Mobile Member Service Consultant Teller

Call Federal Credit Union

Mobile Member Service Consultant Teller

Richmond, VA
Full Time
Paid
  • Responsibilities

    Position Summary: Serve as a liaison between the members and the credit union by accurately performing transactions, providing information and referring potential prospects to appropriate staff

    Essential Functions and Responsibilities:

    Ensure exceptional service to all external and internal members to foster and capture the credit union brand. Consistently delivering on our brand promise, vision and mission statements

    Educate members regarding all Call Federal products and services in a consistent sales environment

    Uses knowledge of a specific product, service, or other assigned area of expertise to answer member inquiries via face-to-face, telephone and or email

    Provide prompt efficient accurate information and basic teller transactions and adhere to Call Federal check cashing and deposit authority limits

    Verifies important information including endorsements, dates, and identification, to cash or deposit checks and pay out funds.

    Open accounts for existing members

    Provide services such as Visa gift cards and Visa cash advances

    Respond to member requests/ problems/ complaints and direct them to appropriate staff for additional assistance

    Ordering of all electronic/digital services

    Accountability for all assets under your control; including cash drawer, if applicable

    Process check imaging thru branch capture daily

    Assist members with all member service forms

    Uncover opportunities for member engagement, via in person or outbound sales calls to achieve sales goals

    Advocate and demonstrate company brand

    Travel to work and assist all branches

    Other duties as assigned

    Qualifications:

    High school diploma or equivalent

    Previous cash handling experience, minimum of a year

    Previous retail experience, minimum of a year

    Requires flexible schedule availability including evenings and weekends

    Excellent interpersonal skills required

    Self-motivated; can work independently, but also in a team environment

    Takes initiative to proactively add value to the member and credit union

    Positive and optimistic

    Trustworthy and honest

    Attention to details a must

    Acceptable background check; credit, criminal and insurance verification

    Environmental Factors and Physical Requirements:

    This position requires the employee to work indoors in a typical office environment. While performing the duties of this job, the employee is required to have ordinary ambulatory skills sufficient to visit other locations, and the ability to stand, walk stoop, kneel, crouch and manipulate (lift, carry, move) light to medium weights of 1-25 pounds. Requires good hand-eye coordination, arm hand and finger dexterity, including ability to grasp, and visual acuity to use a keyboard, operate equipment and read application information. The employee frequently is required to sit, reach with arms, talk and hear.

    Location: Location will vary.

    Hours: Monday - Thursday 8:45 am - 5:15 pm, Friday 8:45 am - 6:15 pm, Saturday 8:45 am - 12:15 pm

    Benefits: Medical Insurance Dental Insurance Vision Insurance Voluntary Life Pet Insurance HSA/FSA/DCA Accident Insurance Critical Illness Insurance 401K with generous employer contribution

    Company Paid Benefits Include: Group Life Insurance Short-term Disability Long-term Disability HSA Employer Contribution and Matching Employer Paid HRA Parental Leave 10 Paid Holidays Birthday Off with Pay Paid Community Service Time PTO