PT-30 Virtual Teller - Westchase District

Smart FinancialHouston, TX
2dOnsite

About The Position

The Virtual Teller is responsible for responding to both member and potential member needs with a high quality of service. This includes performing transactions and providing information accurately, professionally, quickly, and efficiently, via multiple media channels, with a primary focus on Interactive Teller Machine. The Virtual Teller is also responsible for answering member inquires and assisting them in understanding and utilizing credit union products and services.

Requirements

  • A minimum of one year up to three years of similar or related experience, including preparatory experience.
  • Experience in retail sales environment requiring excellent customer service and sales skills.
  • A high school degree or equivalent
  • Courtesy and tact are essential elements of the job. Work involves personal contact with customers and others inside and outside the organization, generally regarding fairly routine matters for the purposes of giving and obtaining information or instructions, updating or referring. Communications generally require shorter and not in-depth discussions.
  • Ability to communicate, verbally, through video, and in writing, in a professional manner when dealing with employees and members.
  • Ability to cross-sell products/services and meet referral goals in a fast-paced environment

Responsibilities

  • Process member transactions accurately, efficiently, and timely including accepting cash and check deposits, withdrawals, transfers, loan payments etc.
  • Inform and educate members on credit union products and services in a fast-paced environment.
  • Provide information and referrals to members seeking other services including, but not limited to new accounts, lending, and insurance.
  • Answer questions regarding member account information. Direct members to Relationship Specialist when needed.
  • Perform other duties as assigned by manager.
  • Must comply with all company policies and procedures, applicable laws, and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Benefits

  • Smart Financial Credit Union offers a competitive salary and excellent top-tier benefits.
  • Smart Financial Credit Union has a tuition reimbursement program; full-time employees can receive up to $4,000 per year in tuition reimbursement.
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