What are the responsibilities and job description for the Video Teller position at Essential Credit Union?
Video Teller
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.
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.
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.
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
Job Specification
High School Diploma or GED required. Two years of community college with focus in business administration or mass communications preferred.
Training Requirements:
Maintain knowledge of Microsoft Office Products (word, excel, and office).
Use of desktop computers.
Working knowledge of other core systems.
Annual training to ensure compliance with NCUA and BSA requirements, rules, and regulations.
Work Experience:
One (1) year experience in a financial institution setting.
Working in a customer service environment.
Credit Union or banking experience desired.
High School Diploma or GED required. Two years of community college with focus in business administration or mass communications preferred.
Training Requirements:
Maintain knowledge of Microsoft Office Products (word, excel, and office).
Use of desktop computers.
Working knowledge of other core systems.
Annual training to ensure compliance with NCUA and BSA requirements, rules, and regulations.
Work Experience:
One (1) year experience in a financial institution setting.
Working in a customer service environment.
Credit Union or banking experience desired.
Skills, Abilities, and Knowledge:
Professional, well-developed interpersonal skills necessary for servicing Credit Union members and projecting a positive image to members.
Use of critical judgment in day-to-day situations and problems within established guidelines.
The ability to keep confidential matters confidential.
Professional, well-developed interpersonal skills necessary for servicing Credit Union members and projecting a positive image to members.
Use of critical judgment in day-to-day situations and problems within established guidelines.
The ability to keep confidential matters confidential.
Physical Requirements
Perform primarily sedentary work on computer or laptop for an average of eight (8) hours per day. Lifting and carrying up to 35 lbs. when moving cash drawers or coin bags. Must be capable of climbing/descending stairs in emergency situations. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to work extended hours whenever required or requested by management. Must by capable of regular, reliable, and timely attendance.
Perform primarily sedentary work on computer or laptop for an average of eight (8) hours per day. Lifting and carrying up to 35 lbs. when moving cash drawers or coin bags. Must be capable of climbing/descending stairs in emergency situations. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to work extended hours whenever required or requested by management. Must by capable of regular, reliable, and timely attendance.
Other Requirements
Must be able to perform job functions with supervision and work effectively either on own or as part of a team. Must be able to read and carry out various instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical
and understandable sequence. Must be able to perform basic mathematical calculations with extreme accuracy. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines/requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising the highest level of discretion on confidential matters.
Must be able to perform job functions with supervision and work effectively either on own or as part of a team. Must be able to read and carry out various instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical
and understandable sequence. Must be able to perform basic mathematical calculations with extreme accuracy. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines/requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising the highest level of discretion on confidential matters.
