Virtual Banker- Headquarters 26-045

Virtual Banker

Cobalt Credit Union - Headquarters

7148 Towne Center Parkway

Papillion, NE 68046

The typical schedule is Monday through Friday 8:00 a.m. to 5:00 p.m. Additional hours may be required depending upon business need. Saturdays may be required.

Our Virtual Banker delivers a high-touch member experience through digital channels, focusing on member acquisition, relationship building, and personalized financial solutions. Through video and other virtual platforms, this role serves both current and prospective members by providing tailored recommendations that meet their financial needs. The Virtual Banker also owns the onboarding experience for members who open accounts online or obtain auto loans through our indirect lending channel, ensuring a seamless and welcoming transition to our credit union. In addition to building new relationships, this position proactively manages existing accounts by identifying opportunities to introduce retail and business products and services that enhance the member experience. As the face of our virtual team, the Virtual Banker maintains a professional, engaging, and welcoming on-camera presence while representing our organization with consistency across all digital interactions.

Education and/or Experience Requirements

• High school diploma or equivalent required.
• Associate or bachelor's degree in business or related field preferred.
• Minimum 2 years in a financial institution and customer service experience required.
• Ability to manage multiple tasks simultaneously with strong attention to detail.
• Ability to use logic and deductive reasoning to complete research.
• Bilingual applicants are highly encouraged to apply.
• Must be professional, comfortable speaking with external and internal contacts with a demonstrated ability to tailor the message appropriately to the audience and situation effectively.
• Demonstrated ability to convey thoughts and ideas effectively and succinctly via written formats, including emails, letters, and electronic platforms.
• Maintain professional standards relating to spelling and grammar.
• Maintain credibility through professional demeanor, appearance, and presence by modeling standards appropriate to our environment and industry.
• Maintain good working relationships with internal partners by exhibiting exemplary interpersonal skills, adopting a constructive, solutions-focused approach.
• Use sound professional judgment to balance the interests of the credit union and member, understanding and using available resources to mitigate risks.
• Proficiency with Microsoft 365 products and applications, including the ability to effectively prepare or review documents, procedures, and reports.
• Demonstrated ability to learn new systems and applications, as well as the ability to understand, adapt and adjust responsibilities/workflows because of system upgrades.
• The typical schedule is Monday through Friday 8:00 a.m. to 5:00 p.m. Additional hours may be required depending upon business need. Saturdays may be required.
• Punctuality is required to uphold Cobalt Credit Union's core values.

Cobalt Credit Union, based in Papillion, Nebraska, employs over 250 team members throughout our twenty locations. Cobalt Credit Union was established in 1946 to serve the military and we're excited to offer our services to all community members! At the heart of our organization is a strong belief in supporting and developing our team. Through ongoing training and personalized coaching, we help our employees grow both personally and professionally. We're proud of our family-oriented culturewhere people genuinely care about each otherand we're committed to creating opportunities for growth within our organization.

Equal Opportunity Employer/Vet/Disabled

Keywords: Banking, Teller, banker, customer service, call center, representative, support, team member, bilingual, financial, bank, flexibility, benefits