Virtual Banking Advisor

Summit Credit Union; Village of Cottage Grove (WI); On-site; USD 34,000 - 52,000; Full time

Benefits offered by this job

Health insurance

Student loan payback

Tuition reimbursement

401K with match

Career development opportunities

PTO, volunteering time & holidays

Job summary

Summit Credit Union is seeking a Video Teller to connect with members in real time and make everyday banking easier and more engaging.

You'll process transactions with accuracy, spot opportunities to improve members' financial lives, and help keep accounts secure using multi-factor authentication. Training and coaching will help you hit service and sales goals while building lasting relationships.

Qualifications

• High school diploma or equivalent.
• At least one year of customer service or sales experience.
• Strong interpersonal skills and a positive, professional demeanor.
• Basic Microsoft Office and math skills.
• Bilingual in Spanish is a bonus.

Responsibilities

• Be the friendly face (via video!) that members trust for everyday banking.
• Process transactions with accuracy and efficiency.
• Spot opportunities to improve members' financial lives and refer them to teammates who can help.
• Use multi-factor authentication to keep our members safe.
• Hit service and sales goals with the help of structured training and coaching.

Skills

Customer service

Sales

Interpersonal skills

Microsoft Office

Math skills

Spanish (bonus)

Education

High school diploma

Tools

Microsoft Office

Job description

Summit Credit Union is seeking a Video Teller to connect with members in real time and make everyday banking easier and more engaging.

You'll process transactions with accuracy, spot opportunities to improve members' financial lives, and help keep accounts secure using multi-factor authentication. Training and coaching will help you hit service and sales goals while building lasting relationships.