Personal Video Teller

PIONEER FEDERAL CREDIT UNION • Mountain Home, ID

4d • Onsite

About The Position

As a progressive financial services provider, we are seeking a dynamic, enthusiastic individual to join our team as a Personal Video Member Services Representative (MSR) in our Administrative Offices in Mountain Home, ID. Bilingual in English & Spanish is preferred but not required. This position is responsible for responsible for enhancing the members experience by using the Personal Teller Machines (PTM) and video platforms to assist members and potential members with their Credit Union needs; explains services, sets up new accounts, responds to problems, assists members with their loan applications; processes loan disbursements, and assists members with their financial needs. Will also provide a variety of paying and receiving functions, including processing deposits, withdrawals, transfers, loan payments, and wires. All Personal Video Member Service Representatives will have monthly goals and will assist other team members with a variety of duties. Personal Video MSRs work flexible shifts to accommodate the extended operating hours of the credit union. The Personal Video MSR will ensure Pioneers service standards are always met while diligently working towards delivering WOW through exceptional service. Matches Credit Union services and products to members needs, and proactively seek new business with members or potential members by utilizing and participating in community events. Maintains a professional business appearance, and continually delivers Pioneer Brand through service and appearance.

Requirements

• Six (6) months of similar or related experience.
• A high school education or GED.
• Excellent public relations skills, knowledge of Credit Union services and products, organizational skills to ensure the proper recording and dissemination of required information.
• Efficiency and accuracy, as well as professionalism in communication, is vital to the successful execution of this position.
• Comfortable with technology, process good verbal communication skills, be able to keep members engaged over the video channel, and be comfortable delivering member service over video.

Nice To Haves

• Bilingual in English & Spanish is preferred but not required.

Responsibilities

• Responsible for handling a variety of member service functions via Personal Teller Machines, including but not limited to assisting members with requests and basic teller transactions, answering questions about products and services including loan products and resolving issues and concerns.
• Reports malfunctions of PTMs to management.
• Educates and promotes usage of PTMs with members and potential members.
• Provides technical support to members and potential members while utilizing video technology.
• Accurately balance and process teller transactions on multiple platforms while making the member interaction seamless.
• Accurately balances daily transactions and check totals.
• Investigates and resolves out-of-balance conditions.
• Works diligently to stay current on all Pioneer products and services, to include but not limited to deposit accounts, loan products, electronic banking features, video platforms, online account and loan opening, and DocuSign for loan closings, signature cards, and forms.
• Ability to use multiple systems to assist internal and external requests.
• Completes assigned training to perform job functions or as required by law.
• Open and perform maintenance on consumer and business accounts and loans.
• Analyze credit reports, looking for opportunities to deepen member relationships and assist members in bringing other products to Pioneer by asking open-ended questions to discover member needs and achieve strategic objectives.
• Utilize follow up practices on all new loans and deposit accounts for increased sales, proactively identify issues or concerns and asking for referrals.
• Protect the member and Pioneer through sales of additional loan add-on products.
• Perform prompt and accurate account and loan maintenance functions.
• Ensure that all inspections and loan documents are done accurately and timely so that Pioneer can secure their lien and lending departments have supporting documents.
• Ensure all account documentation is opened accurately and timely for auditing purposes.
• Secures and maintains members confidential information and protects Pioneers reputation.
• Develop and maintain a thorough knowledge of the credit unions consumer, real estate, and business lending and account policies and procedures.
• Adheres to the credit union's security and internal controls policy, member service standards, and government regulations.
• Acts as liaison between members and various organizations and departments.
• Will be responsible for helping maintain Pioneer brand look and feel at all times.
• Performs other related job duties as assigned

Benefits

• An excellent compensation package starting at $17.37 per hour
• Bilingual Pay wage differential (additional compensation if fluent in Spanish)
• An 8% Employer Matching dollar-for-dollar 401(k) program after Year One
• Health, dental and vision insurance Pioneer pays a minimum of 65% of the premiums
• 12 paid holidays including day after Thanksgiving
• Accrue up to 12 days of Paid Time Off in year one, plus Birthday and Work Anniversary day off
• PTO accrual increases with Pioneer seniority
• Up to $300 in Interest-free Wardrobe Salary Advance available on Day One!
• Up to $2,000 in Interest-free Technology Salary Advance
• Up to $1,000 Interest-free Wellness Advance to purchase gym membership, Peloton, or any exercise equipment
• Up to $2,300 in Tuition reimbursement per semester
• Childcare reimbursement up to $100 per child per month
• So much more!

What This Job Offers

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