Teller Lead Virtual

Job Details

Description

Position Purpose and Objectives

The primary purpose of the Lead Teller Virtual position is to assist Credit Union of Texas in living out its Brand Standards in providing outstanding service to internal and external members. The Lead Teller Virtual position is responsible to lead the Virtual Branch team in performing transaction efficiently and accurately, as well as identifying financial and service transactions via video for members.

Major Duties And Essential Functions

• Meet and exceed Brand Standards for CUTX by consistently providing outstanding service to internal and external members with every interaction.
• Process member account transaction requests accurately and efficiently.
• Identify member financial need(s) and recommend appropriate/progressive credit union product/service solution.
• Regularly monitor team interactions to ensure the required level of service is met and offer feedback to help improve service.
• Meet or exceed established sales and service goals established by leadership.
• Lead the Virtual Branch team to meet or exceed their established sales and service goals.
• Monitor machine status and inform leadership of any concerns that require attention of leadership and/or vendors, and oversee the daily balancing of the Virtual Branch.
• Perform required audits of paperwork for team and any safety or software audits that are required.
• Exercise due diligence by placing appropriate holds on checks deposited in accordance with Regulation CC and CUTX Funds Availability Policy. Ensure team members are also adhering to these policies in member transactions.
• Remain compliant with Bank Secrecy Act/Anti-Money Laundering, Office of Foreign Assets Control and USA PATRIOT Act as they apply to the duties of the position. Ensure team members are also adhering to these policies.
• Approve checks, drafts for deposit and other member requests beyond Teller Virtual guidelines.
• Ensure up-to-date knowledge of products and services by attending required training, retaining notifications of changes, and familiarity with all account/loan disclosures.
• Identify any efficiencies for staffing or processes and discuss recommendations with leadership.
• Train new team members on proper policies and procedures, and participate in coaching and developing team members to exceed the expectations of our members.
• Protect member information and other sensitive information by maintaining confidentiality while adhering to the credit union’s privacy policy.
• May perform other duties as required to maintain credit union services and operations.
  
  

Positions directly supervised: NONE

Specific Knowledge, Skills, And Abilities Required For This Position:

• Must be goal-oriented
• Must be service-oriented
• Problem solving competence with a strong attention to detail
• Must be self-motivated to meet required sales goals
• Must have strong listening skills
• Must have strong written and verbal communication skills
• Must have the ability to multitask, prioritize, and adapt to a consistently changing environment
• Must be a TEAM player and be able to work well in a group setting
  
  

Education: High school diploma or general education degree (GED)

Experience: Minimum 1-2 years or more of similar or related experience.

Physical Activities And Requirements Of This Position

CATEGORY

DESCRIPTION

Finger Dexterity

Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together.

Grasping

Using fingers and palm on an object.

Talking

Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.

Repetitive Motions

Movements frequently and regularly required using the wrists, hands, and/or fingers.

Average Hearing

Able to hear average or normal conversations and receive ordinary information.

Average Visual Abilities

Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery.

Sedentary Work

While performing the duties of this job, the employee will frequently talk or hear, sit, use hands to handle or feel, and reach with hands or arms. The employee will occasionally, stand and walk, climb or balance, and stoup, kneel, crouch, or crawl. The employee will occasionally lift and move up to 10 pounds.

Working Conditions of this Position

DESCRIPTION

None. No hazardous or significantly unpleasant conditions.

Mental Activities And Requirements Of This Position

Reasoning Ability: The ability to use common sense or logic.

Detailed

Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

Mathematical Ability: The level of ability required to perform math skills and operations.

Basic

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.

Language Ability: The level of ability required to communicate and understand written and oral language.

Typical

Ability to use passive vocabulary of 7,000-9,000 words; read at a fast-paced rate; and define unfamiliar words in dictionaries for meaning, spelling, and pronunciation. Ability to write moderate to complex documents. Ability to communicate in complex sentences, using normal word order with present and past tenses and strong vocabulary. Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Ability to write speeches and articles for publication that conform to prescribed style and format. Ability to effectively present information to top management, public groups, and/or boards of directors.

Compliance requirement

The responsibilities contained within this job description remains compliant with Bank Secrecy Act / Anti-Money Laundering, Office of Foreign Assets Control and USA PATRIOT Act as they apply to the duties of the position

Disclaimer

The information in this job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job, which may vary on the department or the assignment. The actual essential duties, responsibilities and qualifications may vary by department, reporting structure and other business needs. No inference should be drawn that a specific job duty, responsibility or qualification is non-essential by its absence from this description.