Video Teller

CommunityAmerica Federal Credit Union; Lenexa (KS); On-site; USD 42,000 - 48,000; Full time

Job summary

CommunityAmerica Federal Credit Union is seeking a Video Teller to support members via ITM digital video interactions and deliver a prompt, professional member experience.

Schedule: Mon-Fri with preferred shift times (10-7 or 12-9) and rotating Saturdays 8am-4pm. Responsibilities include processing cash/transactions, verifying data, and promoting credit union products.

Qualifications

• High School diploma or equivalent.
• 1 year of experience in a financial institution or customer service.
• Ability to multi-task and adapt to changes in systems, processes, and procedures.
• Knowledge of spreadsheet software and word processing software.
• Must be able to be bonded.

Responsibilities

• Determine member needs and educate them on appropriate products and services.
• Follow verification procedures to protect member data and personal information.
• Provide quality service and resolve issues to exceed member expectations.
• Partner with internal/external departments to resolve inquiries and drive resolutions.
• Collaborate with internal departments to ensure efficient service delivery.
• Identify inconsistencies in account activity and help prevent fraud.
• Process cash, check and transfer transactions accurately.
• Adhere to Video Teller scorecard requirements and performance goals.
• Advocate for open communication and credit union values.
• Potential to mentor onboarding and training of new team members.

Skills

Multi-tasking

Sales techniques

Credit union products

Conflict resolution

Production environment

Teamwork

Schedule adherence

Confidentiality

Bonded

Education

High School diploma or equivalent

Associate or bachelor’s degree

Job description

Video Teller

ID: 3062

Contract type: Full-Time

Summary

The Video Teller provides support and service to new and existing Credit Union members using ITM digital video interactions. Provides a prompt and professional member experience while focusing on building and enhancing member relationships to foster financial peace of mind.

Schedule: M-F from preferred shift time (10-7, 12-9) and rotating Saturdays from 8am-4pm

Duties and Responsibilities

• Determine member needs and educate them on appropriate beneficial products and services.
• Follow verification procedures to protect member data, accounts, and personal information to ensure accuracy and security.
• Provide quality service that exceeds members expectations by utilizing available resources to determine quick resolution and implementing creative problem-solving expertise.
• Partner with internal and external departments to help resolve member inquires and issues to drive optimum resolutions.
• Collaborate with internal departments to ensure the workflow or process is providing the best service to the members.
• Identify inconsistencies in account activity and take action to prevent potential fraud.
• Adhere to check hold processes and procedures.
• Process cash, check and transfer transactions for member accounts accurately.
• Adhere to Video Teller scorecard requirements by meeting minimum performance goals.
• Advocate, promote and create honest and open communication throughout the credit union.
• Demonstrate behaviors that are consistent with the credit union's values, philosophies, and leadership characteristics.
• With proven performance and expertise in the role, will have the opportunity to become a peer mentor taking on additional responsibilities of assisting with onboarding, training, and coaching new team members; as well as engaging in more complex member requests as needed.

Education and Experience Requirements

• High School diploma or equivalent.
• One (1) year of experience in a financial institution or customer service position.

Required Knowledge, Skills and Abilities

• Ability to multi-task and adapt to change with systems, processes, and procedures.
• Knowledge of or willing to develop sales techniques.
• Knowledge of credit union services and products
• Appropriately resolve conflicts and escalated issues
• Ability to function and thrive in a production environment.
• Ability to work effectively individually and within a team environment.
• Ability to adhere to a daily schedule to meet the needs of our members.
• Ability to resolve interpersonal conflict and miscommunications.
• Knowledge of spreadsheet software and use word processing software.
• Ability to maintain a high level of confidentiality.
• Must be able to be bonded.

Preferred Knowledge, Skills, and Abilities

• Associate or bachelor's degree.
• Knowledge of credit union services and products

Physical Requirements

• In this position, individual will be expected to lift up to 20 pounds from time to time.
• Must be able to stoop, bend, reach or stand for extended periods of time.
• Must be able to sit and use a computer for extended periods of time.