Virtual Teller

Job Description

Job Description

POSITION SUMMARY

Responsible for delivering superior and efficient service to members of the credit union who interact with the credit union through our branch locations. Serve as the face of the credit union and as such, must have a general understanding of credit union processes, products and services. Responsible for educating members about all available service channels available. Responsible for referring members to other branch employee(s) or departments in the credit union. Must support sales and service culture.

ESSENTIAL FUNCTIONS

1. Greet every member in a timely manner through the Interactive Teller Machine, meeting established goals for service.
2. Represent the credit union to members in a courteous, professional manner.
3. Provide prompt, efficient and accurate service in processing transactions.
4. Process teller transactions including withdrawals, deposits, payments and other transactions based on member needs.
5. Accurately balance transactions on multiple platforms daily while making the member interaction seamless.
6. Consistently provide one touch resolution for member inquiries.
7. Establish rapport and build relationships through a virtual environment.
8. Provide in depth knowledge of credit union products, services, quality service standards, established controls, security procedures, and compliance regulations.
9. Provide information and referrals to members seeking other services including, but not limited to, Enterprise, investments, mortgage and commercial services.
10. Work collaboratively with the branch staff in the best interest of serving members effectively and efficiently.
11. Maintain knowledge of and comply with regulatory requirements such as the Bank Secrecy Act and credit union security protocols as it relates to this position.
12. Perform other duties and responsibilities as required or assigned.

KNOWLEDGE, SKILLS AND ABILITIES

• Ability to read and write.
• Ability to count and deal with numbers and details effectively.
• Ability to effectively and efficiently communicate orally, in writing, and by phone.
• Ability to provide courteous and professional service to members and community partners.
• Ability to learn, apply, and communicate knowledge of credit union products, services, policies and procedures.
• Ability to analyze situations related to position in order to make sound decisions.
• Ability to adapt well to a fast- paced and changing environment.
• Ability to work well with a team or alone.
• Ability to portray professional image over video technology.
• Ability to learn, apply and communicate knowledge of teller department policies and procedures.
• Ability to input and retrieve data from computer.
• Ability to multi-task by operating multiple monitors and software systems simultaneously.
• Ability to use and learn office machines (i.e., copier, scanner, terminals).
• Ability to exemplify strong sales and service attitude.
• Ability, willingness and flexibility to work in shifts to accommodate the extended hours of operation.
• Exceptional interpersonal and communication skills.
• Excellent member service skills.

MINIMUM QUALIFICATIONS

High School diploma or equivalent required. College degree or some college coursework completed preferred. Minimum of two years’ experience with a strong emphasis on sales and service in a credit union or other financial institution preferred.

Salary: $18.90/hr
FLSA Status: Non-Exempt
Reports to: Assistant VP, Virtual Teller Center
Location: Perkins Branch