Member Relationship Specialist (Virtual Teller)

Yolo Federal Credit Union • Woodland, CA

2d • Remote

About The Position

We are currently hiring for a Member Relationship Specialist (Virtual Teller) (33.5 hours per week) to serve our members through various digital channels in our Member Service Center. If you have strong communication skills and have a passion for serving others, then we may be a good fit for each other. Learn more about this position below:

Requirements

• High school diploma or general education degree (GED) required.
• Ability to read and interpret documents such as operating policies and procedure manuals.
• Ability to comprehend instructions, correspondence, and memos.
• Ability to write basic correspondence and reports as well as effectively present information in one-on-one and small group situations to the public, members, and other employees.
• Ability to effectively count currency and negotiable instruments and calculate figures and amounts such as discounts, interest, and percentages.
• Ability to apply concepts of basic algebra.

Nice To Haves

• Some college or technical school experience preferred.
• A minimum of one year of experience working in a credit union or financial institution with direct contact with customers desired.
• Previous experience working in an in-bound call center environment desired.

Responsibilities

• Provides assistance via the Active Teller platform (video), e-mail, and secure online messaging.
• Demonstrates effective problem resolution skills and the ability to handle escalated scenarios.
• Perform online/mobile banking troubleshooting, bill payment, and other related research.
• Perform routine clerical support task functions including but not limited to creating loan and membership records, filing, stuffing envelopes, verifying, and processing address or email change requests.
• Identify opportunities to enhance the member relationship by offering products and services that are beneficial to the member’s financial needs.
• Maintain current knowledge of all Credit Union products and services, as well as policies and procedures.
• Accurately process account requests, new membership applications, and consumer loan applications.

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: High school or GED