Teller - Virtual - Branch
About The Position
The Teller uses knowledge of credit union products and services to assess members’ needs and assist with financial transactions while minimizing risks related to negotiable instruments, identification documents, transaction authority, and funds availability. The role analyzes information presented through virtual tellering systems using an Interactive Teller Machine (ITM), evaluates member-provided documents for authenticity, and follows federal regulations and TAP Center policies, including cash and check transaction limits. The Teller provides member service by video through an ITM, processes a range of financial transactions, balances transactions daily, and helps members learn about credit union services and products. Employees receive annual training and must understand and follow the BSA/AML Compliance Program requirements related to their work. This is an office position and is not remote.
Requirements
- One month to twelve months of similar or related experience.
- High school education or GED.
- Ability to build relationships, solicit cooperation, and resolve first-level conflicts through frequent personal contact.
- Ability to handle confidential discussions with discretion, diplomacy, and tact.
- Punctuality, mental alertness, and a professional appearance and manner.
- Good listening skills and ability to greet the public and communicate in a friendly and tactful manner.
- Ability to meet the physical demands of the job, including frequently standing, walking, sitting, handling or feeling items, reaching, climbing or balancing, stooping, kneeling, crouching, crawling, talking, and hearing; occasionally lifting or moving up to 10 pounds; and using close, distance, color, and peripheral vision, depth perception, and focus adjustment.
Responsibilities
- Provide members with engaging, courteous, and professional service in a timely manner via video technology through an Interactive Teller Machine (ITM).
- Receive and process member financial transactions, including deposits, withdrawals, transfers, loan payments, balance inquiries, account research, and product information.
- Maintain current knowledge of credit union services, products, policies, and procedures.
- Identify opportunities to expand members’ relationships with the credit union through education and referrals to branch personnel.
- Balance transactions daily.
- Perform other duties as assigned by the supervisor.
- Complete annual training and demonstrate understanding of and compliance with applicable BSA/AML Program requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
