Personal Teller Agent

VANTAGE CREDIT UNION • Weldon Spring, MO

2d • $18 • Onsite

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.
• Possess a high school diploma or equivalent.

Nice To Haves

• One or more years of job-related experience in a financial institution (Credit Union or Bank) is preferred.

Responsibilities

• Virtually processes member transactions (deposits, payments, transfers, withdrawals) via Personal Teller Machine (PTM) system.
• Ensures proper identification and endorsements for all transactions.
• Develops understanding of Personal Teller Center hardware, software, applications, and processes.
• Adheres to security, audit, compliance, and personnel requirements.
• Takes advantage of cross-sell and referral opportunities.
• Provides solutions to member financial questions/issues.
• Exhibits professionalism in electronic communication and provides exceptional member service.
• Meets or exceeds service levels, productivity, and quality standards.
• Performs other tasks as assigned by the Personal Teller Manager.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED