PT-30 Virtual Teller - Westchase District
Smartcu, Houston, TX, United States
This is a fully ON-SITE position, scheduled at 30 hours per week.
The Virtual Teller is responsible for responding to both member and potential member needs with a high quality of service. This includes performing transactions and providing information accurately, professionally, quickly, and efficiently, via multiple media channels, with a primary focus on Interactive Teller Machine. The Virtual Teller is also responsible for answering member inquiries and assisting them in understanding and utilizing credit union products and services.
Process member transactions accurately, efficiently, and timely including accepting cash and check deposits, withdrawals, transfers, loan payments etc. Inform and educate members on credit union products and services in a fast‑paced environment.
Provide information and referrals to members seeking other services including, but not limited to new accounts, lending, and insurance.
Answer questions regarding member account information. Direct members to Relationship Specialist when needed.
Perform other duties as assigned by manager.
Must comply with all company policies and procedures, applicable laws, and regulations, including but not limited to the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Experience
A minimum of one year up to three years of similar or related experience, including preparatory experience. Experience in a retail sales environment requiring excellent customer service and sales skills.
Education/Certifications/Licenses
A high school degree or equivalent.
Interpersonal Skills
Courtesy and tact are essential elements of the job. Work involves personal contact with customers and others inside and outside the organization, generally regarding fairly routine matters for the purposes of giving and obtaining information or instructions, updating or referring. Communications generally require shorter and not in‑depth discussions.
Other Skills
Ability to communicate verbally, through video, and in writing, in a professional manner when dealing with employees and members. Ability to cross‑sell products/services and meet referral goals in a fast‑paced environment.
ADA Requirements
Physical Requirements
Performs primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing/descending stairs in emergency situations. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance.
Working Conditions
This job operates in a professional office environment. Must be able to routinely perform work indoors in a climate‑controlled shared work area with minimal noise. Must be capable of working weekends. Occasional work before or after regular business hours may be required for various events.
Mental and/or Emotional Requirements
Must be able to perform job functions independently or with limited supervision and work effectively either alone or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside the organization and demonstrate the highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines/requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising the highest level of discretion on both internal and external confidential matters.
Smart Financial Credit Union offers a competitive salary and excellent top‑tier benefits.
Smart Financial Credit Union has a tuition reimbursement program; full‑time employees can receive up to $2,000 per year in tuition reimbursement.
Smart Financial does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in the provision of employment opportunities and benefits.
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The Virtual Teller is responsible for responding to both member and potential member needs with a high quality of service. This includes performing transactions and providing information accurately, professionally, quickly, and efficiently, via multiple media channels, with a primary focus on Interactive Teller Machine. The Virtual Teller is also responsible for answering member inquiries and assisting them in understanding and utilizing credit union products and services.
Process member transactions accurately, efficiently, and timely including accepting cash and check deposits, withdrawals, transfers, loan payments etc. Inform and educate members on credit union products and services in a fast‑paced environment.
Provide information and referrals to members seeking other services including, but not limited to new accounts, lending, and insurance.
Answer questions regarding member account information. Direct members to Relationship Specialist when needed.
Perform other duties as assigned by manager.
Must comply with all company policies and procedures, applicable laws, and regulations, including but not limited to the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Experience
A minimum of one year up to three years of similar or related experience, including preparatory experience. Experience in a retail sales environment requiring excellent customer service and sales skills.
Education/Certifications/Licenses
A high school degree or equivalent.
Interpersonal Skills
Courtesy and tact are essential elements of the job. Work involves personal contact with customers and others inside and outside the organization, generally regarding fairly routine matters for the purposes of giving and obtaining information or instructions, updating or referring. Communications generally require shorter and not in‑depth discussions.
Other Skills
Ability to communicate verbally, through video, and in writing, in a professional manner when dealing with employees and members. Ability to cross‑sell products/services and meet referral goals in a fast‑paced environment.
ADA Requirements
Physical Requirements
Performs primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing/descending stairs in emergency situations. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance.
Working Conditions
This job operates in a professional office environment. Must be able to routinely perform work indoors in a climate‑controlled shared work area with minimal noise. Must be capable of working weekends. Occasional work before or after regular business hours may be required for various events.
Mental and/or Emotional Requirements
Must be able to perform job functions independently or with limited supervision and work effectively either alone or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside the organization and demonstrate the highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines/requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising the highest level of discretion on both internal and external confidential matters.
Smart Financial Credit Union offers a competitive salary and excellent top‑tier benefits.
Smart Financial Credit Union has a tuition reimbursement program; full‑time employees can receive up to $2,000 per year in tuition reimbursement.
Smart Financial does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in the provision of employment opportunities and benefits.
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