What are the responsibilities and job description for the Personal Teller position at Financial Partners Credit Union?
In this role, you will promote a positive, professional image of Financial Partners Credit Union via Aptra Interactive Teller (AIT) video channel. Provide excellent service to all members of the credit union by identifying product and service solutions to meet their financial needs. Accurately and efficiently process a variety of cash and check inquiry transactions via AIT for members. Assist members with information about their accounts, FPCU products and services, and by resolving issues/problems.
Essential Responsibilities
Financial Partners Credit Union is an equal opportunity employer and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Essential Responsibilities
- Accurately process transactions for members, including but not limited to, cashing checks, money orders, wires, receiving deposits and payments, processing withdrawals, processing shares transactions, loan payoffs, image retrieval, conduction information inquiries, making credit card advances, account research
- Handle member contact via video sessions to promote a positive, professional image of Financial Partners Credit Union.
- Proven ability to provide solutions to member financial needs by: identifing member needs, presenting appropriate solution using benefit statements and asking for the business.
- Effectively communicate the benefits of membership and FPCU products and services via video session. Always ensuring that the responses are clear , concise and grammatically correct.
- Validate member identity using credit union security procedures.
- All applicable policies, procedures and practices are followed.
- Attend training offered through Learning and Development or approved your Manager to include the Learning Partner Certification program.
- Balance assigned machines during and end of each work day
- Use of good judgment when accepting negotiable items to minimize risk of loss or risk exposure.
- Standards for number of transactions (sessions for video banking) per hour and balancing are met or exceeded while maintaining a high level of member service
- Must meet or exceed established sales and/or referral goals
- Be present. Adhere to break and lunch schedule and maintain attendance within department policy guidelines.
- We share a collaborative obligation to ensure that we conduct ourselves in the utmost ethical manner and that we hold each other accountable to the values and standards of the organization. Every Partner has the responsibility to ask questions, seek guidance, and report concerns and/or violations of company policy or ethical standards. Financial Partners has several processes in place to communicate with leadership and expects that partners will have a commitment to integrity and uncompromising values.
- Associate's degree (A. A.) or equivalent from two-year college or technical school; or six months to one year 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 Micosoft Office, Video Banking (AITs) 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 would be preferred.
- Strong customer service skills, strong ability to cross sell financial products.
Financial Partners Credit Union is an equal opportunity employer and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
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