Virtual Banking Member Representative
3.
2 O'Fallon, MO O'Fallon, MO Full-time Full-time Estimated:
$36.
6K - $46.
4K a year Estimated:
$36.
6K - $46.
4K a year 3 days ago 3 days ago 3 days ago Job Title:
Virtual Member Representative Department:
Virtual Branch Reports to:
Virtual Branch Manager Classification:
Non-Exempt Job
Summary:
Responsibilities include providing quality member service and handling all member transactions accurately and efficiently utilizing ITM technology, service calls, chat, and emails in a prompt and courteous manner.
Resolves member questions and problems regarding credit union products and services while remaining positive.
Educates members on credit union services and supports all functions within the Virtual Branch.
Positions Supervised:
oNone Duties/
Responsibilities:
oAssumes responsibility for the effective, accurate and professional completion of Virtual Branch Representative functions and ITM functions.
oProcesses member transactions.
oReceives member complaints in a professional manner.
oCompletes research and resolves documentation errors or discrepancies.
oEffectively follows & communicates credit union policies, procedures, programs and products.
oPerforms maintenance functions and automatic transfers for loan payments.
oAssesses members' financial needs to identifies and cross sell our products.
oMaintains and projects the credit union's professional reputation.
oEstablishes and maintains working relationships with area personnel and management.
oKeeps supervisor informed of area activities and significant problems.
oCompletes required reports and records accurately and promptly.
oAttends and participates in meetings or training as required.
oUses proper verification system(s) when accepting negotiable instruments.
Detects, resolves, and reports discrepancies promptly.
oAssists other departments as necessary.
oPerforms related clerical duties as needed.
oVerifies accounts, copies checks, and mails correspondence.
oKeeps work area clean, secure, and well maintained.
Performance Measurements:
oVirtual Branch Representative functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, and security procedures.
oGood business relations exist with members.
Member problems and complaints are promptly and professionally addressed and resolved.
oNegotiable Instruments are processed accurately.
Cash is balanced and any discrepancies promptly resolved.
A balancing record that meets established service expectations is maintained.
oAccurate and complete information about credit union products and services is provided to members.
oAssumes responsibility for establishing and maintaining effective working relationships with team members and management.
oRequired reports and records are accurate, complete, and timely.
oThe credit union's professional reputation is conveyed and maintained.
Required Skills/Abilities:
oExcellent communication and public relations skills.
oAbility to work well under pressure.
oAbility to use a personal computer and related software applications including Microsoft Word or Excel.
oSolid math skills and bookkeeping abilities.
Education and
Experience:
oHigh school graduate oAt least two (2) years related experience in a call/contact center.
Physical Requirements:
oTalking:
Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.
oAverage Hearing:
Able to hear average or normal conversations and receive ordinary information.
oRepetitive Motion:
Movements frequently and regularly require using the wrists, hands, and/or fingers.
oAverage Visual Abilities:
Average, ordinary, visual acuity necessary to prepare or inspect documents or products or operate machinery.
oPhysical Strength:
Sedentary work; sitting most of the time.
Exerts up to 10 lbs.
of force occasionally.
WORKING CONDITIONS NONE:
No hazardous or significantly unpleasant conditions (such as in a typical office).
MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION REASONING ABILITY:
Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables.
MATHEMATICS ABILITY:
Ability to perform very basic math skills LANGUAGE ABILITY:
Ability to communicate in complete sentences, using normal word order with present and past tense and good vocabulary.
INTENT AND FUNCTION OF JOB DESCRIPTIONS Job descriptions assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected.
They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions.
Well constructed job descriptions are an integral part of any effective compensation system.
All descriptions have been reviewed to ensure that only essential functions and basic duties have been included.
Peripheral tasks, only incidentally related to each position, have been excluded.
Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions.
In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive.
Additional functions and requirements may be assigned by supervisors as deemed appropriate.
In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals.
However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.
Job descriptions are not intended as and do not create employment contracts.
The organization maintains its status as an at-will employer.
Employees can be terminated for any reason not prohibited by law.
Job Type:
Full-time
Benefits:
401(k) matching Dental insurance Health insurance Paid time off Vision insurance Schedule:
Day shift Monday to Friday Weekends as needed Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
2 O'Fallon, MO O'Fallon, MO Full-time Full-time Estimated:
$36.
