Interactive Teller

About the role

This role focuses on providing exceptional service to members through live video interactions using Interactive Teller Machines (ITMs). You will create a personalized and seamless experience by assisting members with their financial needs, identifying opportunities to enhance their financial well-being, and recommending Meritrust products and services when appropriate.

Responsibilities

• Deliver prompt, professional, and courteous service to members via Interactive Teller Machines (ITMs), efficiently handling financial transactions, inquiries, and service requests.
• Accurately perform all teller functions with a strong attention to detail and compliance.
• Identify and report suspicious activity through appropriate channels in accordance with regulatory guidelines.
• Maintain up-to-date knowledge of all credit union products, services, promotions, policies, and procedures.
• Apply effective problem-solving skills to address member inquiries, escalating or seeking assistance when appropriate.
• Research and resolve member issues, complete necessary follow-up, and refer complex situations to the appropriate branch or department as needed.
• Educate and assist members in using ITM technology, demonstrating comfort with emerging technologies and supporting other digital service channels.
• Consistently meet or exceed individual and team performance goals related to service quality, efficiency, and accuracy.
• Build and maintain positive working relationships with internal business partners, retail teams, and department staff.
• Demonstrate flexibility by adapting to change and adjusting work shifts to support extended hours and evolving business needs.
• Maintain open and effective communication with direct management.
• Complete all required annual Meritrust education and development programs, including applicable internal training initiatives.
• Other duties as assigned.