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Financial Partners Credit Union · 1 month ago

Personal Teller

Costa Mesa, CA

Full-time

Onsite

Entry Level

1+ years exp

Financial Partners Credit Union is seeking a Personal Teller to enhance member service through their Interactive Teller video channel. The role involves processing transactions, resolving member issues, and promoting a professional image of the credit union while meeting established sales and service goals.

BankingFinancial ServicesLendingNon Profit

Comp. & Benefits

Responsibilities

Accurately process transactions for members, including but not limited to: Cashing checks, issuing Official Checks and Money Orders, receiving deposits, completing payments, processing cash withdrawals, transferring between shares, pay off and pay down of loans, conducting information inquiries and account research

Effectively communicate with Credit Union members via video sessions and ensuring that the responses are clear, concise, and grammatically correct, to promote a positive, professional image of Financial Partners Credit Union

Provide solutions to members by identifying member needs, presenting solutions using benefit statements, and asking for the business

Validate member identity using Credit Union security procedures

Use of good judgment when accepting negotiable items to minimize risk of loss or risk exposure

Standards for number of video sessions per hour are met or exceeded while maintaining a high level of member service

Balance teller transactions at the conclusion of each work shift

All applicable policies, procedures and practices are followed

Attend training classes offered by Learning & Development or approved by Department Management

Must meet or exceed established sales, referral, and service goals

Be present. Adhere to break and lunch schedule and maintain attendance within department policy guidelines

Assist Personal Teller Team Leads with day-to-day operation of Personal Teller Center

Assist Personal Teller Team Leads in providing approvals and overrides to Personal Tellers, within established limits

Aid in completing routine reviews of teller sessions, with an observation tool, to promote a positive and professional image of Financial Partners Credit Union

Aid in reviewing daily reports for approvals, dormancy, and overrides

Assist with ensuring applicable policies, procedures, and practices are followed within the department

May handle escalated issues within the Personal Teller Center, including fee reversals, check hold decisions, and member concerns

Satisfactorily resolves member service complaints, both verbally and in writing

Identify inefficiencies within the department and make recommendations to Personal Teller Center Leadership

Qualification

Video BankingMember ServiceTransaction ProcessingMicrosoft OfficeProblem SolvingMulti-taskingRetail Service ExperienceBanking ExperienceCommunication Skills

Required

Associate's Degree (A. A.) or equivalent from two-year College or technical school; one to two years related experience and/or training; or equivalent combination of education and experience

Prior retail service, teller and/or call center experience

Must be able to handle high volume of transactions in a fast paced video banking environment

Must be comfortable, professional, and friendly on camera

Demonstrated ability to analyze, reason, problem solve, and prioritize work independently

Must be able to communicate complex financial issues and instill confidence in the Credit Union to a wide variety of audiences with varying degrees of technical expertise

Must be able to learn and use a variety of software applications such as Microsoft Office, Video Banking, and various Credit Union processing systems/applications simultaneously

Ability to multi-task by operating multiple monitors and software systems at the same time

Previous banking or Credit Union experience is required

Must be service experts who give exemplary member service in all interactions