What are the responsibilities and job description for the VIDEO SERVICE REPRESENTATIVE position at 7 17 Credit Union?
7 17 Credit Union
Position Summary
At 7 17 Credit Union, we are committed to delivering exceptional service while living our core values of mutual respect, honesty, trust, integrity, empathy, partnership, and teamwork.
We are seeking a Video Banking Specialist to provide personalized, high-quality service to members through our video banking platform and live chat technology. In this role, you will serve as a single point of contact for members, helping them with account services, lending needs, remote banking support, and financial solutions while creating a positive and engaging virtual banking experience.
The ideal candidate is service-driven, technology-savvy, and passionate about building strong member relationships by helping first and recommending solutions second.
Key Responsibilities
- Greet and assist members via video banking and live chat in a professional, friendly, and welcoming manner.
- Educate members on video banking, digital services, and remote banking solutions.
- Process account maintenance requests and non-monetary transactions with a high degree of accuracy and confidentiality.
- Assist members with services such as:
- Debit card issuance and support
- Mobile and remote banking setup and troubleshooting
- Direct deposit and payroll transfer requests
- ACH payment setup, modifications, and cancellations
- Lost or stolen card assistance and fraud-related inquiries
- Check ordering and account services
- Open and service a variety of retail deposit accounts, including checking, savings, money market, certificate, IRA, HSA, custodial, and specialty accounts.
- Accept, process, and assist with consumer loan applications, including auto loans, personal loans, credit cards, home equity loans, and secured loans.
- Conduct loan closings, disbursements, and follow-up activities as needed.
- Perform needs-based conversations to identify opportunities that support members' financial goals.
- Meet established referral and production goals for credit union products and services.
- Resolve member concerns and provide follow-up to ensure exceptional service and satisfaction.
- Remain compliant with all credit union policies, procedures, and regulatory requirements.
What We're Looking For
A successful Video Banking Specialist demonstrates:
- Outstanding member service skills
- Professionalism and empathy
- Strong technology aptitude
- Sales and referral awareness
- Accuracy and attention to detail
- Commitment to teamwork and collaboration
Why Join 7 17 Credit Union?
- Opportunity to make a meaningful impact on members' financial well-being
- Collaborative and supportive work environment
- Growth and advancement opportunities within a growing organization
- Comprehensive training and development
- Competitive compensation and benefits package
Work Environment
This position works from a designated centralized or remote video banking workstation and primarily serves members through video and digital channels. Limited travel may be required based on business needs.
Apply today and help us create exceptional member experiences through innovative banking solutions.
Qualifications:Qualifications
- High school diploma or equivalent required.
- Previous customer service, banking, financial services, retail sales, or contact center experience preferred.
- Strong communication and relationship-building skills.
- Ability to work independently while managing multiple priorities.
- Comfortable learning and using video banking technology, online systems, and other digital tools.
- Detail-oriented with strong organizational and problem-solving abilities.
- Ability to maintain confidentiality and handle sensitive member information.
- Experience with deposit accounts, consumer lending, or financial products is a plus.