Description:
What You'll Do
- Prioritize member demands while providing impeccable member service by greeting members warmly, addressing inquiries and resolving concerns promptly and courteously
- Guide members to specialized team members for further assistance or services as needed
- Complete all assigned educational courses and tests, within required timeframes and passing scores to include product knowledge
- Identify opportunities and recommend products and services to members, to align with their financial needs and aspirations
- Conduct cash handling and transaction processing accurately, adhering to established procedures and regulatory guidelines
- Verify member identification and authorization for transactions to safeguard against fraud and unauthorized access
- Provide departmental back-up coverage as needed
- Respond effectively to changing ideas, responsibilities, expectations, trends, strategies, and other processes
- Demonstrate a commitment to diversity, equity, inclusion, and belonging through continuous development, modeling inclusive behaviors, and proactively managing bias
- Perform other duties needed to help fulfil our mission, drive our strategy, and support our organization’s values
What Success Looks Like
- Members leave each interaction feeling welcomed, understood, and confident their needs were met
- Transactions are completed accurately and efficiently, with strong attention to detail and minimal errors
- You balance multiple priorities in a fast-paced environment while maintaining a calm, professional presence
- You actively listen for members’ needs and confidently connect them to the right products, services, or team members
Minimum Qualifications & Experience
- High school diploma with 1-3 years of related experience
- Proficient in the Microsoft Office Suite programs
- Proficient with standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines, PCs, etc.
- Visions remains committed to the aspects of diversity and inclusion and will consider alternative education and experience