solving: Independently resolves issues while maintaining compliance. Teamwork: Actively unites and motivates the team toward shared goals. Risk Awareness: Identifies, evaluates, and minimizes risks to members, staff, and the organization. Leadership: Leads by example and contributes to a healthy, inclusive team culture. Requirements Experience: 3–5 years of related experience in member service, financial services, or similar roles. Education: A two‑year degree or completion of a specialized certification/training program or relevant job‑specific skills gained through workplace training or apprenticeships. Interpersonal Skills: Strong relationship‑building, influencing, and training abilities; comfortable handling sensitive or challenging interactions. Technical Skills: Proficiency in MS Office and core processing systems; strong communication skills. Team Leadership: Ability to motivate and influence others, foster cooperation, and maintain professional relationships across teams. Atlantic is proud to be an Equal Opportunity Employer. #J-18808-Ljbffr

Vacancy posted 8 hours ago
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