PT-Virtual Teller - Conroe

Position Overview

This is a fully on‑site position, scheduled 30 hours per week.

• Process member transactions accurately, efficiently and timely, including accepting cash and check deposits, withdrawals, transfers, and loan payments. Inform and educate members on credit union products and services in a fast‑paced environment.
• Provide information and referrals to members seeking other services, including new accounts, lending, and insurance.
• Answer questions regarding member account information. Direct members to Relationship Specialist when needed.
• Perform other duties as assigned by manager.
• Must comply with all company policies and procedures, applicable laws, and regulations, including but not limited to the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

A minimum of one year up to three years of similar or related experience, including preparatory experience, in a retail sales environment requiring excellent customer service and sales skills.

A high school degree or equivalent.

Courtesy and tact are essential. Work involves personal contact with customers and others inside and outside the organization, generally regarding fairly routine matters for the purposes of giving and obtaining information or instructions, updating or referring. Communications generally require shorter and not in‑depth discussions.

Ability to communicate verbally, through video, and in writing in a professional manner when dealing with employees and members. Ability to cross‑sell products/services and meet referral goals in a fast‑paced environment.

Performs primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing/descending stairs in an emergency situation. Must be able to operate routine office equipment, including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6–8 hours per day when necessary. Must be able to work extended hours whenever required or requested by management.

Must be capable of regular, reliable and timely attendance.

This job operates in a professional office environment. Must be able to routinely perform work indoors in a climate‑controlled shared work area with minimal noise. Must be capable of working weekends. Occasional work before or after regular business hours may be required for various events.

Must be able to perform job functions independently or with limited supervision and work effectively either alone or as part of a team. Must read and carry out various written instructions and follow oral instructions. Must speak clearly and deliver information in a logical and understandable sequence. Must deal calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside the organization and demonstrate highest levels of customer service and discretion when dealing with the public.

Must compose under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must effectively handle multiple, simultaneous, and changing priorities. Must exercise the highest level of discretion on both internal and external confidential matters.

Smart Financial Credit Union offers a competitive salary and excellent top‑tier benefits. In addition, Smart Financial Credit Union has a tuition reimbursement program; full‑time employees can receive up to $2,000 per year in tuition reimbursement.

Smart Financial does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits. Smart Financial Credit Union (SFCU) commits to fostering a diverse, equitable, and inclusive workforce and member base where a sense of belonging is evident.