ITM Agent I

Red Canoe Credit Union hires passionate, knowledgeable, and dependable individuals who are committed to making a difference. As a not-for-profit financial institution owned by our members, we believe in the value of people over profit. If you’re looking for a place to start a rewarding career you can be proud of, then Red Canoe might be the place for you.

We’ve been a cooperative since 1937. That means any money we earn goes back to our members, not into the pockets of stockholders like a bank. For more than 80 years, we’ve held the traditions of credit unions near and dear to our hearts. We are not for profit, but for people.

Red Canoe Credit Union has 10 branches spread across Washington and Oregon. We even have members living in all 50 states. But Red Canoe is still a local credit union at its core. For us, being local means an ongoing commitment to go beyond serving our members and giving back to the communities we call home. At Red Canoe, we strive to make a difference in the lives of our neighbors. 

POSITION PURPOSE  - Consistently presents a pleasing, professional image.  Displays an engaging, on-screen presence,
positive attitude, and effective communication style through video conferencing. Creates opportunities to "cross-sell" the benefits and services of the credit union. Handle member inquires, transactions, and account maintenance by use of ITM and off-line electronic channels. Develops and maintains exemplary public relations skills, and excellence in over-all job
responsibilities. 

ESSENTIAL JOB FUNCTIONS 

Ø MEMBER FOCUS - Assumes responsibility for the efficient, effective, and accurate performance of teller functions to be processed using the ITM. Educates members to help them with comfortable, competent usage of the interactive technology. Facilitates ITM process for the members by providing step-by-step guidance through the ITM process. Provide information on Credit Union services or policies, including eligibility for membership, types of Credit Union accounts, various interest rates, current dividend rates, branch locations, office hours and telephone numbers.   

Ø PERFORM MEMBER TRANSACTIONS - including but not limited to the following:  Deposits, withdrawals, cash advances, loan payments, transfers, and check cashing. Accepts requests for stop payments, wire transfers, file maintenance on accounts, order debit/credit/ATM cards, member printouts, and check copies. Provide members with account status
information, including current balances and accurate loan payoff information. Provide accurate accounting of transactions by balancing.  

Ø ACCOUNT MAINTENANCE - Ensure members receive efficient, courteous, and accurate responses through all Credit Union electronic channels in the Contact Center (Call Center, E service center). Effectively Member ID verification through scanned ID, Email requests, chat, online banking troubleshooting, secured messaging, XA online applications and ITM transactions listed below. 

Ø POLICY COMPLIANCE - Comply with the rules and regulations of the Credit Union, as well as department policy to
minimize losses. Meet BSA and CTR compliance guidelines. 

Ø AGGREGATE TELLER BALANCING RECORD - Maintain over and short GL within acceptable limits. Account for all moneys assigned and handled through the ITM. Maintain acceptable cash drawer limits, and GL balancing.

Ø SALES & SERVICE PERFORMANCE - Effectively refer products and services and their features and benefits as outlined in the CUNA “Creating Member Loyalty” program. Track referrals, member relations and contacts using the program software. Sales efforts may include, but not limited to, referrals, Sales and Service mystery shops, overflow incoming calls and out
bound sales calls. 

Ø DECISION MAKING AND JUDGMENT - The ability to make sound decisions that are timely, well researched and reflect an awareness of impact. Effectively identify potential fraudulent situations and negotiable items to prevent loss. 

Ø SELF/TIME MANAGEMENT - Work independently with minimal supervision and use effective time management, while
maintaining control /oversight of all assigned projects and responsibilities. 

Ø TEAMWORK AND COOPERATION - Promote a positive, productive, and professional working environment. Engaging in the practice of cooperation, understanding, respect and sensitivity for coworkers and members alike. 

MINIMUM QUALIFICATIONS

· High school diploma or equivalent. 

· Teller training or cash handling experience.  

· Basic office skills/minimum typing speed of 40WPM 

· Complete the appropriate Teller Pathway necessary for promotion. 

· Ability to hear by telephone and in person. 

· Ability to read English by sight; and, both speak and write English. 

Red Canoe Credit Union provides the following benefits to all employees.

• Medical, Dental & Vision Insurance
• Employee Assistance Program
• Life Insurance
• 401K with employer match
• Wellness Program
• Flexible Spending Account
• PTO leave
• Paid Jury Duty Leave
• Paid volunteer time

A few more perks

• Annual logo wear allowance
• Gym Reimbursement
• Tuition Reimbursement for full time employees
• Employee loan discount

 EEO/AAEmployer/Vets/Disabled/Race/Ethnicity/Gender/Age