... remote delivery channels (telephone, mobile, web, email, and in the future live chat) to help meet their financial needs. 1) Provide extraordinary member service by engaging with members to help meet ...
... remote delivery channels (telephone, mobile, web, email, and in the future live chat) to help meet their financial needs. 1) Provide extraordinary member service by engaging with members to help meet ...
Remote Customer Service Representative
Springfield, OH · Remote
$20/hr
Comfortable using video chat and screen-sharing tools. * Adaptable to changing procedures and tech ... Client-required certification is approximately 3 weeks with self-paced eLearning and live classroom ...
Remote Customer Service Representative
Springfield, OH · Remote
$20/hr
Comfortable using video chat and screen-sharing tools. * Adaptable to changing procedures and tech ... Client-required certification is approximately 3 weeks with self-paced eLearning and live classroom ...
Remote Customer Service Representative
Dayton, OH · Remote
$20/hr
Comfortable using video chat and screen-sharing tools. * Adaptable to changing procedures and tech ... Client-required certification is approximately 3 weeks with self-paced eLearning and live classroom ...
Remote Customer Service Representative
Dayton, OH · Remote
$20/hr
Comfortable using video chat and screen-sharing tools. * Adaptable to changing procedures and tech ... Client-required certification is approximately 3 weeks with self-paced eLearning and live classroom ...
Temporary Remote Live Chat information
What are the typical challenges faced in a temporary remote live chat role, and how can I prepare for them?
What is the difference between Temporary Remote Live Chat vs Customer Service Representative?
| Aspect | Temporary Remote Live Chat | Customer Service Representative |
|---|---|---|
| Credentials | High school diploma or equivalent; basic computer skills | High school diploma or equivalent; communication skills |
| Work Environment | Remote, online chat platform | Remote or in-office, phone and email support |
| Industry Usage | Customer support, tech companies, e-commerce | Retail, telecom, banking, various sectors |
| Search/Comparison Intent | Focus on online chat roles, flexible remote jobs | Traditional customer support roles, multi-channel support |
Temporary Remote Live Chat roles primarily involve online chat support, often with flexible schedules, while Customer Service Representatives may handle calls, emails, and in-person interactions. Both roles require strong communication skills and are common in customer support industries, but they differ in work environment and interaction channels.
What are the key skills and qualifications needed to thrive as a temporary remote live chat agent?
What is a temporary remote live chat?

Full-time
Posted 4 days ago
Wright-Patt Credit Union rating
5.8
Based on 8 frontline employees who took The Breakroom Quiz
Job description
The Financial Coach I - MHC delivers extraordinary service while encouraging members and non-members to choose the Credit Union as their primary financial services provider by proactively building member relationships which includes consumer lending, new account establishment and account servicing activities that originate through remote delivery channels (telephone, mobile, web, email, and in the future live chat) to help meet their financial needs.
1) Provide extraordinary member service by engaging with members to help meet their financial needs, proactively recommend credit union products and services- including loan protection products, referrals to other lines of business, and accurately address members' service needs. Increase member engagement and use of the cooperative by educating members on ease of use and convenience services. Ensure proper policies, procedures, risk mitigation activities, and operating controls are followed. Reports gaps in policies, procedures, and operating controls to leadership to ensure member impact and risk is mitigated. (30%)
2) Accurately process consumer loan applications (i.e., Credit Card, Personal, Auto, & Home Equity Loans) for new and existing members and perform maintenance on members' accounts as requested via a high-volume Contact Center. (25%)
3) Engaging with members and non-members to help meet their new account and lending needs by consulting with them on their overall financial wellness, including credit reports. Proactively and efficiently coordinate with the member(s) after application has been submitted. Collect required material/documents in order to ensure Credit Union policy/risk is followed. Demonstrates an attention to detail that allows for identifying fraud and red flags found on applications via the online channel. Analyze alerts to mitigate fraud using fraud prevention tools and resources. (20%)
4) Review application for accuracy, prepare closing documentation, and fund approved loans utilizing electronic signature or make arrangements for the member to close in the Member Center Network. (10%)
5) Ask open-ended questions to uncover member's expressed or unexpressed needs to recommend suitable deposit account and loan products. Proactively review and analyze member's credit report in an effort to uncover competitive buyout opportunities and improve members financial wellness. (5%)
6) Assist Members with questions regarding WPCU products and services as well as resolve member escalations. This may require Financial Coaches to assist in any Member Help Center queue. (5%)
7) Perform miscellaneous duties as required. (5%)
What Wright-Patt Credit Union employees say
Pay
Hours and flexibility
Workplace
Get the full story on Breakroom
About Wright-Patt Credit Union
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
Beavercreek, OH, US
Year founded
1932