Video Banking Concierge — Member Experience Specialist

7 17 Credit Union; Warren (OH); On-site; USD 21,000 - 28,000; Full time

Job summary

7 17 Credit Union in Warren, OH seeks a Personal Experience Representative to guide members through PTM video banking with exceptional service. You will educate members on PTM use and balance virtual transactions while maintaining product knowledge and a friendly, professional demeanor.

The role emphasizes on-camera communication, accurate transaction handling, and proactive financial solutions to meet member needs within department hours.

Qualifications

• High school diploma or equivalent required.
• Six months of customer service experience (financial experience preferred).
• On-camera professionalism and strong communication needed.

Responsibilities

• Process member transactions accurately and efficiently using video technology.
• Educate and assist members on PTM use, ensuring a positive, helpful experience.
• Proactively identify and recommend financial solutions to meet member needs.
• Maintain strong product knowledge to support members effectively.
• Balance daily virtual transactions accurately and follow established policies.
• Represent the Credit Union professionally—on camera and in all interactions.

Skills

On-camera professionalism

Strong communication

Problem-solving

Attention to detail

Friendly, member-focused

Team spirit

Education

High school diploma or equivalent

Job description

7 17 Credit Union in Warren, OH seeks a Personal Experience Representative to guide members through PTM video banking with exceptional service. You will educate members on PTM use and balance virtual transactions while maintaining product knowledge and a friendly, professional demeanor.

The role emphasizes on-camera communication, accurate transaction handling, and proactive financial solutions to meet member needs within department hours.