Video Teller Specialist

POSITION SUMMARY

The Video Teller Specialist is responsible for providing transactional and informational services to credit union members while achieving sales goals through the Interactive Teller Machine (ITM) channel.

POSITION RESPONSIBILITIES

General Responsibilities

• Provide exceptional member service.
• Actively look for referral opportunities.
• Complete member deposit, withdrawal, payment, cash checking, and cash advance requests.
• Assisting members and potential members with opening and servicing products and services.
• Always maintain member confidentiality.
• Maintain appropriate cash drawer/recycling supply.
• Verify and balance currency, coin, and checks in cash drawer at end of shift.
• Process daily mail, night depository, and ATM.
• Order and re-order checks and check cards for members.
• Enroll/modify payroll allocations and ACH per member request.
• Comply with all aspects of BSA/AML and OFAC regulations as related to position.
• Yearly completion of all on-line compliance training as defined by Management.
• Attend required sales, services, and department training classes to enhance skill level.
• Demonstrate the Credit Union's philosophy in all interactions and adhere to Patch Values with members, prospective members, and team members.
• Foster and maintain an atmosphere of solutions, innovation, and continuous improvement.
• All other duties as assigned.

EDUCATION AND EXPERIENCE

• Must be bondable.
• High school diploma or equivalency required.
• Three (3) to six (6) months related experience. Prior sales experience helpful, preferable in a financial capacity.
• Saturday hours are required on a rotating basis.

KEY COMPETENCIES

• Internally motivated and independent.
• Able to convey friendliness and excitement through an ITM delivery channel.
• Demonstrated ability to work independently, handle multiple priorities, and exercise good judgment in decision making.
• Learn and know current Member Service operating system.
• Learn and know product offerings, stay abreast of new products and services.
• Use effective written and verbal skills.
• Ability and willingness to look for opportunities to refer additional products and services to our existing members.
• Ability to accurately and efficiently enter data and update member financial records via computer terminal.
• Know basic computer skills, including use of standard keyboard, mouse, and common software packages.
• Accurate math skills, ability to calculate figures and amounts such as cash denominations.
• Comply with all Federal and Credit Union regulations as related to position.
• Work at fast pace, accurate and attentive when handling details.
• Able to read and interpret policy and procedures.

PHYSICAL DEMANDS AND WORK ENVIRONMENT

• Work Environment: Business office, the noise level in the work environment is usually quiet to moderate.
• Physical Requirements: Ability to sit or stand at a desk the majority of the workday; talk or hear; stand or walk occasionally. While performing the duties of this job, the team member is typically utilizing a computer, keyboard and phone. May occasionally reach with hands and arms; stoop, kneel, and crouch. The employee may occasionally lift and move up to 30 pounds.

WHAT DO WE OFFER?

BENEFITS

• Medical, dental and vision insurances
• Supplemental insurances
• Pre-tax and Roth 401(k) Safe Harbor options
• Flexible spending accounts
• Health Savings Account (HSA)
• Paid time off (PTO)
• Paid holidays, including birthday
• Bereavement and pet leave
• Basic Life/AD&D, short-term and long-term disability coverage at no cost
• Voluntary Life/AD&D
• Employee Assistance Program

The above information has been designed to indicate the general nature and level of work performed by persons within this job this job classification. It is not designed to contain or be interpreted as a comprehensive inventory of all the duties, responsibilities, and qualifications required of persons assigned to this job. Additional duties may be required to perform the job effectively.