All Tellers build member relations by offering products and services based upon identified member financial needs and make referrals to Member Service Representatives or other product specialists through effective us of Member Relationship (MRM) software/system.  Tellers are required to meet scorecard goals as defined by management. Tellers create a memorable member experience through use of the CON²ECT Model and their professional member interactions, living the Core Values and complying with the credit union’s image policy

Teller (IVT) I – Assists members using virtual technology from a central location. Interactive Video Teller (IVT) performs transactional duties to serve members by receiving and paying out funds via Interactive Teller Machines (ITM). IVT must perform with a high degree of accuracy in accordance with credit union policies and procedures. 

Required Skills

• Must be comfortable, professional and friendly on camera.

• Good verbal and written communication skills. • Good math skills. • Ability to balance debits and credits and accurately post transactions. • The demonstrated ability to apply policy and procedures to job functions. • Above average ability to operate related computer applications and business equipment including adding machine, typewriter, copy machine, coin and money counting machines, and telephone. • Ability to analyze and determine opportunities to cross-sell products and services or offer solutions to customers. • Ability to meet sales goals as defined by management. • Must be able to demonstrate established competency levels for all required regulatory or compliance-related processes and/or procedures within established timeframes of appointment. • Working knowledge of Windows-based PC products and general office equipment and possess the ability to operate multiple monitors and systems simultaneously. • The ability to pass competency based assessment to include a minimum rating of “meets” in cash handling. • Working knowledge of Windows-based PC products and general office equipment and possess the ability to operate multiple monitors and systems simultaneously.

Required Experience

Two years customer service experience to include 1 year financial institution experience or 1 year call center experience

PLUS

High School Diploma or equivalent 

• Must be comfortable, professional and friendly on camera.

• Good verbal and written communication skills. • Good math skills. • Ability to balance debits and credits and accurately post transactions. • The demonstrated ability to apply policy and procedures to job functions. • Above average ability to operate related computer applications and business equipment including adding machine, typewriter, copy machine, coin and money counting machines, and telephone. • Ability to analyze and determine opportunities to cross-sell products and services or offer solutions to customers. • Ability to meet sales goals as defined by management. • Must be able to demonstrate established competency levels for all required regulatory or compliance-related processes and/or procedures within established timeframes of appointment. • Working knowledge of Windows-based PC products and general office equipment and possess the ability to operate multiple monitors and systems simultaneously. • The ability to pass competency based assessment to include a minimum rating of “meets” in cash handling. • Working knowledge of Windows-based PC products and general office equipment and possess the ability to operate multiple monitors and systems simultaneously.