GENERAL SUMMARY:
Responsible for providing accurate, professional and prompt Member service while performing a variety of financial transactions virtually, through interactive teller machines (ITMs). Maintains knowledge on all related products, services, and promotions to effectively create cross-sale opportunities based on member needs.
This role is eligible for a language stipend of $200/monthly after 90 days of employment
QUALIFICATIONS:
Minimum Education & Experience Requirements:
- High School diploma or equivalent
- 3 years customer service, sales and/or retail banking experience
- Spanish speaking is preferred
Minimum Knowledge & Skill Requirements:
- Maintains a positive, professional appearance while communicating effectively through on-screen technology
- Excellent attention to detail and sound judgement
- Ability to work in a fast-paced, goal-oriented environment
- Must be an effective team player, cooperative, flexible and dependable
- Ability to communicate clearly and effectively
- Knowledge of credit union products and services
- Must be customer service oriented with the ability to identify and meet member needs
- Must possess basic math and computer skills
COMPETENCIES:
- Customer Focus
- Composure
- Approachability
- Drive for Results
- Decision Quality
- Self-Development
- Perseverance
WORKING CONDITIONS/ENVIRONMENT:
This job requires the employee to sit or stand for extended periods of time. Infrequent lifting up to 25 lbs.
OTHER REQUIREMENTS:
Must comply with all aspects of the Bank Secrecy Act (BSA). Must be able to obtain license through the Nationwide Mortgage Licensing System & Registry (NMLS).
MAJOR ACCOUNTABILITIES AND TASKS:
- Processes a variety of virtual transactions promptly, accurately and efficiently. This includes deposits, transfers, withdrawals, and payments in accordance with credit union policies, procedures, and regulatory requirements.
- Learns and applies new technology, serving as a Subject Matter Expert on Interactive Video Teller Machines and stays abreast of ITM enhancements, including process improvement and procedures.
- Guides members through self-service handling of account maintenance requests through digital channels.
- Builds, develops and maintains relationships with members to ensure a positive member experience.
- Determines Member’s financial needs and recommends appropriate products and services. Educates Member on the various products and services available including online and mobile banking. Creates cross-selling opportunities in order to meet branch and individual sales goals.
- Resolves Members' requests, problems, and complaints or directs them to the appropriate person or department for information and assistance.
- Maintains an up-to-date and comprehensive knowledge on all credit union products, services, promotions, policies, procedures, rules and regulations.
- Meets balancing requirements.
- Performs other duties as assigned.
Salary range is $18.00 - $22.16/hr. Job Grade NE-8. Final salary is dependent on a candidate’s experience and qualifications.
Equal Opportunity Employer Veterans Disabled
Equal Opportunity Employer
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