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Rivermark Community Credit Union: Bilingual Personal Video Teller I

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Rivermark Community Credit UnionProgress, OR
  • SummaryAssists Spanish-speaking members up to 50 percent of the workday.
  • Engages members and educates them about Rivermarks products and services through Interactive Teller Software.
  • Provides exceptional service and support to members by processing member transactions as requested and responding to member inquires.
  • Seeks opportunities to deepen member relationships while offering Rivermark products and services that will enhance member financial wellnessPrimary Duties & ResponsibilitiesProvides exceptional member service including making eye contact, welcoming and greeting members and demonstrating willingness and interest to help by body language and a friendly tone of voice.
  • Assists members using the Personal Teller Kiosks (PTKs).
  • Educates members to make them comfortable and competent using the interactive technology.
  • Assumes responsibility for the efficient, accurate, confidential and professional performance of teller functions processed via the PTKs. Balances daily transactions and verifies cash totals.
  • Investigates and resolves out-of-balance conditions.
  • Balances member interactions via multiple PTKs. Acts as a leader in sales, product knowledge, member solutions and work ethic.
  • Actively participates in personal performance coaching sessions with management team.
  • Follows the Credit Unions written policies and procedures to ensure compliance with all required regulations and to prevent fraud and losses.
  • Monitors and coordinates replenishment of department supplies as requested.
  • Continuously improves individual level of competency through training and development via established educational programs.
  • Skillfully handles and resolves difficult situations for member satisfaction within appropriate guidelines and procedures.
  • Enlists management in successful member resolution, if necessary.
  • Assists members with online banking issues and offers technical assistance regarding electronic devices.
  • Resets passwords, challenge questions and PINs for members according to department procedures.
  • Seeks ways to streamline work processes and continuously improve the Credit Union.
  • Education/ExperienceHigh school diploma or equivalent.
  • Minimum two years sales experience in a financial institution or minimum two years retail sales experience in a goal-driven environment with proven results.
  • Teller experience preferred.
  • Requirements Skills, Job Knowledge & AbilitiesFluency in Spanish and English.
  • Ability and willingness to assist members in Spanish and English.
  • Exceptional customer service skills, including tact and diplomacy, plus a desire to accommodate the needs of others.
  • Ability to exhibit an inherent ease with others.
  • Must be comfortable appearing on camera.
  • Ability to multi-task and work seamlessly and efficiently across several different platforms simultaneously.
  • Proficiency with Microsoft Office software, data entry, ten-key calculator, cash counting and math skills.
  • Ability to use judgment and discretion when handling confidential member account information.
  • Strong organizational and time management skills.
  • Proven ability to follow through on tasks with accuracy and pay close attention to detail.
  • Ability to handle processes, product and work flow changes productively.
  • Working knowledge of acceptable negotiable items and member identification.
  • Exceptional communication skills.
  • Ability to build relationships with members through all channels.
  • Ability to remain calm when helping difficult and/or irate members.
  • Â Ability to effectively communicate one-on-one and in a group setting.
  • Excellent member service and sales skills in order to meet our members financial needs and make contributions toward the achievement of Credit Union goals.
  • Ability to proficiently explain remote delivery channels and options to members.
  • Demonstrated reliability by being punctual and adhering to the daily work schedule.
  • Ability to keep work space organized and tidy.
  • Comfortable being evaluated against performance standards.
  • Research and problem-solving skills in order to identify and resolve issues.
  • Ability to maintain and project the Credit Unions professional reputation.
  • Supervisory ResponsibilityThis position has no direct supervisory responsibility.
  • Interpersonal ContactsContinuous contact with members.
  • Frequent contact with employees.

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