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Role Description

The Video Teller is responsible for assisting members with financial transactions, servicing existing accounts, and building member relationships through video conferencing and interactive video phone calls. The Video Teller maintains thorough knowledge of Credit Union products and services and uses consultative selling to identify cross-sell opportunities. A courteous, professional demeanor, the ability to effectively communicate via email as well as video conference, and a high level of integrity are essential to this role. The selected candidate must be able to support and thrive in a sales and service culture.

• Process transactions through video transmission via the Interactive Teller Machine (ITM).
• Work with multiple software programs concurrently to complete transactions and communicate with multiple members simultaneously.
• Exhibit in-depth knowledge of Credit Union products and services while upholding quality service standards, established controls, security procedures, and compliance regulations.
• Provide information and referrals to members seeking other services.
• Achieve all required performance goals and maintain quality measurements.
• Balancing the teller drawer.

Qualifications

• 1 year of customer service experience.
• Prior experience in a video/remote environment and/or sales experience within a financial institution is preferred.
• A high school education or GED.
• Excellent communication and customer service skills across video, written, and telephone platforms.
• Ability to adapt to new technology and processes, working in multiple systems simultaneously.
• Strong problem-solving skills with the ability to effectively multi-task under pressure in a video-based environment.
• Solid working knowledge of MS Office products, including Word, Excel, and Outlook.

Requirements

• Must have a dedicated workspace in an environment free from noise and distractions.
• Must have a strong, secure internet connection.
• Must have transportation to report to our Corporate Campus when required for training, meetings, events, etc.
• Should not be a caretaker of dependents (adult or child) for the full duration of scheduled shift.
• The candidate is required to spend the first 90 days of employment at our Corporate Campus for training. Upon successful completion of training and demonstrating satisfactory performance, the candidate will be considered for telecommuting privileges.

Benefits

• Work Schedule: Monday – Friday 11:00 am – 3:00 pm; Saturday 9:00 am – 1:00 pm.
• On-site Video Teller: No travel required.
• Remote Option: Occasional travel to Pelican’s Corporate Campus for training, or to attend meetings, events, etc., as required.