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).

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).
  • Must maintain a high level of professionalism, positivity, and friendliness on camera to deliver an exceptional experience for each member.
  • Ability to speak clearly, tactfully, effectively and with diplomacy to members, volunteers and employees at all levels of the organization (systems, documents, procedures, etc).
  • Ability to accurately communicate via email, throughout systems, documents, and in person communication.
  • Must be comfortable and maintain professionalism on camera with members. Maintain professional composure during all video transactions.
  • Engage in behavior that aligns with the credit union’s cultural beliefs.
  • Gain and retain a high-level knowledge of all TFCU products, policies and procedures.
  • Maintain a professional businesslike appearance in accordance with TFCU Dress and Personal Appearance Policy.
  • Adhere to TFCU’s attendance and punctuality policy.

Nice To Haves

  • Three (3) years cash handling experience preferred.
  • Intermediate computer skills (ie: tables and graphics).
  • Assists teammates with troubleshooting such as machine issues, submitting work tickets and balancing outages.
  • Acts as back up for cash ordering and vendor contact.
  • Advanced computer skills training (ie: troubleshooting and technology).
  • Serves as contact for escalated member calls, handles advanced supervisory functions (ie: cash ordering, scheduling).
  • Provides leadership and coaching.
  • At least 1 year experience in a leadership capacity or identified as candidate for Prospective Leaders Program.
  • Advanced level of training with MS Office.
  • Ability to deliver training and feedback via technology and in person.
  • 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.
  • Ability to speak clearly, tactfully, effectively and with diplomacy to members, volunteers and employees at all levels of the organization (systems, documents, procedures, etc).
  • Ability to accurately communicate via email, throughout systems, documents, and in person communication.
  • Must be comfortable and maintain professionalism on camera with members. Maintain professional composure during all video transactions.
  • Engage in behavior that aligns with the credit union’s cultural beliefs.
  • Gain and retain a high-level knowledge of all TFCU products, policies and procedures.
  • Maintain a professional businesslike appearance in accordance with TFCU Dress and Personal Appearance Policy.
  • Adhere to TFCU’s attendance and punctuality policy.
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