Teller - Virtual - Branch

About the role

Use knowledge of credit union products and services to assess members' needs and assist with their financial transactions while minimizing risk related to negotiable instruments, documents of identification, transaction authority, and funds availability. Analyze information presented in virtual tellering systems through an Interactive Teller Machine (ITM). Evaluate documents presented by the member for authenticity. Adhere to all federal regulations and all TAP Center policies, including transaction limits for both cash and checks.

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 but not limited to 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 supervisor.
• Complete annual training and demonstrate understanding of BSA/AML Compliance Program requirements as they relate to the job.

Requirements

• One month to twelve months of similar or related experience.
• A high school education or GED.

Skills

• Interpersonal skills for frequent personal contact with others, including conflict resolution, relationship-building, and soliciting cooperation with a high degree of confidentiality and discretion.
• Diplomacy and tact in communication.
• Punctuality, mental alertness, and professional appearance and manner.
• Strong listening skills and ability to greet the public and communicate in a friendly, tactful manner.

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

• Frequently required to stand, walk, sit, use hands and fingers, handle or feel, reach with hands and arms, climb or balance, stoop, kneel, crouch, or crawl.
• Occasionally lift and/or move up to 10 pounds.
• Vision abilities include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.

Work Environment

Office position; works indoors year-round. May be exposed to indoor temperature adjustments, with regulated air distributed via heating and cooling vents.