Job Information
Financial Partners Credit Union Personal Teller II in Costa Mesa, California
Position : Personal Teller II
Requisition ID: : 1537
PURPOSE OF JOB:
To promote a positive, professional image of Financial Partners Credit Union via NCR Interactive Teller 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 transactions for members, assist members with information about their accounts, and resolve issues/problems. Assist Personal Teller Leadership in providing approvals and overrides to Personal Teller Team.
ESSENTIAL RESPONSIBILITIES:
Accurately process transactions for members, including but not limited to: Cashing checks, issuing Official Checks and Money Orders, receiving deposits, completing payments, processing cash withdrawals, transferring between shares, pay off and pay down of loans, conducting information inquiries and account research
Effectively communicate with Credit Union members via video sessions -- always ensuring that the responses are clear, concise, and grammatically correct -- to promote a positive, professional image of Financial Partners Credit Union
Provide solutions to members by identifing member needs, presenting solutions using benefit statements, and asking for the business
Validate member identity using Credit Union security procedures
Use of good judgment when accepting negotiable items to minimize risk of loss or risk exposure
Standards for number of video sessions per hour are met or exceeded while maintaining a high level of member service
Balance teller transactions at the conclusion of each work shift
All applicable policies, procedures and practices are followed
Attend training classes offered by Learning & Development or approved by Department Management
Must meet or exceed established sales, referral, and service goals
Be present. Adhere to break and lunch schedule and maintain attendance within department policy guidelines
Assist Personal Teller Team Leads with day-to-day operation of Personal Teller Center
Assist Personal Teller Team Leads in providing approvals and overrides to Personal Tellers, within established limits
Aid in completing routine reviews of teller sessions, with an observation tool, to promote a positive and professional image of Financial Partners Credit Union
Aid in reviewing daily reports for approvals, dormancy, and overrides
Assist with ensuring applicable policies, procedures, and practices are followed within the department
May handle escalated issues within the Personal Teller Center, including fee reversals, check hold decisions, and member concerns
Satisfactorily resolves member service complaints, both verbally and in writing
Identify inefficiencies within the department and make recommendations to Personal Teller Center Leadership
EDUCATION/EXPERIENCE:
Associate's Degree (A. A.) or equivalent from two-year College or technical school; one to two years 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 Microsoft Office, Video Banking, 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 is required
Must be service experts who give exemplary member service in all interactions
The pay range for this position is listed above. Our pay ranges are designed to allow for candidates with various levels of experience and skill to be considered, and to allow room for growth to be achieved in a role over time. Generally, new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their individual combination of experience, knowledge, skills, and education as well as internal equity.
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.
$19.08 - $28.63