Virtual Teller - Part Time

Position Purpose and Objectives

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.

 

Major Duties and Essential Functions

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

Positions directly supervised:  N/A

 

Specific knowledge, skills, and abilities required for this position:

1. Must be goal-oriented
2. Must be service-oriented
3. Problem solving competence with a strong attention to detail
4. Must be self-motivated to meet required sales goals
5. Must have strong listening skills
6. Must have strong written and verbal communication skills
7. Must have the ability to multitask, prioritize, and adapt to a consistently changing environment
8. Must be a TEAM player and be able to work well in a group setting
9. Bilingual preferred

 

 

Education:  High school diploma or General Education Degree (GED)

           

Experience:  Minimum 6 months or more of similar or related experience.  

 

 

Physical Activities and Requirements of this Position

CATEGORY

DESCRIPTION

Finger Dexterity

Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together.

Grasping

Using fingers and palm on an object.

Talking

Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. 

Repetitive Motions

Movements frequently and regularly required using the wrists, hands, and/or fingers.

Average Hearing

Able to hear average or normal conversations and receive ordinary information.  

Average Visual Abilities

Average, ordinary, visual acuity necessary to prepare or inspect documents or products or operate machinery.   

Sedentary Work

While performing the duties of this job, the employee will frequently talk or hear, sit, use hands to handle or feel, and reach with hands or arms.  The employee will occasionally stand, walk, climb, balance, stoup, kneel, crouch, or crawl.  The employee will occasionally lift and move up to 10 pounds.

 

Working Conditions of this Position

DESCRIPTION

None.  No hazardous or significantly unpleasant conditions.

 

Mental Activities and Requirements of this Position

Reasoning Ability:  The ability to use common sense or logic. 

 

 

Detailed

Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

Mathematical Ability:  The level of ability required to perform math skills and operations.

Basi