Interactive Video Teller

Overview

Under general supervision, but in line with established credit union policies and procedures, provide personalized and consistent service, creating a positive member experience, when processing transactions via interactive teller machines.

Maintain full knowledge of all member service areas.

Teller Services Center hours are 7 am - 7 pm Monday thru Saturday, you must be available during these hours.

Responsibilities

• Represent the credit union in a courteous and professional manner by following the Teller Service Center Standards. Provide prompt, efficient and accurate service in the processing of transactions via interactive teller machines.
• Receive and review all checks and cash for deposit to various accounts, verifying endorsement and negotiability; cash checks and pay money from various accounts upon verification / confirmation of the member and the account balances;

enter transactions into credit union records via an online computer terminal.

• Perform other teller duties including balancing and make advances on open-end loans.
• Handle member issues including complaints and errors in an acceptable manner.
• Maintain a basic working knowledge of the ITM (interactive teller machine) Troubleshooting Guide.
• Keep direct supervisor informed of all machine and equipment errors or issues.
• Maintain and encourage a good working relationship between the branches with ITMs and the Teller Service Center.
• Cross offer credit union services to members by assessing their needs based on information obtained from member / potential member cues and the Enhanced Member Verification in Episys.

Explain the different services and the benefits of each service. Help increase the member’s knowledge about all services in order for the credit union to become the member’s PFI (primary financial institution).

Follow policy and procedures related to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and Office of Foreign Assets Control (OFAC) daily to ensure compliance with current regulations.

Assist with / verify all CTRs for accuracy.

• Assist members with the following services as needed : Handle account inquiries and refer new accounts to the financial center most convenient to the member / potential member;
• perform general account maintenance; refer potential SEG’s for follow up with marketing; block and reorder debit and ATM cards;

order drafts through Harland’s internet site; change addresses, phone numbers, and e-mail address when requested; complete member disputes when applicable.

• Complete all required annual training.
• Actively participate in credit union marketing promotions.
• Read all internal publications including HUB and Possibilities.
• Perform other duties as required or assigned.

Qualifications

Education

High school graduate or equivalent

Work Experience

1-3 years customer service experience is required

Knowledge, Skills, and Abilities

• Look and speak professional and be comfortable in front of a camera.
• Must be accurate in all teller / new account transactions, including cash handling, and must have the ability to be trained to have a thorough knowledge of teller operations in order to answer questions and resolve problems.
• Must communicate with members in a positive manner in dealing with member / teller transactions.
• Must be able to manage and prioritize multiple tasks.
• Working knowledge of computer programs including Microsoft Outlook, Word, Excel and the internet.
• Must be able to operate or have ability to be trained to operate related office equipment including calculator, laser printer, receipt printers, computer terminal (PC), multifunction copier, telephone, Interactive Teller equipment, the Teller Now teller platform and Active Teller platform.
• Regular and reliable attendance is required.
30+ days ago