ITM Representative- Virtual Teller

Canyon View Credit Union•West Jordan, UT

4d•Onsite

About The Position

The ITM Representative will recognize the financial needs of members and cross-sell appropriate products and services. They will quickly and accurately process routine transactions that members conduct at the Credit Union. ITM Representatives interact with members via video while members are using an Interactive Teller Machine (ITM) either inside or outside of various branch locations. All Credit Union employees are responsible for fulfilling our Mission Statement: We elevate our members' financial experience through best-in-class Service and Solutions.

Requirements

High School diploma or equivalent G.E.D.
Excellent communication skills.
Able to multi-task and perform in a high pressure/fast paced environment.
Proficient with standard office business machinery and software.
Working knowledge to Microsoft Word/Excel/Outlook.

Nice To Haves

Up to six months of similar or related experience.
Familiarity with Bank/Credit union services, programs, and products and/or a broad understanding of security procedures for a financial institution is a plus but not required.

Responsibilities

Offer solutions for members' financial needs by cross-selling products and services through video interactions.
Greet members, use name and maintain a professional and courteous attitude during transaction.
Receive and accurately process member financial transactions.
Resolve member’s problems and troubleshoot issues.
Be highly knowledgeable of all Credit Union products and services.
Gather member feedback and report it to management in order to improve the member experience.
Answer basic inquiries regarding interest rates, fees and account histories while complying with disclosure requirements, regulations and privacy policies.
Participate in the Step-Up Program.
Assess members needs and refer them to appropriate partners (i.e.. Lending, Real Estate, Investments, etc.)
Meet role specific goals regarding availability, service, and sales.
Complete all educational courses as assigned.
Other duties as assigned.
Understand the Bank Secrecy Act and how it is applied.