Personal Teller at Financial Partners Credit Union

Costa Mesa, California, United States -

Full Time

Start Date

Immediate

Expiry Date

28 Aug, 26

Salary

0.0

Posted On

30 May, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Video Banking, Transaction Processing, Customer Service, Financial Product Recommendation, Identity Validation, Risk Management, Cash Handling, Problem Solving, Multi-tasking, Microsoft Office, Bilingual Spanish, Account Research

Industry

Banking

Description

Bilingual in Spanish is a strong plus. As a Personal Teller, you will interact directly with members through live video sessions, helping them complete transactions, answer questions about their accounts, and connect them with financial products and services that support their needs. The goal is simple: provide fast, accurate service while creating a professional and positive experience every time a member connects with Financial Partners. This role is ideal for someone who enjoys helping people, communicates clearly and confidently on camera, and thrives in a fast-paced environment where accuracy, professionalism, and strong service skills matter. -------------------------------------------------------------------------------- ESSENTIAL RESPONSIBILITIES • Provide high-quality service to credit union members by accurately processing transactions through the Interactive Teller video platform. • Accurately process transactions including but not limited to: * Cashing checks * Issuing Official Checks and Money Orders * Receiving deposits * Completing payments * Processing cash withdrawals * Transferring funds between shares * Payoffs and paydowns of loans * Conducting account inquiries and research • Communicate clearly and professionally with members during video sessions while promoting a positive image of Financial Partners Credit Union. • Identify member needs and recommend appropriate products and services using benefit-based conversations. • Validate member identity using Credit Union security procedures. • Use sound judgment when accepting negotiable items to minimize risk of loss or exposure. • Meet or exceed established productivity standards for video sessions while maintaining a high level of member service. • Balance teller transactions at the end of each work shift. • Follow all applicable policies, procedures, and operational practices. • Attend training programs offered by Learning & Development or approved by department management. • Meet or exceed established sales, referral, and service goals. • Maintain strong attendance and adhere to department scheduling guidelines. • Assist Personal Teller Team Leads with the day-to-day operation of the Personal Teller Center. • Provide approvals and overrides within established limits when assisting the team. • Participate in routine reviews of teller sessions using observation tools to maintain a professional and positive member experience. • Review daily operational reports related to approvals, dormancy, and overrides. • Assist in ensuring department policies, procedures, and practices are consistently followed. • Handle escalated member issues when needed, including fee reversals, check hold decisions, and member concerns. • Resolve member service complaints both verbally and in writing. • Identify operational inefficiencies and make recommendations to Personal Teller Center Leadership. -------------------------------------------------------------------------------- EDUCATION AND EXPERIENCE • Associate’s degree (A.A.) from a two-year college or technical school; one to two years of related experience and/or training; or an equivalent combination of education and experience. • Prior retail service, teller, and/or call center experience. • Ability to handle a high volume of transactions in a fast-paced video banking environment. • Comfortable, professional, and friendly on camera. • Demonstrated ability to analyze, reason, problem solve, and prioritize work independently. • Ability to communicate complex financial information clearly to members with varying levels of financial knowledge. • Ability to learn and use multiple software applications simultaneously, including Microsoft Office, video banking systems, and credit union processing systems. • Ability to multi-task while operating multiple monitors and systems. • Previous banking or credit union experience required. • Strong commitment to service and providing an exceptional member experience in every interaction. -------------------------------------------------------------------------------- WHY THIS ROLE MATTERS The Personal Teller Center is often the first point of contact members have with Financial Partners Credit Union. Personal Tellers play a key role in delivering convenient, technology-driven service while maintaining the personal connection members expect from their credit union. By providing accurate transactions, thoughtful solutions, and a professional experience during every interaction, this role helps strengthen member relationships and supports the credit union’s commitment to outstanding service. The pay range for this position is listed above. Our pay ranges are designed to allow for candidates with various levels of experience and skill to be considered, and to allow room for growth to be achieved in a role over time. Generally, new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their individual combination of experience, knowledge, skills, and education as well as internal equity. Financial Partners Credit Union is an equal opportunity employer and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Responsibilities

Process financial transactions and answer account inquiries for credit union members via a live video platform. Identify member needs to recommend appropriate financial products and services while maintaining professional service standards.