PERSONAL EXPERIENCE REPRESENTATIVE jobs in United States
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7 17 Credit Union · 2 hours ago

PERSONAL EXPERIENCE REPRESENTATIVE

7 17 Credit Union is a values-driven organization that believes in teamwork and mutual respect. The Personal Experience Representative will guide members through their Personal Teller Machine experience while providing exceptional service via video technology, helping them achieve their financial goals.

BankingCreditFinancial ServicesLending

Responsibilities

Process member transactions accurately and efficiently using video technology
Educate and assist members on PTM use, ensuring a positive, helpful experience
Proactively identify and recommend financial solutions to meet member needs
Maintain strong product knowledge to support members effectively
Balance daily virtual transactions accurately and follow established policies
Represent the Credit Union professionally—on camera and in all interactions

Qualification

Customer service experienceProfessional on cameraCommunication skillsProblem-solving abilitiesMember-focused attitudeAttention to detailTeam spirit

Required

High school diploma or equivalent required
At least six months of customer service experience (financial experience preferred)
Comfortable and professional on camera
Strong communication and problem-solving abilities
Attention to detail and accuracy in a fast-paced environment
Friendly, member-focused attitude and team spirit
Must be bondable throughout employment
Ability to work flexible hours within department schedule
Adherence to professional dress code and workstation standards

Preferred

Financial experience preferred

Company

7 17 Credit Union

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7 17 Credit Union is a progressive financial institution offering credit union membership, provides banking services to 86,000 Members.

Funding

Current Stage
Growth Stage

Leadership Team

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John Demmler
President / CEO
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Shelly Pawcio, CPA
Chief Financial Officer
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Recent News

Business Journal Daily | The Youngstown Publishing Company
Business Journal Daily | The Youngstown Publishing Company
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