Personal Teller - Part Time

Purpose of Job

We are looking for a Personal teller to promote a positive, professional image of Financial Partners Credit Union via our Interactive Teller video channel. Your role includes providing excellent service to all members by identifying product and service solutions to meet their financial needs. You will accurately and efficiently process a variety of cash and check transactions, assist members with account information, resolve issues, and support Personal Teller Leadership in approvals and overrides.

• Accurately process transactions for members, including cashing checks, issuing Official Checks and Money Orders, receiving deposits, completing payments, processing cash withdrawals, transferring between shares, paying off and paying down loans, and conducting information inquiries and account research.
• Effectively communicate with Credit Union members via video sessions, ensuring clarity, concision, and grammatical correctness to promote a positive image.
• Provide solutions to members by identifying needs, presenting benefit statements, and asking for business.
• Validate member identity using Credit Union security procedures.
• Use good judgment when accepting negotiable items to minimize risk.
• Meet or exceed standards for the number of video sessions per hour while maintaining high service levels.
• Balance teller transactions at the end of each shift.
• Follow all applicable policies, procedures, and practices.
• Attend training classes offered by Learning & Development or approved by Department Management.
• Meet or exceed sales, referral, and service goals.
• Adhere to break and lunch schedules and maintain attendance per department policy.
• Assist Personal Teller Team Leads with day‑to‑day operation.
• Aid in routine reviews of teller sessions using an observation tool.
• Assist with reviewing daily reports for approvals, dormancy, and overrides.
• Handle escalated issues within the Personal Teller Center, including fee reversals, check hold decisions, and member concerns.
• Resolve member service complaints verbally and in writing.
• Identify inefficiencies in the department and recommend improvements.

• Associate’s Degree (A.A.) or equivalent from a two‑year college or technical school; one to two years of related experience or training; or an equivalent combination of education and experience.
• Prior retail service, teller, and/or call center experience.
• Ability to handle high volume of transactions in a fast‑paced video banking environment.
• Comfortable, professional, and friendly on camera.
• Strong analytical, reasoning, problem‑solving, and prioritization skills.
• Ability to communicate complex financial issues clearly to diverse audiences.
• Knowledge of Microsoft Office, Video Banking, and various Credit Union processing systems.
• Ability to multitask across multiple monitors and software systems.
• Previous banking or Credit Union experience is required.
• Service‑oriented mindset; delivers exemplary member service.

$ – $ (entry level – part‑time)

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, leave of absence, compensation and training.