Virtual Solutions Specialist
HAPO Community Credit Union
With an account: save jobs, track applications, build tailored resumesAlready have an account? Log in
- Location
- Kennewick, WA
- Work style
- On-site
- Job type
- Full time
- Posted
- Nov 4
- 2 days ago
Build resumeBuild cover letterGenerate interview prepBuild resumeBuild cover letterGenerate interview prep
Career path
See where this role leads
Jigup maps the next three moves from a job like this one, with the titles and the skills each step asks for.
About the company
HAPO Community Credit Union
Financial services · 201 to 500 employees
What you'll do
- No cost premium health insurance for all employees, including medical, dental and vision
- Accidental death and dismemberment insurance
- Long term and Short term disability
- Competitive pay
- Pension Plan
- 401K program with match
- Flexible spending account (medical and dependent care)
- 0% interest on select personal loans
- Employee Assistance Program (EAP)
- Paid time off
- 12 paid holidays per year
- Paid Birthday day off
- HAPO Anniversary day off
- Volunteer Opportunities (Both Paid and Volunteer)
- Employee Milestone Anniversary Bonus
- Tuition Assistance Program
- Provide prompt, professional, and accurate member support through approved virtual channels, including video, phone, chat, web applications, and digital communication tools.
- Resolve routine and moderately complex member needs, including account questions, digital banking support, service requests, research items, and follow-up commitments while maintaining ownership through resolution.
- Support virtual account services, including account opening, account modifications, sub-share opening, rate quoting, documentation, and other transactions within assigned authority.
- Assist members with online banking, electronic services, digital tools, and troubleshooting to improve ease of service, adoption, and member confidence.
- Back up assigned Contact Center queues as needed to support service levels, member demand, and business continuity.
- Conduct proactive outreach and participate in member engagement initiatives that support retention, product education, digital adoption, service recovery, satisfaction, and relationship expansion.
- Identify member needs through consultative conversations and recommend appropriate products, services, channels, education, or resources aligned with member goals.
- Support consumer loan application intake, follow-up, documentation coordination, virtual closing activities, disbursement support, and pipeline communication within established procedures and authority.
- Explain consumer loan products, rates, basic requirements, timelines, and next steps accurately, escalating complex lending matters through appropriate channels.
- Complete account, loan, member contact, engagement, referral, and follow-up documentation accurately in approved systems and in accordance with policy, privacy, security, and recordkeeping expectations.
- High School Diploma or General Education Development (GED) certificate required.
- Experience in member service, customer service, financial services, contact center, lending support, retail banking, virtual service, or a related service environment required or equivalent combination of education, training, and experience.
- Ability to operate standard office equipment and work in a professional office
- Extended periods of sitting, standing, computer use, headset use, verbal communication, and visual review of systems, reports, or digital workflows may be required.
What you need
- Be ambitious and self-motivated
Key skills
high-quality member servicevideophonechatweb applicationsdigital communication toolsself-motivatedconsultative conversationsproactive outreach
Keywords for your resumePro
The words this employer's screening is likely to look for.
This job lists resume keywords
The terms this posting uses, pulled out so you can mirror them in your resume. Jigup Pro members see the list on the job board.
See full description on company page, apply now
Read the full posting here
HAPO is now accepting applications for an on-site Virtual Solutions Specialist in Kennewick, WA. We are seeking an individual who is ambitious, self-motivated and who strives to represent HAPO’s core commitment “Be in the Moment” and deliver service that will “Defy Expectations” with our members, community as well as the team they are a part of. The Virtual Solutions Specialist provides consistent, high-quality member service through approved virtual channels, including video, phone, chat, web applications, digital communication tools, and outbound contact methods. This role resolves routine and moderately complex member needs; supports account openings, modifications, and digital banking services; and assists with consumer loan applications, documentation, follow-up, and virtual closing activities. Through consultative conversations and proactive outreach, the Virtual Solutions Specialist identifies member needs, provides product education, and supports digital adoption, member growth