JOB FUNCTIONS
- In real time, virtually processes member transactions including, but not limited to, deposits, payments, transfers, and withdrawals from a remote location by means of the Personal Teller Machine (PTM) system. Ensures that proper identification and endorsements are obtained for all transactions.
- Develops a thorough understanding of the hardware, software/applications, and processes that comprise Personal Teller Center functions and services, including but not limited to: our core transactional system, Teller Enterprise, PTMs, balancing and accounting processes, imaging and CRM applications, etc.
- Adheres to security, audit, compliance, and personnel requirements.
- When appropriate, takes advantage of cross-sell and referral opportunities, and provides members with solutions to financial questions/issues.
- Exhibits professionalism when answering member phone calls, emails, and other forms of electronic contact; consistently provide exceptional member service.
- Meets or exceeds individual service levels, productivity, and quality standards.
- Performs other individual and/or team tasks as assigned by the Personal Teller Manager.
KNOWLEDGE
- Excellent math/analytical ability.
- Sales ability and cross-selling skills.
- Proficiency in Microsoft Office, ability to use 10-key, and be willing to learn other programs and applications as needed.
SKILLS- Can comfortably discuss member transactions, and credit union products and services via the remote PTM platform. The position requires being comfortable, professional, and friendly on camera with members.
- Be a positive team player who appreciates working with a unified team, values appropriate feedback, input, and guidance from others, and shares ideas.
- Have effective communication and listening skills, possess above-average written and verbal communication skills (including correct spelling and proper grammar usage), and comfortably deal with members and employees at all levels.
- Be sensitive to executive protocol, able to recognize and deal with different personalities in a positive manner and have a high degree of poise and tact as a visible representative of the support departments, and ultimately, the credit union.
QUALITIES- Integrity and high moral responsibility.
- Professional appearance and demeanor.
- Analytical ability, with the incisiveness to ask discerning questions.
- Possess the ability to evaluate each situation as its own and think outside the box for solutions.
- Willing to put in the time necessary to get the job done. Be flexible and have a strong ability to adapt to changing situations.
PHYSICAL REQUIREMENTS
The position requires the following physical activities within varying environmental conditions:
- Occasionally remaining in a stationary position which may be standing or sitting for a prolonged period of time.
- Occasional travel or moving from one office location to another or from one department to another at the headquarters building.
- Occasional lifting, moving, or adjusting objects up to 20 pounds.
- Constant communication with others through various channels including verbal, email, and chat of which the last two may require consistent use of a keyboard and mouse or another electronic device.
- Work will be in a commercially reasonable temperature-controlled environment.
- Occasional temporary exterior site review which could be in outdoor elements of wind, rain, or snow.
**Will be required to work retail hours and Saturdays on a rotating schedule, retail hours are subject to change**
Hours are Monday/Wednesday/Friday 8:30am - 5:00pm and Saturdays 8:30am - 12:00pm
