PERSONAL EXPERIENCE REPRESENTATIVE

7 17 Credit UnionNorth Jackson, OH
4d

About The Position

As a Personal Experience Representative, you’ll guide members through their Personal Teller Machine (PTM) experience while providing exceptional service via video technology. You’ll represent 7 17 Credit Union’s values of honesty, integrity, trust, empathy, and teamwork—helping members achieve their financial goals in a modern, connected way.

Requirements

  • Education: High school diploma or equivalent required.
  • Experience: At least six months of customer service experience (financial experience preferred).
  • Skills: Comfortable and professional on camera
  • Strong communication and problem-solving abilities
  • Attention to detail and accuracy in a fast-paced environment
  • Friendly, member-focused attitude and team spirit
  • Must be bondable throughout employment.
  • Ability to work flexible hours within department schedule.
  • Adherence to professional dress code and workstation standards.

Responsibilities

  • Process member transactions accurately and efficiently using video technology.
  • Educate and assist members on PTM use, ensuring a positive, helpful experience.
  • Proactively identify and recommend financial solutions to meet member needs.
  • Maintain strong product knowledge to support members effectively.
  • Balance daily virtual transactions accurately and follow established policies.
  • Represent the Credit Union professionally—on camera and in all interactions.

Benefits

  • Join a values-driven organization that believes in teamwork, mutual respect, and supporting both our members and our communities. At 7 17 Credit Union, your work truly makes a difference.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service