Virtual Teller - Part Time

Credit Union of Texas•Garland, TX

2d•Remote

About The Position

The primary purpose of the Teller Virtual position is to attend to member transaction requests efficiently and accurately via the Interactive Teller Machine (ITM) platform. A Teller Virtual must be able to assess the needs of internal and external members and identify their financial need(s) and recommend appropriate credit union product/service solutions to meet those needs.

Requirements

Must be goal-oriented
Must be service-oriented
Problem solving competence with a strong attention to detail
Must be self-motivated to meet required sales goals
Must have strong listening skills
Must have strong written and verbal communication skills
Must have the ability to multitask, prioritize, and adapt to a consistently changing environment
Must be a TEAM player and be able to work well in a group setting
High school diploma or General Education Degree (GED)
Minimum 6 months or more of similar or related experience.

Nice To Haves

Bilingual preferred

Responsibilities

Meet the brand expectations for Credit Union of Texas by consistently providing outstanding service to internal and external members with every interaction.
Process transaction requests accurately and efficiently with utmost professionalism.
Identify member financial need(s) and recommend an appropriate/progressive credit union product/service solution.
Responsible to meet or exceed sales and service goals established by leadership.
Remain compliant with all financial regulations including: BSA, OFAC, Reg CC, USA Patriot Act, etc.
Exercise due diligence in identifying member information, potential red flags, and placing appropriate holds on items in accordance with federal regulations.
Performs job duties within our bylaws, regulations, Board of Directors policies, established internal and external service standards and our work procedures.
Protect member information and other sensitive information by maintaining confidentiality while adhering to the credit union’s privacy policy.
Identify any potential machine or software issues that need to be addressed and notify leadership so vendors and branch teams can be notified.
Perform other duties as required to maintain credit union services and operations.