Virtual Teller I

Tucson Federal Credit UnionTucson, AZ
Remote

About The Position

Provide exceptional experiences to our members by assisting with their financial needs and accurately processing account transactions virtually, on-camera, through the Credit Union’s ITM (Interactive Teller Machine). This role requires maintaining a high level of professionalism, positivity, and friendliness on camera to deliver an exceptional experience for each member. The Virtual Teller must be comfortable and maintain professionalism on camera, maintaining composure during all video transactions and engaging in behavior that aligns with the credit union’s cultural beliefs. A high-level knowledge of all TFCU products, policies, and procedures is essential, along with maintaining a professional businesslike appearance and adhering to the attendance and punctuality policy.

Requirements

  • High school diploma or its equivalent required.
  • Five (5) years work experience required, preferably in customer service.
  • Three (3) years cash handling experience preferred.
  • Beginning level of training with MS Office.
  • Basic general computer skills (ie: using email, navigate the internet, search functions).
  • Ability to speak clearly, tactfully, effectively and with diplomacy to members, volunteers and employees at all levels of the organization (systems, documents, procedures, etc).
  • Must be comfortable and maintain professionalism on camera with members.
  • Sit, Stand, Walk and Bend: While performing the duties of this job, this position is regularly required to sit, stand, and walk. Bending is also sometimes required to reach low cabinets and drawers.
  • Use of Hands/Fingers: To operate a computer, keyboard, mouse and other office machinery such as but not limited to; a calculator, copy machine, and printer. Additionally, this position is frequently required to sit and reach with hands and arms.
  • Speech/Hearing: This position frequently communicates via phone and in person. Must be able to talk to/hear members and educate them on products and services offered at the credit union.
  • The ability to occasionally lift up to 25 lbs. is required for this position.
  • Specific vision abilities required by this job include close vision, distance vision, and ability to adjust focus; ability to work in low light, bright light to accommodate the camera.

Nice To Haves

  • At least 1 year experience in a leadership capacity or identified as candidate for Prospective Leaders Program.
  • At least 1 year experience in Virtual Teller position preferred.

Responsibilities

  • Process all member transactions including deposits, withdrawals, loan advances and loan payments accurately.
  • Exercise good judgment and problem-solving skills to resolve issues and make on the spot decisions including exceptions, adjustments and overrides.
  • Support members in overcoming concerns with new technology and promote benefits to ensure a positive experience and increase adoption rate.
  • Actively participate and complete all required training that enhances one’s ability to perform their job.
  • Abide by state and federal banking regulations.
  • Attend training sessions and complete compliance training on an annual basis.
  • Follow credit union Member Privacy Policy and member identification procedures.
  • Maintain a high level of professionalism, positivity, and friendliness on camera to deliver an exceptional experience for each member.
  • Accurately communicate via email, throughout systems, documents, and in person communication.
  • Gain and retain a high-level knowledge of all TFCU products, policies and procedures.
  • Adhere to TFCU’s attendance and punctuality policy.
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