Universal Virtual Banker
Universal Virtual Banker
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Job Description
This is not a remote position. It is based in the Allentown PA area.
People First FCU is looking for a high-energy customer (member) focused individual to join our team. The Universal Virtual Banker greets and assists new and existing members with information about their membership shares loans and credit union services as requested by the members through various virtual channels primarily using Interactive Teller Machines (ITMs) and Video Banking. Consistently provides an atmosphere of exceptional member service. Actively listens to troubleshoots resolves or escalates member issues to the appropriate department and completes banking transactions and cross-selling products services and special promotions. Assists in the contact center as needed.
Duties and Responsibilities:
- Delivers an exceptional member experience by actively listening to our members needs through various communication channels. Maintains current knowledge of all credit union services policies and promotions.
- Receives and processes member financial transactions including deposits withdrawals and loan payments; transfers amounts from member accounts as directed. Provides information to members on all People First Federal Credit Union accounts products services and payments.
- Cross-sells credit union services.
- Analyze and process loan applications. Obtain necessary documentation for each loan type and submit completed loan requests to loan officers for approval.
- Accurately balance transactions on multiple platforms daily while making the member interaction seamless.
- Assists in the contact center as needed.
- Other related duties as assigned.
Benefits:
- Excellent medical dental and vision plans
- Health reimbursement account
- Flexible Spending and Dependent Care Accounts
- Group Term Life Insurance
- Short-Term and Long-Term Disability
- Paid time off
- 401k Plan with company match
Hours:
- Monday-Thursday: 8:45 am-5:30 pm
- Friday: 8:45 am-6 pm
- Saturday: 8:45 am-12 pm (rotation)
Hours are subject to change based on operational needs.
Qualifications:
- At least 1 year of call center experience and one of the following is required: Sales or banking* experience
- Ability to troubleshoot and guide members on how to use the ITMs and other communication software.
- First-level conflict resolution and relationship-building skills.
- Good listening and communication skills.
- Able to learn and adapt to new technology and processes.
*Banking experience does not include teller experience. The applicant must have experience with lending opening accounts IRAs or CDs.
People First provides equal employment opportunity to all employees and applicants for employment. People First prohibits discrimination and harassment based on race color religion age sex national origin disability status genetics protected veteran status sexual orientation or any other characteristic protected by federal state or local laws.
Employment Type
Full-Time
