Personal Video Advocate

Clearview Federal Credit Union • Moon Township, PA

2d • $19 • Remote

About The Position

Provide courteous, prompt and excellent member service remotely through Interactive Teller Machines (ITMs). Answer all incoming calls, processing a variety of financial transactions and giving general account and loan information in a pleasant and professional manner. Build relationships by suggesting appropriate products and services to fit the members’ needs.

Requirements

• High School diploma or equivalent required
• Similar or transferable experience required
• Excellent member service skills
• Experience communicating via virtual technology (Skype, Face Time, Video Conference, etc.)
• Comfortable on camera, maintaining a friendly and professional appearance
• Proficient computer skills, including ability to operate multiple monitors and software systems
• Professional written communication skills
• Ability to handle a variety of duties
• Ability to maintain accuracy in a fast-paced environment
• Detail oriented
• Flexibility in workings hours
• Dependable with a good attendance record
• Candidate will need to have a home space that can accommodate a large backdrop for on screen video purposes.

Responsibilities

• Accurately process transactions of all types such as deposits, withdrawals, and loan payments, through video session with the Interactive Teller Machines
• Answer member inquiries and provide appropriate suggestions to financial needs
• Maintain thorough knowledge of Clearview services, products, policies and procedures
• Keep abreast of promotional and marketing mailings
• Uphold member confidentiality, following security and fraud prevention policies and procedures
• Build relationships by educating members on Clearview products and services to help them live a better life.
• Work a variety of shifts based on operational needs
• Exceptional written, verbal, and communication skills
• Attend scheduled meetings and training sessions, remotely or in person, set by your manager
• Meet average call volume goal and other key performance indicators (KPIs)
• Handle other duties as assigned
• Support Clearview’s Commitment to Diversity, Equity & Inclusion by welcoming and embracing the unique differences of others, treating others fairly and equitably, and creating an inclusive experience where others feel respected and valued; Understand and believe a diverse workplace is essential to the company’s vision and success

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 251-500 employees