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POSITION PURPOSE
Provides outstanding member service and ensures the highest level of member satisfaction is achieved during every member encounter. Assist members with various financial transactions in a personable, professional, and courteous manner. Must be comfortable interacting with members on camera. Remain aware and abreast of credit union products and services. Upsells products and services through member interactions.
Duties and Responsibilities:
- Effectively communicate with members through video in a professional and engaging manner.
- Follows ITM teller procedures by walking members through their transaction, explaining transaction prompts, answering any questions while remaining on the screen throughout the session.
- Performs all transactions accurately in a timely manner.
- Look for opportunities to improve member’s financial health by cross-selling Essential’s products and services.
- Process deposits, withdrawals, transfers, cash checks, loan payments and other transactions in a confidential manner.
- Monitors deposit amounts and examines documents for endorsement and negotiability.
- Investigates and resolves out-of-balance conditions.
- Achieves monthly sales goals for cross selling credit union products.
- Provides account information and quote credit union rates.
- Complete CTRs and UARs as needed.
- Answers questions and research member problems regarding account and loan information.
- Maintains and projects Essential CU professional reputation and privacy of account information.
- Keeps manager informed of area activities and of any significant issues or concerns.
- Attends meetings and training as required.
- Maintains a clean, secure, and organized work area.
- Stay abreast of all policy changes and revisions.
- Models credit union core values consistently.
- Follows Bank Secrecy Act, Consumer Identification Policy, and OFAC policies.
- Assist other departments as needed.
Major Accountabilities
- Process transactions accurately and efficiently.
- Deliver outstanding service to membership and colleagues consistently.
- Adhering to BSA and OFAC regulations.
- Always adhere to member confidentiality rules and displays professionalism.
- Must be reliable and punctual.
NOTE: THE LIST OF ESSENTIAL FUNCTIONS IS NOT EXHAUSTIVE. IT MAY BE SUPPLEMENTED AS NECESSARY FROM TIME TO TIME
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