Virtual Banking Jobs 2021 Apply Now

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Assists members with all routine transactions.
• Creates a remarkable member experience by responding and providing resolutions to member requests with expertise.
• Consults with members to identify and recommend Credit Union products and services based on financial need. Makes referrals to appropriate departments.
• Responds and resolves a high volume of member inquiries and requests over the telephone and through other electronic channels.
• Performs a wide range of account services including, but not limited to setting up mobile deposit, mobile banking and digital banking, credit and debit card activation, debit card inquiries, transfers, funding loans, handling debit card inquiries, address changes, stop payments, transfers, check orders, etc.
• May process new account applications for basic consumer accounts.

EDUCATION AND EXPERIENCE

• High school diploma or currently pursuing a high school diploma required, two year degree preferred
• Customer service and/or sales experience required

LICENSES AND CERTIFICATIONS REQUIRED

• Must be bondable

SUPERVISION/MANAGEMENT

• None

KNOWLEDGE, SKILLS AND ABILITIES

• Knowledge of the financial industry including knowledge of the various products, policies, procedures, history and philosophy of credit unions
• Knowledge of laws relative to complex and/or specialized accounts (i.e. corporations, IRA’s, trusts)
• Public relations abilities, including the ability to positively reflect the Credit Union’s image in the community and the marketplace
• An understanding of information technology concepts including Microsoft Office software applications
• Skill in performing basic arithmetic calculations including addition, subtraction, multiplication, division ratios and percentages
• Ability to give attention to detail
• Knowledge of BSA compliance including monitoring for and reporting suspicious activity, familiarity with BSA/OFAC regulations, and completing required trainings timely