6K - $46.
4K a year Estimated:
$36.
6K - $46.
4K a year 3 days ago 3 days ago 3 days ago Job Title:
Virtual Member Representative Department:
Virtual Branch Reports to:
Virtual Branch Manager Classification:
Non-Exempt Job
Summary:
Responsibilities include providing quality member service and handling all member transactions accurately and efficiently utilizing ITM technology, service calls, chat, and emails in a prompt and courteous manner.
Resolves member questions and problems regarding credit union products and services while remaining positive.
Educates members on credit union services and supports all functions within the Virtual Branch.
Positions Supervised:
oNone Duties/
Responsibilities:
oAssumes responsibility for the effective, accurate and professional completion of Virtual Branch Representative functions and ITM functions.
oProcesses member transactions.
oReceives member complaints in a professional manner.
oCompletes research and resolves documentation errors or discrepancies.
oEffectively follows & communicates credit union policies, procedures, programs and products.
oPerforms maintenance functions and automatic transfers for loan payments.
oAssesses members' financial needs to identifies and cross sell our products.
oMaintains and projects the credit union's professional reputation.
oEstablishes and maintains working relationships with area personnel and management.
oKeeps supervisor informed of area activities and significant problems.
oCompletes required reports and records accurately and promptly.
oAttends and participates in meetings or training as required.
oUses proper verification system(s) when accepting negotiable instruments.
Detects, resolves, and reports discrepancies promptly.
oAssists other departments as necessary.
oPerforms related clerical duties as needed.
oVerifies accounts, copies checks, and mails correspondence.
oKeeps work area clean, secure, and well maintained.
Performance Measurements:
oVirtual Branch Representative functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, and security procedures.
oGood business relations exist with members.
Member problems and complaints are promptly and professionally addressed and resolved.
oNegotiable Instruments are processed accurately.
Cash is balanced and any discrepancies promptly resolved.
A balancing record that meets established service expectations is maintained.
oAccurate and complete information about credit union products and services is provided to members.
oAssumes responsibility for establishing and maintaining effective working relationships with team members and management.
oRequired reports and records are accurate, complete, and timely.
oThe credit union's professional reputation is conveyed and maintained.
Required Skills/Abilities:
oExcellent communication and public relations skills.
oAbility to work well under pressure.
oAbility to use a personal computer and related software applications including Microsoft Word or Excel.
oSolid math skills and bookkeeping abilities.
Education and
Experience:
oHigh school graduate oAt least two (2) years related experience in a call/contact center.
Physical Requirements:
oTalking:
Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.
oAverage Hearing:
Able to hear average or normal conversations and receive ordinary information.
oRepetitive Motion:
Movements frequently and regularly require using the wrists, hands, and/or fingers.
oAverage Visual Abilities:
Average, ordinary, visual acuity necessary to prepare or inspect documents or products or operate machinery.
oPhysical Strength:
Sedentary work; sitting most of the time.
Exerts up to 10 lbs.
of force occasionally.
WORKING CONDITIONS NONE:
No hazardous or significantly unpleasant conditions (such as in a typical office).
MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION REASONING ABILITY:
Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables.
MATHEMATICS ABILITY:
Ability to perform very basic math skills LANGUAGE ABILITY:
Ability to communicate in complete sentences, using normal word order with present and past tense and good vocabulary.
INTENT AND FUNCTION OF JOB DESCRIPTIONS Job descriptions assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected.
They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions.
Well constructed job descriptions are an integral part of any effective compensation system.
All descriptions have been reviewed to ensure that only essential functions and basic duties have been included.
Peripheral tasks, only incidentally related to each position, have been excluded.
Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions.
In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive.
Additional functions and requirements may be assigned by supervisors as deemed appropriate.
In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals.
However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.
Job descriptions are not intended as and do not create employment contracts.
The organization maintains its status as an at-will employer.
Employees can be terminated for any reason not prohibited by law.
Job Type:
Full-time
Benefits:
401(k) matching Dental insurance Health insurance Paid time off Vision insurance Schedule:
Day shift Monday to Friday Weekends as needed Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
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