[Hiring] Virtual Teller @SRP FEDERAL CREDIT UNION

Role Description

Interacts virtually with the member to gain knowledge and understanding of their financial needs. Utilizes all available resources to provide the best solution to ultimately enrich the member experience. Accurately and efficiently documents and processes the full range of member transactions to ensure member satisfaction. Duties will require service delivery in a remote environment. The position could require non-traditional business hours, including early morning and late evening availability.

• Responsible for offering Credit Union products and services to current and potential members using a “member benefit-based approach.”
• Fully complies with all SRP Credit Union policies, procedures, guidelines, and service standards, including but not limited to the Bank Secrecy Act, the Patriot Act, and OFAC Policies.
• Represents the Credit Union professionally and courteously to members and potential members, providing prompt, efficient, accurate, and friendly service in processing transactions.
• Responsible for referring, selling, and cross-selling Credit Union products and services.
• Always maintains a professional image and demeanor, consistently demonstrating Credit Union Care Values and adhering to the Code of Ethics.
• Delivers friendly, caring service to internal and external members.
• Greets members; assesses their needs and concerns; takes initiative to develop solutions to ensure member satisfaction.
• Virtually or remotely documents and processes member transactions, including but not limited to deposits, withdrawals, payments, and other services.
• Provides information and promotes appropriate products and services to match member needs, including but not limited to new accounts, deposits products, loan products, credit cards, and insurance products.
• Contributes to department goals by providing quality work and referring products and services to members.
• Must be able to identify problems, recommend enhancements, implement solutions, and deliver measurable business results in a fast-track environment.
• Works scheduled hours and maintains punctuality.
• Performs other related duties as assigned or requested.

Qualifications

• High School diploma or GED.
• 2-year teller experience or equivalent experience involving cash handling, sales, lending, or customer service.
• Excellent Math skills.

Requirements

• Authentic people skills; friendly, approachable, and relationship-driven.
• Member- and mission-focused with passion for innovation and community impact.
• Excellent written and verbal communication; active listening.
• Strong problem-solving, decision-making, and adaptability in fast-paced environments.
• Organized and detail-oriented; able to multi-task and set priorities.
• Collaborative team player with a proactive mindset.
• High initiative, creativity, and follow-through.
• Ability to learn and apply knowledge of products, services, and compliance.
• Technical proficiency with computers, business software, and teller systems.
• Comfortable speaking on camera and using a headset, microphone for live interactions.

Benefits

• Proficient in Microsoft Office software (Word, Excel, Outlook, PowerPoint).
• Experience with Symitar Episys Core Banking software or similar financial services systems (preferred).
• Familiarity with cash handling systems (e.g., teller cash recyclers, cash counters).
• Basic accounting and balancing software knowledge.
• Ability to use digital banking platforms (online and mobile banking tools).
• Experience with document imaging and scanning systems.
• Knowledge of CRM software for member/customer interactions.
• Proficient in email and calendar management tools.
• Basic troubleshooting of office equipment (printers, scanners, vault systems).
• Awareness of security and fraud detection tools.

Physical Demands

• May be required to stand, use hands, and reach with arms.
• May be required to walk, stoop, kneel, or crouch; occasionally required to sit, climb, or balance.
• Must be able to lift to 25 lbs.
• Requires ability to communicate effectively in person, on the phone, and via digital channels.
• Vision requirements include close, distance, and peripheral vision, as well as depth perception and focus adjustment.