Personal Teller Agent
Job Details: Level: Entry Job Location: Admin Building - Saint Charles, MO Position Type: Part Time Education Level: High School Salary Range: $18.00Hourly Travel Percentage: None Job Shift: Day Job Category: Banking JOB FUNCTIONS - In real time, virtually processes member transactions including, but not limited to, deposits, payments, transfers, and withdrawals from a remote location by means of the Personal Teller Machine (PTM) system. - Ensures that proper identification and endorsements are obtained for all transactions. - Develops a thorough understanding of the hardware, software/applications, and processes that comprise Personal Teller Center functions and services, including but not limited to: our core transactional system, Teller Enterprise, PTMs, balancing and accounting processes, imaging and CRM applications, etc. - Adheres to security, audit, compliance, and personnel requirements. - When appropriate, takes advantage of cross-sell and referral opportunities, and provides members with solutions to financial questions/issues. - Exhibits professionalism when answering member phone calls, emails, and other forms of electronic contact; consistently provide exceptional member service. - Meets or exceeds individual service levels, productivity, and quality standards. - Performs other individual and/or team tasks as assigned by the Personal Teller Manager. Qualifications: KNOWLEDGE - Excellent math/analytical ability. - Sales ability and cross-selling skills. - Proficiency in Microsoft Office, ability to use 10-key, and be willing to learn other programs and applications as needed. SKILLS - Can comfortably discuss member transactions, and credit union products and services via the remote PTM platform. - The position requires being comfortable, professional, and friendly on camera with members. - Be a positive team player who appreciates working with a unified team, values appropriate feedback, input, and guidance from others, and shares ideas. - Have effective communication and listening skills, possess above-average written and verbal communication skills (including correct spelling and proper grammar usage), and comfortably deal with members and employees at all levels. - Be sensitive to executive protocol, able to recognize and deal with different personalities in a positive manner and have a high degree of poise and tact as a visible representative of the support departments, and ultimately, the credit union. QUALITIES - Integrity and high moral responsibility. - Professional appearance and demeanor. - Analytical ability, with the incisiveness to ask discerning questions. - Possess the ability to evaluate each situation as its own and think outside the box for solutions. - Willing to put in the time necessary to get the job done. - Be flexible and have a strong ability to adapt to changing situations. PHYSICAL REQUIREMENTS - The position requires the following physical activities within varying environmental conditions: - Occasionally remaining in a stationary position which may be standing or sitting for a prolonged period of time. - Occasional travel or moving from one office location to another or from one department to another at the headquarters building. - Occasional lifting, moving, or adjusting objects up to 20 pounds. - Constant communication with others through various channels including verbal, email, and chat of which the last two may require consistent use of a keyboard and mouse or another electronic device. - Work will be in a commercially reasonable temperature-controlled environment. - Occasional temporary exterior site review which could be in outdoor elements of wind, rain, or snow. - Will be required to work retail hours and Saturdays on a rotating schedule, retail hours are subject to change - Hours are Monday/Wednesday/Friday 8:30am - 5:00pm and Saturdays 8:30am - 12:00pm