Live Video Banking Specialist - Member Services

MAX Credit Union; Montgomery (AL); On-site; USD 34,000 - 42,000; Full time

Job summary

MAX Credit Union in Montgomery, AL seeks a customer-focused banking professional to assist members via live video, guide ITM usage, process deposits, and support secure service delivery. You will review checks, handle mobile deposits, and support ATM/ITM balancing under supervision.

The role emphasizes accurate record-keeping, cross-department collaboration, and upholding confidentiality while providing a member-first experience.

Responsibilities

• Engages with members through live video to complete transactions including deposits, withdrawals, transfers, and payments.
• Guides members through ITM features and educates them on self-service options.
• Reviews checks for accuracy and legitimacy and releases or extends holds as needed within established limits.
• Processes mobile deposits and basic adjustments following set procedures.
• Supports balancing and verification of ATM/ITM transactions under supervision.
• Creates and updates Salesforce cases for follow-up, reversals, and adjustments.
• Communicates effectively with other departments to resolve member issues and ensure accuracy in records.
• Protects member information by adhering to all security, compliance, and confidentiality procedures.
• Maintains a member-first mindset, demonstrating professionalism and consistency in service delivery.

Job description

MAX Credit Union in Montgomery, AL seeks a customer-focused banking professional to assist members via live video, guide ITM usage, process deposits, and support secure service delivery. You will review checks, handle mobile deposits, and support ATM/ITM balancing under supervision.

The role emphasizes accurate record-keeping, cross-department collaboration, and upholding confidentiality while providing a member-first experience.