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Virtual Teller

Role overview

Qualifications

  • Ability to work onsite in a MoneyLine Contact Center environment
  • Strong customer service skills
  • PC skills with strong typing, computer, and 10-key skills
  • Previous experience in customer service, contact center, retail sales, or banking environment

Responsibilities

  • Assist customers through the ITM while providing a professional, welcoming, and customer-focused experience
  • Process customer transactions efficiently and accurately while following all bank policies
  • Maintain and balance cash drawers in the banking center and ITM environment
  • Rotate between Virtual Teller duties and Personal Banker responsibilities based on business needs

Key facts

Other skills

  • Customer Service
  • Troubleshooting (Problem Solving)
  • Organizational Skills
  • Detail Oriented
  • Microsoft Word
  • Microsoft Excel
  • Microsoft Outlook
  • Communication
  • Teamwork
  • Physical Flexibility
  • Strong Work Ethic
  • Personal Integrity

About the company

MidFirst Bank logo

MidFirst Bank

Banking

MidFirst Bank occupies a rare position within the banking industry. With $39.5 billion in assets, MidFirst Bank is the largest privately owned bank in the country. This combination of size and private ownership provides our customers with a special brand of banking. MidFirst Bank offers a full range of personal, commercial, trust, private banking and mortgage banking products and services. MidFirst is a strong commercial real estate lender and a major servicer of mortgage loans nationally. As a private business ourselves, we understand the unique needs of each business community we serve at each of our locations in Arizona (Phoenix), California (Los Angeles, Orange County, Santa Barbara, San Diego), Colorado (Boulder, Denver, Edwards, Fort Collins), Nevada (Las Vegas), Oklahoma (Oklahoma City, Tulsa, Western Oklahoma), Texas (Dallas, Houston, San Antonio) and Utah (Salt Lake City). Additionally, MidFirst Bank has commercial lending offices in Atlanta, Chicago, Nashville, New York City, Orlando and Southern California. We serve Southern California through 1st Century Bank, a division of MidFirst Bank. We also operate MidFirst Business Credit as a subsidiary of MidFirst Bank. MidFirst Bank provides services that compete with larger banks, while the people and culture truly define the MidFirst Bank difference. MidFirst provides exceptional financial and deeply committed customer service. Team members are loyal in their character, loyal in their personal commitment to customers, and loyal to always doing the right thing. MidFirst customers can always count on working with thoughtful, intelligent, honest professionals who are true to their financial goals. MidFirst Bank is a strong supporter of the communities they serve, investing time and money in important educational, charitable and civic organizations. Copyright © 2024 MidFirst Bank. All rights reserved. Member FDIC. Equal Housing Lender.

Company details

IndustryBanking
Company size1001 - 5000

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Job description

Full time position- This position is ONSITE.

Employees in this position work onsite at a MoneyLine Contact Center location and will also be assigned banking center face to face customer interaction shifts at one of our retail banking centers to maintain teller skills and customer-facing experience. Until the Virtual Teller business grows and ITM volume becomes more consistent, flexibility is required to support other contact center needs, including Personal Banker responsibilities for MoneyLine and/or Vio Bank as well as providing onsite support should it be needed due to operational needs.

Key Responsibilities

  • Assist customers through the ITM while providing a professional, welcoming, and customer-focused experience.
  • Process customer transactions efficiently and accurately while following all bank policies, procedures, and regulatory requirements.
  • Maintain and balance cash drawers in the banking center and ITM environment, as required.
  • Handle inbound queue calls and assist new and existing customers with banking products, services, and account inquiries.
  • Rotate between Virtual Teller duties and Personal Banker responsibilities for MoneyLine and/or Vio Bank based on business needs.
  • Participate in ongoing banking center onsite training and customer-facing work to support skill development, teller readiness, and business needs.

Required Shift: 7am to 4pm M-F/w Rotating weekends

This is a full-time, onsite position that requires assigned shifts at a designated contact center location and banking center shifts for teller training, customer-facing experience, and continued skill development. The role includes rotating weekends, including Saturday and Sunday. Shift differentials are available for certain weekday and weekend hours: $5.00/hour on Saturdays from 1:00 p.m. to 6:00 p.m. and Sundays from 12:00 p.m. to 4:00 p.m.

Position Requirements

    • Ability to work onsite in a MoneyLine Contact Center environment while providing phone-based and live video-based customer service.
    • Ability and willingness to work assigned banking center onsite shifts for training, customer-facing experience, operational support and ongoing skill development.
    • Ability to work at different buildings or locations, including the Reno disaster recovery site, when required for business continuity or disaster recovery situations.
    • Strong customer service skills, including the ability to handle escalated, detailed, and in-depth conversations professionally.
    • PC skills with the ability to toggle between multiple systems, along with strong typing, computer, and 10-key skills.
    • Outgoing, assertive, confident, and able to maintain an enthusiastic and professional presence on video and in person.
    • Strong attention to detail, organizational skills, work ethic, integrity, and ability to contribute to a positive team environment.

Qualifications

Preferred Skills:

  • Previous experience in customer service, contact center, retail sales, or banking environment.
  • Experience handling inbound queue calls, assisting customers through multiple systems, or supporting phone-based customer service.
  • Experience supporting customers through video, digital banking, or other virtual service channels.
  • Previous cash handling experience in a banking or retail environment, including balancing and reconciling a drawer and processing cash transactions.
  • Knowledge of banking products, services, and procedures.
  • Proficiency with Microsoft applications, including Word, Outlook, and Excel.
  • Bilingual skills in fluent verbal and written Spanish are a plus. Bilingual assessment required; if passed, an additional $2.00 per hour may apply.

Essential Functions

  • Provide professional, accurate, and courteous customer service through live video, telephone, and in-person interactions.
  • Assist customers with routine banking transactions, account questions, product and service inquiries, and problem resolution.
  • Operate Interactive Teller Machine technology and related banking systems to support real-time video-based customer transactions.
  • Process financial transactions accurately, including deposits, withdrawals, transfers, payments, and other teller-related services, while following established procedures.
  • Maintain the security, confidentiality, and accuracy of customer information and banking transactions.
  • Balance cash drawers, reconcile transactions, and follow cash handling procedures when assigned to a banking center or ITM-related duties.
  • Navigate multiple computer systems while communicating with customers and documenting information accurately.
  • Identify customer needs and provide appropriate information or referrals for banking products and services.
  • Follow all bank policies, procedures, compliance requirements, security protocols, and regulatory standards.
  • Work assigned onsite shifts at the MoneyLine Contact Center and designated banking center locations, including rotating weekends and business-continuity assignments as needed.
  • Maintain a professional appearance, tone, and presence during video-based, phone-based, and face-to-face customer interactions.
  • Collaborate with team members, supervisors, banking center staff, and other departments to resolve customer needs and support daily operations.
  • Participate in training and maintain the skills necessary to perform both Virtual Teller and Personal Banker responsibilities.
  • Adapt to changing business needs, including rotating between contact center, virtual teller, and banking center support responsibilities.

Some of the many reasons to join our team include: 

  • Comprehensive compensation package-medical, dental, vision, paid holidays, tuition reimbursement, 401(k), and more!
  • On the job training
  • Friendly business casual atmosphere
  • Eligible for a Sign on Bonus ($750.00) less applicable taxes 
  • Eligible for a Anniversary Bonus after (1yr- $1500 & 3yr- $5,000) less applicable taxes

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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