DIGITAL SERVICE REPRESENTATIVE (CLOSING SHIFT, ADMIN CENTER - TRAVERSE CITY)

4Front Credit Union•Traverse City, MI

26d•$17 - $22•Onsite

About The Position

Accurately and efficiently processes a variety of cash and check inquiry transactions remotely for members through video sessions. Proactively suggests appropriate products and services to benefit our members.

Requirements

High school graduate or equivalent.
General knowledge of Credit Union policies and procedures
Understanding of Credit Union philosophy.
General knowledge of Credit Union products and services
Minimum of one year in customer service
Excellent communication and public relation skills.
Professional appearance, dress, and attitude.
Ability to operate related computer software, telephone and business equipment.
Solid math and abilities.

Responsibilities

Accurately process transactions of all types such as deposits, withdrawals, loan payments, money orders, credit card and line of credit advances through a digital channel. (video session)
Recognize and act upon referral opportunities to achieve personal sales goals via video sessions for the best financial position of the member.
Assist members with additional service needs including opening sub accounts, repayment accounts, setting-up auto transfers, and online banking services.
Provides basic information to members on accounts, products, services, payments and orders.
Provides basic maintenance on accounts
Sustains teller balancing standards and accuracy during at the end of each day.
Resolves member requests and questions promptly, courteously, and professionally.
Keeps members informed of Credit Union services and policies.
Maintains and projects the Credit Union's professional reputation.
Assists area personnel as required.
Keeps supervisor informed of area activities and significant problems.
Completes required reports and records accurately and promptly.
Attends meetings as required.
Assists other departments as necessary.
Ensures work areas and equipment are clean and well maintained.
Performs procedures for opening and closing of operations, including alarm, and door duties.
Performs related clerical and lending functions as required.
Comply with the U.S. Patriot Act and the Credit Union’s Bank Secrecy and OFAC Policies and Procedures.
Comply with the Gramm-Leach Bliley Act and the Credit Union’s Information Security program, maintaining the privacy and security of information, Systems and locations.