Part Time Personal Teller Agent
About The Position
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.
Requirements
- 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
- 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
- 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
Responsibilities
- Virtually processes member transactions
- Ensures proper identification and endorsements
- Develops understanding of hardware, software, and processes
- Adheres to security, audit, and compliance requirements
- Takes advantage of cross-sell and referral opportunities
- Provides solutions to financial questions/issues
- Exhibits professionalism in electronic contact
- Meets or exceeds service levels, productivity, and quality standards
- Performs other tasks as assigned
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED
