Personal Teller Representative
4 days ago
We are seeking a highly skilled and customer-focused Personal Teller to join our team at Financial Partners Credit Union. As a Personal Teller, you will be responsible for providing exceptional service to our members through our Aptra Interactive Teller (AIT) video channel.
Key Responsibilities- Accurately process transactions for members, including cashing checks, money orders, wires, and other financial services.
- Provide excellent customer service to members via video sessions, promoting a positive and professional image of Financial Partners Credit Union.
- Identify member needs and present solutions using benefit statements and asking for the business.
- Effectively communicate the benefits of membership and FPCU products and services via video session.
- Validate member identity using credit union security procedures.
- Meet or exceed established sales and/or referral goals.
- Attend training offered through Learning and Development or approved by your Manager.
- Associate's degree (A.A.) or equivalent from two-year college or technical school; or six months to one year related experience and/or training.
- Prior retail service, teller, and/or call center experience.
- Ability to handle high volume of transactions in a fast-paced video banking environment.
- Comfortable, professional, and friendly on camera.
- Demonstrated ability to analyze, reason, problem solve, and prioritize work independently.
- Ability to communicate complex financial issues and instill confidence in the credit union to a wide variety of audiences.
Financial Partners Credit Union offers a competitive salary range, opportunities for growth and development, and a collaborative and supportive work environment.
We are an equal opportunity employer and prohibit 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.
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Personal Teller Representative
4 weeks ago
Costa Mesa, California, United States Financial Partners Credit Union Full timeJob SummaryWe are seeking a highly skilled and customer-focused Personal Teller to join our team at Financial Partners Credit Union. As a Personal Teller, you will be responsible for providing exceptional service to our members through our Aptra Interactive Teller (AIT) video channel.Key ResponsibilitiesProcess a variety of cash and check inquiry...
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