Smart Financial
Financial Services
PT-30VirtualTeller
Neural analysis suggests this role is
optimal for Mid+ candidates.
“PT-30 Virtual Teller at Smart Financial. Skills: Customer service, Sales, Transaction processing. Respond to member needs. Perform transactions”
What You'll Achieve.
Meet referral goals
Industry & Context.
Climbing stairs in emergency, Operate office equipment, Work on computer 6-8 hours, Work extended hours, Work weekends, Work indoors, Work in climate-controlled shared area, Work with minimal noise
What They're Looking For.
Must Have
One year up to three years of similar or related experience, Experience in retail sales environment, Excellent customer service skills, Excellent sales skills, High school degree or equivalent
What You'll Do.
Respond to member needs
Provide information accurately
Process member transactions
Inform and educate members on products
Provide information and referrals
Answer questions regarding member account information
Direct members to Relationship Specialist
Perform other duties as assigned
How You'll Work.
Communication Scope
Verbal communication; Video communication; Written communication
Full Job Description
****This is a fully ON-SITE position (located in Houston, Texas), scheduled at 30 hours per week.**** 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. **Requirements** **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
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