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Member Relationship Specialist (Virtual Teller)

Yolo Federal Credit UnionWoodland, CA

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Overview

Schedule
Full-time
Career level
Entry-level
Remote
Remote

Job Description

We are currently hiring for a Member Relationship Specialist (Virtual Teller) (33.5 hours per week) to serve our members through various digital channels in our Member Service Center. If you have strong communication skills and have a passion for serving others, then we may be a good fit for each other. Learn more about this position below:

Essential Duties and Responsibilities include:

  • Provides assistance via the Active Teller platform (video), e-mail, and secure online messaging.
  • Demonstrates effective problem resolution skills and the ability to handle escalated scenarios.
  • Perform online/mobile banking troubleshooting, bill payment, and other related research.
  • Perform routine clerical support task functions including but not limited to creating loan and membership records, filing, stuffing envelopes, verifying, and processing address or email change requests.
  • Identify opportunities to enhance the member relationship by offering products and services that are beneficial to the member's financial needs.
  • Maintain current knowledge of all Credit Union products and services, as well as policies and procedures.
  • Accurately process account requests, new membership applications, and consumer loan applications.

Prior credit union/financial institution and/or prior call center experience preferred.

Requirements:

QUALIFICATIONS:To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE:High school diploma or general education degree (GED) required. Some college or technical school experience preferred. A minimum of one year of experience working in a credit union or financial institution with direct contact with customers desired. Previous experience working in an in-bound call center environment desired.

LANGUAGE SKILLS:Ability to read and interpret documents such as operating policies and procedure manuals.  Ability to comprehend instructions, correspondence, and memos.  Ability to write basic correspondence and reports as well as effectively present information in one-on-one and small group situations to the public, members, and other employees.

MATHEMATICAL SKILLS:Ability to effectively count currency and negotiable instruments and calculate figures and amounts such as discounts, interest, and percentages.  Ability to apply concepts of basic algebra.

PHYSICAL DEMANDS:The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is frequently required to stand; walk; sit; type; reach with hands and arms; and talk or hear. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.

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FAQs About Member Relationship Specialist (Virtual Teller) Jobs at Yolo Federal Credit Union

What is the work location for this position at Yolo Federal Credit Union?
This job at Yolo Federal Credit Union is located in Woodland, CA, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Yolo Federal Credit Union?
Employer has not shared pay details for this role.
What employment applies to this position at Yolo Federal Credit Union?
Yolo Federal Credit Union lists this role as a Full-time position.
What experience level is required for this role at Yolo Federal Credit Union?
Yolo Federal Credit Union is looking for a candidate with "Entry-level" experience level.
Does Yolo Federal Credit Union allow remote work for this role?
Yes, this position at Yolo Federal Credit Union supports remote work, giving candidates the flexibility to work outside the primary office location.
What is the process to apply for this position at Yolo Federal Credit Union?
You can apply for this role at Yolo Federal Credit Union either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.