ITM Teller

Fort Community Credit Union•Fort Atkinson, IA

4d•$15 - $19•Onsite

About The Position

The ITM (Interactive Teller Machine) Teller welcomes members through a video teller function, listens to their requests, and proactively fulfills their financial needs. The role shares financial education and expert knowledge through business and consumer product and service recommendations. It also accurately and efficiently processes financial inquiries, account deposits, service requests, and transactions while safeguarding credit union assets, balancing transactions, and completing required reports. The teller provides friendly and helpful service that promotes members’ financial well-being, processes routine transactions and service requests, supplies account and product information, and responds to questions or complaints. The position requires handling cash and negotiable instruments securely, protecting member information, following applicable regulations and credit union procedures, and attending required training. Other duties may be assigned, including filling in for other departments as member demand requires.

Requirements

Must be at least 18 years of age.
High school diploma or GED.
Two years of previous teller or equivalent customer-service experience.
Strong interpersonal skills, a positive attitude, and a desire to help people.
Ability to identify opportunities to improve members’ financial positions, communicate recommendations, and provide support.
Effective verbal and written communication skills.
Reliable attendance and good judgment.
Basic math skills.
Strong understanding of consumer use of smartphones and tablets.
Ability to organize and prioritize work and maintain accurate records.
Ability to project a professional image.
Ability to communicate with a diverse membership and employee group.
Ability to carry out responsibilities using computers and technology.
Ability to sit and/or stand for extended periods and work in a changing, challenging, fast-paced environment.
Must provide own transportation.

Nice To Haves

Previous experience recommending products and plans to improve a customer’s financial position.
Knowledge of banking and/or credit union regulations.

Responsibilities

Prepare for daily member interactions with a professional image and an organized workstation.
Maintain knowledge of FCCU products and processes.
Greet members, understand their objectives by asking questions and listening, and recommend solutions or direct them to appropriate staff.
Process member transactions accurately and efficiently, and follow up to ensure member satisfaction.
Perform routine transactions including deposits, withdrawals, cash advances, loan payments, transfers, check cashing, Visa gift cards, cashier’s checks, and money orders.
Receive share deposits and various loan and Visa payments, ensure payments equal amounts due, and collect and enter applicable late charges.
Provide forms and receipts needed for member transactions.
Examine checks for endorsements and negotiability.
Respond to member requests, problems, and complaints, or direct members to the appropriate person.
Provide routine information about credit union products and services, membership eligibility, accounts, dividend rates, locations, hours, telephone numbers, and account balances.
Accurately complete Currency Transaction Reports and Suspicious Activity Reports.
Fulfill member service requests involving account maintenance, research, reconciliation, and correction.
Safeguard credit union assets and member information by handling cash and negotiable instruments consistently, properly identifying members, balancing daily, and completing required reports.
Maintain current knowledge of and comply with regulations, policies, procedures, and standards relevant to the position.
Support compliance with OFAC, the Bank Secrecy Act/Anti-Money Laundering requirements, and the U.S.A. Patriot Act.
Attend required training and perform other assigned duties, including covering other departments as member demand requires.