Personal Video Advocate

Clearview Federal Credit Union is dedicated to providing excellent member service. The Personal Video Advocate will assist members remotely through Interactive Teller Machines, processing transactions and providing account information while building relationships and suggesting products to meet their financial needs.

Responsibilities

• Accurately process transactions of all types such as deposits, withdrawals, and loan payments, through video session with the Interactive Teller Machines
• Answer member inquiries and provide appropriate suggestions to financial needs
• Maintain thorough knowledge of Clearview services, products, policies and procedures
• Keep abreast of promotional and marketing mailings
• Uphold member confidentiality, following security and fraud prevention policies and procedures
• Build relationships by educating members on Clearview products and services to help them live a better life
• Work a variety of shifts based on operational needs
• Exceptional written, verbal, and communication skills
• Attend scheduled meetings and training sessions, remotely or in person, set by your manager
• Meet average call volume goal and other key performance indicators (KPIs)
• Handle other duties as assigned
• Support Clearview’s Commitment to Diversity, Equity & Inclusion by welcoming and embracing the unique differences of others, treating others fairly and equitably, and creating an inclusive experience where others feel respected and valued; Understand and believe a diverse workplace is essential to the company’s vision and success

Skills

• Candidates must live within a commutable distance to Moon Township, PA, 15108 USA
• High School diploma or equivalent required
• Similar or transferable experience required
• Excellent member service skills
• Experience communicating via virtual technology (Skype, Face Time, Video Conference, etc.)
• Comfortable on camera, maintaining a friendly and professional appearance
• Proficient computer skills, including ability to operate multiple monitors and software systems
• Professional written communication skills
• Ability to handle a variety of duties
• Ability to maintain accuracy in a fast-paced environment
• Detail oriented
• Flexibility in workings hours
• Dependable with a good attendance record
• Exceptional written, verbal, and communication skills
• Meet average call volume goal and other key performance indicators (KPIs)
• Support Clearview's Commitment to Diversity, Equity & Inclusion by welcoming and embracing the unique differences of others, treating others fairly and equitably, and creating an inclusive experience where others feel respected and valued; Understand and believe a diverse workplace is essential to the company's vision and success

Company Overview