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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates proficiency in cash handling, need-based selling, and customer service within a financial institution. Capable of educating members on digital platforms and maintaining compliance with credit union policies and regulations.
Highest-signal resume keywords
Cash HandlingNeed-Based SellingCustomer Service ExperienceKnowledge of Credit Union RegulationsProficient with Microsoft Office Suite
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Cash Handling SkillsFinancial TransactionsTransaction Record MaintenanceProblem-Solving SkillsITM Technical Troubleshooting
Soft Skills
Interpersonal SkillsCommunication SkillsProfessionalism on CameraAbility to Work in Fast-Paced Environment
Tools & Technologies
Interactive Teller Machines (ITMs)Virtual PlatformsMicrosoft WordMicrosoft ExcelMicrosoft Outlook
Certifications & Qualifications
High School Diploma or GED
Industry Keywords
Credit Union PoliciesReg CCSARCTRBSAAnti-Money Laundering (AML)
About the role
Key responsibilities & impact- Build relationships and provide high-quality service to members
- Assist with financial transactions through Interactive Teller Machines (ITMs)
- Promote Everwise Credit Union’s products and services
- Maintain accurate transaction records
- Provide service through virtual platforms
- Identify members’ needs and recommend appropriate financial products and services
- Maintain confidentiality of member account information
- Resolve problems through research, open-ended questions, and follow-up
- Educate members on ITM features, online banking, and other digital platforms
- Meet or exceed referral and sales goals
- Assist with outbound calls, prospect lists, member follow-up, and call campaigns
- Participate in continued education, special projects, and community events
- Apply credit union policies, procedures, and applicable laws and regulations
- Report and troubleshoot ITM technical issues and escalations
- Assume additional responsibilities supporting Everwise Credit Union’s growth
Requirements
What you’ll need- High school diploma or GED
- Six months of retail sales, cash handling, or customer service experience
- Prior experience in a financial institution, call center or related field preferred
- Variable shifts may include weekday, evening or weekend hours
- Extended periods of sitting while using a computer and headset
- Excellent interpersonal and communication skills
- Strong problem-solving skills
- Comfortable working on camera in a professional and personable manner
- High level understanding of need-based selling
- Proficient cash handling skills
- Ability to work in a fast-paced environment
- Proficient with computer systems and Microsoft Office suite (e.g., Word, Excel, Outlook)
- Knowledge of credit union policies and procedures and applicable regulations, including Reg CC, SAR, CTR, Check handling, BSA, and Anti-Money Laundering (AML)