{"id":1788124,"url":"https://alion.io/job/chartway-financial-solutions-representative-i-call-center","title":"Financial Solutions Representative I (Call Center)","company":{"id":1986363,"name":"Chartway","domain":"chartway.com","url":"https://alion.io/company/chartway","size_band":"1-10","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Cornerstone","truth_index":null},"role":"Customer Success","role_family":"Customer Success","seniority":null,"employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Virginia Beach, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-09-09T12:00:00Z","employer_posted_date":"2026-10-03","last_verified_at":"2026-10-21T06:12:10Z","board_verified":true,"closed_at":null,"days_open":41,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":41},"description":"Job Description: A Financial Solutions Representative I report to the Member Solutions Center or Service Manager and is responsible for providing exceptional service experiences in a fast paced call center environment. Day to day interactions include assisting and educating members on successfully managing their credit union relationship. Representatives are accountable for accurately assisting callers with credit union eligibility, account transactions, online banking support and account maintenance requests.\nAll experiences delivered should contribute positively to the channels assigned performance objectives. Responsible and Accountable for: Taking inbound calls from members and non-members for general servicing inquiries for checking, savings, credit cards, certificates of deposit, business accounts and loan products (auto, equity, line of credits and personal loans) Option to work from home based on skillset and time in position Exercise problem solving skills and promote the benefits of membership Update member and account information as needed Maintain Member Solutions Center service levels by handling a high volume of calls in a fast-paced environment Communicate using extraordinary soft skills during complex conversations to deliver an outstanding member experience. Handle complex conversations and situations professionally to create an outstanding member experience on every call.\nConsistently and effectively cross-selling credit union products and services to achieve assigned referral goals. Ability to respond to member inquiries regarding current products and services, as well as current promotions. Utilize “available” time efficiently, consistently maintaining low “work” and “unavailable” percentages while meeting interaction performance Comply with all member verification processes to mitigate risk and protect the member and the credit union for fraud or loss.\nComply with all record keeping requirements of the Bank Secrecy Act for wire funds transfers of $3,000 or more.","description_format":"text","description_chars":2017,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Equity"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Services","Credit Unions & Cooperative Banks","Leasing, Auto & Equipment Finance"],"lifecycle":[{"event":"open","at":"2026-10-03T17:34:39Z"}],"visa":[],"liveness":{"score":21,"band":"cold","label":"Long shot","p_open":1,"p_active":0.39,"p_room":0.55,"age_days":41,"expected_fill_days":28,"reasons":["conf:3","win:tail"],"computed_at":"2026-10-21T05:46:15Z"},"pay":null,"html_url":"https://alion.io/job/chartway-financial-solutions-representative-i-call-center","json_url":"https://alion.io/job/chartway-financial-solutions-representative-i-call-center.json","meta":{"generated_at":"2026-10-21T06:38:29Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":9460,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-22T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1986363},"rest":"https://alion.io/mcp/rest/get_company?id=1986363"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fchartway-financial-solutions-representative-i-call-center"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fchartway-financial-solutions-representative-i-call-center"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fchartway-financial-solutions-representative-i-call-center"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/chartway-financial-solutions-representative-i-call-center\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fchartway-financial-solutions-representative-i-call-center"}]}