Full-Time Interactive Teller Specialist
Full-Time Interactive Teller Specialist
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
JOB SUMMARY
ESSENTIAL FUNCTIONS
May include any and/or all of the following:
- Be prompt ready and logged in to assist members at your appropriate scheduled time i.e. arrival time breaks and lunches.
- Answer video transmissions via the ITM in a timely and professional manner.
- Guide members through self-service handling of account transactions and maintenance requests.
- Process paying and receiving transactions as needed and fill in on teller line as assigned.
- Actively listen and respond to member inquiries suggestions requests and concerns while providing exceptional service.
- Facilitate member transactions that require additional approval as needed utilizing decision making skills.
- Participate in the filling of ITMs and ITM maintenance as required.
- Monitor check deposits via the ITM and determine whether additional holds are needed.
- Carry out check hold processes and procedures while being able to recognize inconsistencies regarding checks being deposited and account activity while examining checks for endorsements and negotiability.
- Achieve and maintain all required performance goals and quality measurements.
- Follow procedures to process returned mail i.e. updating addresses with appropriate verification and reaching out to members for address verification while noting any red flags.
- Adhere to the clean desk policy to secure member information and follow opening and closing procedures.
- Assist Spanish-speaking members when applicable.
- Remain informed alert and vigilant as it relates to fraud and/or scam activity.
- Key relevant member activity and interactions into Symitar Notes to consistently provide a better member experience from all employees interacting with the member.
- Perform all other duties as assigned.
KNOWLEDGE SKILLS ABILITIES AND PERSONAL CHARACTERISTICS
- Knowledge of:
- Credit Union products and services including being able to understand check hold processes and procedures
- Microsoft Office Suite
- Technology and various software programs
- Paying and receiving functions including policies practices standards and computer transactions
- Ability to:
- Read and interpret a variety of instructions furnished in written oral diagram and schedule form
- Provide accurate and thorough answers to member questions via ITM.
- Prepare for daily interactions with a professional mindset and an organized workstation free of distractions.
- Write routine reports and correspondence and speak effectively before members and employees
- Maintain confidentiality and professionalism
- Carry out Credit Union mission philosophies values and practices
- Skill in:
- Strong verbal and written communication
- The ability to serve and communicate effectively and efficiently in a timely manner through video digital banking messages e-mail and live chat forums
- Participate in a productive team environment
QUALIFICATIONS
Critical Development Experiences:
Pursue opportunities for professional growth and development through training education and self-study
Successfully complete all applicable compliance training and testing
Education and experience equivalent to:
A minimum of one year up to three years of similar or related experience including preparatory experience
A high school degree or equivalent
REQUIREMENTS
Regular attendance and timeliness are essential functions of this position. While performing this job the employee is regularly required to sit or stand for a significant period of time and perform functions that require manual dexterity. The employee must occasionally reach above or below normal body position stoop or bend and carry lift or move objects weighing up to 25 pounds. A normal range of hearing vision and speech are required to effectively work with co-employees and members.
REGULATORY COMPLIANCE & CONFIDENTIALITY
Follows regulatory and policy compliance requirements which include those efforts in compliance with Bank Secrecy Act (BSA) Office of Foreign Asset Control (OFAC) and Anti-Money Laundering (AML) Regulations Identity Theft Red Flags and other compliance related Policies. This position also requires maintaining confidentiality with regard to non-public information about our members and the Credit Union.
Equal Opportunity Employer/Veterans/Disabled
Truity is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin or protected veteran status and will not be discriminated against on the basis of disability.
If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited in the ability or unable to access or use this online application process and need an alternative method for applying you may contact 918.336.7662 or for assistance. You may also contact us at that same number and email if you would like to see a copy of our Affirmative Action Plan.
This job description should not be interpreted as all inclusive. It is intended to identify the duties responsibilities and requirements of this job. Incumbents may be requested to perform job-related responsibilities and tasks other than those stated in this description. Any physical demand of essential function or requirement of this position will be evaluated as necessary should an incumbent/applicant be unable to perform the function or requirement due to a disability as defined by the Americans with Disabilities Act (ADA). Reasonable accommodation for the specific disability will be made for the incumbent/applicant when possible.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
