Virtual assistant Jobs in Richardson, TX

Position Purpose and Objectives

The primary purpose of the Teller Virtual position is to attend to member transaction requests efficiently and accurately via the Interactive Teller Machine (ITM) platform. A Teller Virtual must be able to assess the needs of internal and external members and identify their financial need(s) and recommend appropriate credit union product / service solutions to meet those needs.

Major Duties and Essential Functions

• Meet the brand expectations for Credit Union of Texas by consistently providing outstanding service to internal and external members with every interaction.
• Process transaction requests accurately and efficiently with utmost professionalism.
• Identify member financial need(s) and recommend an appropriate / progressive credit union product / service solution.
• Responsible to meet or exceed sales and service goals established by leadership.
• Remain compliant with all financial regulations including : BSA, OFAC, Reg CC, USA Patriot Act, etc.
• Exercise due diligence in identifying member information, potential red flags, and placing appropriate holds on items in accordance with federal regulations.
• Performs job duties within our bylaws, regulations, Board of Directors policies, established internal and external service standards and our work procedures.
• Protect member information and other sensitive information by maintaining confidentiality while adhering to the credit union's privacy policy.
• Identify any potential machine or software issues that need to be addressed and notify leadership so vendors and branch teams can be notified.
• Perform other duties as required to maintain credit union services and operations.

Positions directly supervised : N / A

Specific knowledge, skills, and abilities required for this position :

Education : High school diploma or General Education Degree (GED)

Experience : Minimum 6 months 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, walk, climb, balance, 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 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.

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.

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.