Job description
Personal Teller - Virtual Branch
General Summary
The Personal Teller 1 assists the Credit Union in the achievement of its goal to always make a positive difference in each member’s financial life. The Personal Teller 1 position provides the highest quality of service to all members, by identifying their financial needs and recommending products and services that would meet those needs. The Personal Teller 1 is responsible for completing the member’s financial transactions in a professional and efficient manner, effectively listening, and answering member’s questions.
Essential Functions, Duties, and Responsibilities
- Answer member calls via camera and deliver high quality member service by communicating clearly throughout all interactions.
- Ability to identify opportunities and educate members on our products and services.
- Maintain a positive attitude and high energy level during all member interactions.
- Understand the value and importance of accuracy and attention to detail.
- Maintain focus on communicating clearly to ensure ease of use, accuracy, and efficiency with all transactions.
- Maintain a business-like appearance and project a professional and friendly image.
- Knowledge of GECU’s products and services.
- Work with in-branch team members to create a consistent member experience.
- Think independently and utilize problem solving skills to resolve member issues expeditiously.
- Maintain confidentiality of all member transactions and account information.
- Responsible and accountable for risk by elevating concerns, and personally following policies and procedures as defined.
- Keep up to date with all promotions, products, services, and digital offerings.
- Discuss member feedback, questions, and concerns with manager and escalate as necessary.
- Understand and adhere to regulatory and compliance standards, requirements, and policies.
- Maintain a dependable record of attendance and timeliness.
- Performs other duties as assigned.
- Must understand and comply with all required federal and state regulations associated with this position.
- Must be able to speak and understand fluent English.
Requirements:
High school diploma or equivalent. Must demonstrate excellent interpersonal skills, strong decision-making, and communication skills who can work in a fast-paced environment; always exhibit a positive attitude and professional demeanor. Be comfortable, professional, and friendly on camera.
Duties and responsibilities may be added, deleted, or changed at any time at the discretion of management, formally, or informally, either verbally or in writing. The position description above is intended to describe the general content of this job. It is not to be construed as an exhaustive statement of essential functions, duties and responsibilities.
The requirements listed above are representative of the knowledge, skills, and/or ability required. Reasonable accommodations can be made to enable individuals with disabilities to perform the essential functions.
General Electric Credit Union is an Equal Opportunity Employer.
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