Virtual Teller

Neighbors F C U•Baton Rouge, LA

3d•$0 - $19

About The Position

The Virtual Teller delivers efficient, courteous service to credit union members interacting through branch locations and Interactive Teller Machines. The role represents the credit union, requires a general understanding of its processes, products, and services, and includes educating members about available service channels and referring them to other employees or departments. The Virtual Teller supports a sales and service culture and provides accurate transaction processing, member assistance, and referrals while collaborating with branch staff.

Requirements

High school diploma or equivalent.
Ability to read and write.
Ability to count and handle numbers and details effectively.
Ability to communicate effectively orally, in writing, and by phone.
Ability to provide courteous, professional service to members and community partners.
Ability to learn, apply, and communicate knowledge of credit union products, services, policies, and procedures.
Ability to analyze work-related situations and make sound decisions.
Ability to adapt to a fast-paced, changing environment.
Ability to work independently and as part of a team.
Ability to present a professional image over video technology.
Ability to input and retrieve data using a computer.
Ability to multitask while operating multiple monitors and software systems simultaneously.
Ability to use and learn office machines, including copiers, scanners, and terminals.
Ability to demonstrate a strong sales and service attitude.
Ability and flexibility to work shifts accommodating extended operating hours.
Exceptional interpersonal and communication skills.
Excellent member service skills.

Nice To Haves

College degree or some completed college coursework.
At least two years of experience emphasizing sales and service in a credit union or other financial institution.

Responsibilities

Greet members promptly through the Interactive Teller Machine and meet established service goals.
Represent the credit union courteously and professionally.
Process transactions promptly, efficiently, and accurately, including withdrawals, deposits, payments, and other member-requested transactions.
Balance transactions accurately across multiple platforms each day while maintaining a seamless member interaction.
Resolve member inquiries on the first interaction whenever possible.
Build rapport and relationships with members through a virtual environment.
Maintain and provide in-depth knowledge of credit union products, services, service standards, controls, security procedures, and compliance regulations.
Provide information and referrals for other services, including Enterprise, investments, mortgage, and commercial services.
Collaborate with branch staff to serve members effectively and efficiently.
Comply with applicable regulatory requirements, including the Bank Secrecy Act, and credit union security protocols.
Perform other duties and responsibilities as required or assigned.