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.
- Willingness to learn other programs and applications as needed.
- Comfortably discuss member transactions, and credit union products and services via the remote PTM platform.
- Comfortable, professional, and friendly on camera with members.
- Positive team player who appreciates working with a unified team, values appropriate feedback, input, and guidance from others, and shares ideas.
- Effective communication and listening skills.
- Above-average written and verbal communication skills (including correct spelling and proper grammar usage).
- Comfortably deal with members and employees at all levels.
- Sensitive to executive protocol.
- Able to recognize and deal with different personalities in a positive manner.
- 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.
- 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.
- Flexible and have a strong ability to adapt to changing situations.
- Occasionally remaining in a stationary position which may be standing or sitting for a prolonged period of time.
- Occasional travel or moving from one office location to another or from one department to another at the headquarters building.
- Occasional lifting, moving, or adjusting objects up to 20 pounds.
- Constant communication with others through various channels including verbal, email, and chat of which the last two may require consistent use of a keyboard and mouse or another electronic device.
- Work will be in a commercially reasonable temperature-controlled environment.
- Occasional temporary exterior site review which could be in outdoor elements of wind, rain, or snow.
- Required to work retail hours and Saturdays on a rotating schedule.
- Retail hours are subject to change.
Responsibilities
- Virtually processes member transactions including deposits, payments, transfers, and withdrawals using the Personal Teller Machine (PTM) system.
- Ensures 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.
- Adheres to security, audit, compliance, and personnel requirements.
- 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 provides 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.
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED
