Virtual Teller - Conroe

Smart Financial Credit Union; Conroe (TX); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Tuition reimbursement

Top-tier benefits

Job summary

Smart Financial Credit Union seeks a fully ON-SITE Virtual Teller in Conroe, Texas, to respond to member needs with high-quality service. The role focuses on Interactive Teller Machine handling, transactions, and educating members on credit union products.

The position requires 1–3 years in a related field, strong customer service and sales skills, and a high school diploma. Compliance with policies and ability to cross-sell essential products are key aspects of the role.

Qualifications

• A minimum of one year up to three years of similar or related experience, including preparatory experience.
• Experience in retail sales environment requiring excellent customer service and sales skills.

Responsibilities

• Process member transactions accurately, efficiently, and timely including cash deposits, withdrawals, transfers, loan payments.
• Provide information and referrals to members seeking other services including new accounts, lending, and insurance.
• Answer questions regarding member account information and direct members to the Relationship Specialist when needed.
• Perform other duties as assigned by manager.
• Comply with all company policies and procedures, laws, and regulations including BSA, Patriot Act, and OFAC.

Skills

Customer service

Sales skills

Cash handling

Communication

Education

High school diploma

Job description

Fully ON-SITE position (located in Conroe, Texas)

The Virtual Teller is responsible for responding to both member and potential member needs with a high quality of service. This includes performing transactions and providing information accurately, professionally, quickly, and efficiently, via multiple media channels, with a primary focus on Interactive Teller Machine. The Virtual Teller is also responsible for answering member inquires and assisting them in understanding and utilizing credit union products and services.

• Process member transactions accurately, efficiently, and timely including accepting cash and check deposits, withdrawals, transfers, loan payments etc. Inform and educate members on credit union products and services in a fast-paced environment.
• Provide information and referrals to members seeking other services including, but not limited to new accounts, lending, and insurance.
• Answer questions regarding member account information. Direct members to Relationship Specialist when needed.
• Perform other duties as assigned by manager.
• Must comply with all company policies and procedures, applicable laws, and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Experience

A minimum of one year up to three years of similar or related experience, including preparatory experience. Experience in retail sales environment requiring excellent customer service and sales skills.

Education/Certifications/Licenses

A high school degree or equivalent

Interpersonal Skills

Courtesy and tact are essential elements of the job. Work involves personal contact with customers and others inside and outside the organization, generally regarding fairly routine matters for the purposes of giving and obtaining information or instructions, updating or referring. Communications generally require shorter and not in-depth discussions.

Other Skills

Ability to communicate, verbally, through video, and in writing, in a professional manner when dealing with employees and members. Ability to cross-sell products/services and meet referral goals in a fast-paced environment

ADA Requirements

Physical Requirements

Performs primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance.

Working Conditions

This job operates in a professional office environment. Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise. Must be capable of working weekends. Occasional work before or after regular business hours may be required for various events.

Mental and/or Emotional Requirements

Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.

• Smart Financial Credit Union offers a competitive salary and excellent top-tier benefits.
• In addition, Smart Financial Credit Union has a tuition reimbursement program; full-time employees can receive up to $4,000 per year in tuition reimbursement.

Smart Financial Credit Union was ranked as Houston's Best Places to Work five consecutive years in a row! Source: Houston Business Journal, 2011, 2012, 2013, 2014, and 2015.

Smart Financial Credit Union was ranked USA Top Workplaces (National Award)! Source: Houston Chronicle - 2021 and 2022

Smart Financial Credit Union was ranked Top Workplaces (Regional Award) six consecutive years in a row! Source: Houston Chronicle - 2016, 2017, 2019, 2021, 2022, 2023, and 2024

Smart Financial Credit Union was also ranked as Best Companies to Work for in Texas! Four consecutive years in a row! Source: Texas Association of Business (TAB) and Texas Monthly Magazine – 2014, 2015, 2016, and 2017

Smart Financial does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits.

Smart Financial Credit Union (SFCU) commits to fostering a diverse, equitable, and inclusive workforce and member base where a sense of belonging is evident. Our core values and purpose compel us to invest in our culture, with the objective that all who interact within and with the credit union can be appreciated for their unique individuality and thrive in the environment, with respect for each other and our greater community.

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