United States onlyThe primary purpose of the Teller Virtual position is to attend to member transaction requests efficiently and accurately via the Interactive Teller Machine (ITM) platform, and to identify member financial need(s) and recommend appropriate credit union product/service solutions to meet those needs.
Requirements
- Meet the brand expectations for Credit Union of Texas by consistently providing outstanding service to internal and external members with every interaction.
- Process transaction requests accurately and efficiently with utmost professionalism.
- Identify member financial need(s) and recommend an appropriate/progressive credit union product/service solution.
- Responsible to meet or exceed sales and service goals established by leadership.
- Remain compliant with all financial regulations including: BSA, OFAC, Reg CC, USA Patriot Act, etc.
- Exercise due diligence in identifying member information, potential red flags, and placing appropriate holds on items in accordance with federal regulations.
- Protect member information and other sensitive information by maintaining confidentiality while adhering to the credit union’s privacy policy.
- Identify any potential machine or software issues that need to be addressed and notify leadership so vendors and branch teams can be notified.
- Perform other duties as required to maintain credit union services and operations.
Benefits
- Competitive salary
- Benefits package
