Virtual Banking Specialist

4 weeks ago


Bridgewater, United States Financial Resources Federal Credit Union Inc Full time
Job DescriptionJob Description

Financial Resources FCU has been designated one of the Best Places to Work in NJ for 2022 and 2023 At FRFCU, we are "putting people first" and that starts with our employees Come see why our team members have voted us for Best Places to Work in NJ

Are you looking for more? Tired of not feeling like your work has purpose or aligns with your values? Do you want to be part of a team with positive, “let's make a difference” type team members? Do you want to have a voice in the direction of an organization particularly one that is focused on people, not profits? If that sounds like where you want to be, then we have something more to offer you

If you want to be part of a company that has a demonstrated commitment to its employees, members and the communities we serve that acts in accordance with our shared value system, we may be a good fit for each other.

If you have a genuine desire to make a difference, if you value helping others achieve more, if you are a true people person and want to feel good about the work you do then we should talk. Whether your background is in banking, retail, hospitality, customer service, call center support, administrative support, clerical, general office work or maybe you took a break and are looking to return to the workforce, well it doesn’t matter. We care about the type of person you are and the qualities you bring to our company and culture. We will provide the training and on-going development skills necessary to be successful and grow your career in a meaningful and worthwhile way.

Financial Resources is a not-for-profit federal credit union with locations in Somerset, Hunterdon, Middlesex, Hudson and Union Counties. With a history of serving our members for more than 100 years, we have grown to more than $650 million in assets serving more than 29,000 members with 7 public access branches and a team of 100 employees. We are available Nationwide

Current Open Branch/Contact Center positions include:

  • Virtual Banking Specialist - Bridgewater, NJ

A little more about what we do: Financial Resources has been serving the needs of our members for more than 100 years and we are just getting started. We are looking for more high character people to join our team and help us help more members as we get started on the next 100 years. When you join Financial Resources, you will be part of a mission driven organization with a team of talented and committed team members that value our members and company culture

Essential Duties

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Provide exceptional member service in order to identify and understand their banking needs.
  • Greet every member in a timely manner through the INTERACTIVE TELLER MACHINE, meeting established goals for service level agreements.
  • Use a computerized system for customer verification, gathering relevant information to complete the transaction, validating information and processing transactions, such as, deposits, withdrawals, transfers, payments, and check cashing.
  • Perform end of day balancing according to procedures. Adhere to security, audit, and compliance requirements.
  • Collaborate with other members of the retail banking team to increase sales and enhance the overall member experience for members using the Interactive Teller Machines.
  • Actively cross-sell Credit Union products and services.
  • Ability to establish a rapport and build relationships through a virtual environment.
  • Take complete ownership of every interaction whether it requires a call back, extended research, or assistance from other departments.
  • Research and resolve complex member service issues.
  • Educate members on the use of Interactive Teller Machines and provide technical support while utilizing the video banking technology.
  • Maintain current knowledge of financial products, services, and delivery methods utilized by the Credit Union.
  • Work with multiple software programs to complete transactions, and communicates with more than one member simultaneously.
  • Represent the Credit Union in a courteous and professional manner.
  • Understand and utilize alternative delivery channels. Offer channels to meet the members changing banking needs.
  • Order debit cards, ATM cards, check copies, and statements when requested.
  • Utilize technology for lead generation, profiling, and consultative selling to enhance relationships.
  • Demonstrate a high level of courtesy and efficiency with members by applying the “Guiding Principles.”


Other Duties

  • Attend conferences, seminars and training sessions relating to areas of responsibility.
  • Perform other duties as assigned by management.

What we offer to our team members:

  • Work Life Balance Programs that includes a reduced hour work week after satisfactory completion of your training period
  • A competitive salary
  • Generous paid time off as well as all federal holidays off
  • Health, dental and vision plans for employees and their families
  • Health Savings and Flex Spending Accounts
  • Paid Parental Leave Programs
  • Short and Long-Term Disability Programs
  • Company provided life insurance and low-cost supplemental insurance plans
  • 401K with 100% employer match, up to 6%, after one year and potential for additional profit-sharing contributions
  • Paid volunteer days
  • Opportunities for career advancement with continuous learning and development
  • Tuition reimbursement

We ask that you:

  • Demonstrate a positive attitude and willingness to help others
  • Be a good team member, the type of person people want to work with
  • Have some basic computer skills
  • Care about the work we do

If you want to work in a friendly environment and with an organization that is looking to expand its footprint, please consider applying for this opportunity.



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