VIDEO SERVICE REPRESENTATIVE

810 Seven Seventeen Credit Union Inc; Streetsboro (OH); On-site; USD 42,000 - 56,000; Full time

Job summary

7 17 Credit Union is seeking a Video Banking Specialist to deliver personalized service through our video banking platform and live chat. You will guide members through account services, lending needs, and remote banking solutions, creating a positive virtual experience.

The ideal candidate is service-driven, tech-savvy, and passionate about building member relationships. The role emphasizes accuracy, confidentiality, and collaborative teamwork in a centralized/remote work setup in Ohio.

Qualifications

• High school diploma or equivalent required.
• Strong customer service and communication skills.
• Comfortable using video banking technology and online tools.
• Ability to manage multiple tasks with accuracy.

Responsibilities

• Greet and assist members via video banking and live chat in a professional, welcoming manner.
• Educate members on video banking, digital services, and remote banking solutions.
• Process account maintenance requests and non-monetary transactions with accuracy and confidentiality.
• Assist with deposits, transfers, loans, and card services as needed.
• Maintain confidentiality and follow compliance requirements.

Skills

Customer service

Technology aptitude

Sales and referrals

Communication skills

Attention to detail

Education

High school diploma or equivalent

Tools

Video banking platform

Mobile banking apps

Online systems

Job description

a { text-decoration: none; color: #464feb;}tr th, tr td { border: 1px solid #e6e6e6;}tr th { background-color: #f5f5f5;}7 17 Credit UnionPosition SummaryAt 7 17 Credit Union, we are committed to delivering exceptional service while living our core values of mutual respect, honesty, trust, integrity, empathy, partnership, and teamwork.We are seeking a Video Banking Specialist to provide personalized, high-quality service to members through our video banking platform and live chat technology. In this role, you will serve as a single point of contact for members, helping them with account services, lending needs, remote banking support, and financial solutions while creating a positive and engaging virtual banking experience.The ideal candidate is service-driven, technology-savvy, and passionate about building strong member relationships by helping first and recommending solutions second.Key ResponsibilitiesGreet and assist members via video banking and live chat in a professional, friendly, and welcoming manner.Educate members on video banking, digital services, and remote banking solutions.Process account maintenance requests and non-monetary transactions with a high degree of accuracy and confidentiality.Assist members with services such as:Debit card issuance and supportMobile and remote banking setup and troubleshootingDirect deposit and payroll transfer requestsACH payment setup, modifications, and cancellationsLost or stolen card assistance and fraud-related inquiriesCheck ordering and account servicesOpen and service a variety of retail deposit accounts, including checking, savings, money market, certificate, IRA, HSA, custodial, and specialty accounts.Accept, process, and assist with consumer loan applications, including auto loans, personal loans, credit cards, home equity loans, and secured loans.Conduct loan closings, disbursements, and follow-up activities as needed.Perform needs-based conversations to identify opportunities that support members' financial goals.Meet established referral and production goals for credit union products and services.Resolve member concerns and provide follow-up to ensure exceptional service and satisfaction.Remain compliant with all credit union policies, procedures, and regulatory requirements.What We're Looking ForA successful Video Banking Specialist demonstrates:Outstanding member service skillsProfessionalism and empathyStrong technology aptitudeSales and referral awarenessAccuracy and attention to detailCommitment to teamwork and collaborationWhy Join 7 17 Credit Union?Opportunity to make a meaningful impact on members' financial well-beingCollaborative and supportive work environmentGrowth and advancement opportunities within a growing organizationComprehensive training and developmentCompetitive compensation and benefits packageWork EnvironmentThis position works from a designated centralized or remote video banking workstation and primarily serves members through video and digital channels. Limited travel may be required based on business needs.Apply today and help us create exceptional member experiences through innovative banking solutions.QualificationsHigh school diploma or equivalent required.Previous customer service, banking, financial services, retail sales, or contact center experience preferred.Strong communication and relationship-building skills.Ability to work independently while managing multiple priorities.Comfortable learning and using video banking technology, online systems, and other digital tools.Detail-oriented with strong organizational and problem-solving abilities.Ability to maintain confidentiality and handle sensitive member information.Experience with deposit accounts, consumer lending, or financial products is a plus.