Personal Experience Representative (Video Teller)

Saint Louis, MI - USA

Monthly Salary: Not Disclosed

Posted on: 20 hours ago

Vacancies: 1 Vacancy

Job Summary

Job Title: Personal Experience Representative (ITM Agent)

Reports To: Manager ITM & Email Support

Positions Supervised: N/A

FLSA Status: Non-Exempt

Job Summary

The Personal Experience Representative (ITM Agent) is responsible for assisting members with a wide variety of services and advisement in utilizing company products and services in order to meet personal financial goals and provide the highest quality customer service. This position builds positive member relations by providing prompt efficient accurate courteous and personalized service to members.

Job Responsibilities

The intent of this job description is to provide a representation of the types of duties and level of responsibilities required of this position and is not intended to be an exhaustive list of all responsibilities duties and skills. Team members may be directed to perform job-related tasks other than those specifically stated in this description.

Educates members on Credit Union products and services promoting a positive relationship between the members (internal and external) and the Credit Union.
Conducts engaging real time interactions and virtually processes member transactions received via Interactive Teller Machines (ITMs) including deposits withdrawals transfers and loan payments; ensures that proper identification and endorsements are obtained for all transactions.
Processes member requests for check orders address changes loan advances opening sub accounts open/close shared certificates account closures etc. where first contact resolution is possible and creates a low effort escalation to the appropriate dept or team member as needed.
Balances checks received and assigned cash drawers.
Cross trains to assist with relevant email and call queues.

Required Qualifications

An equivalent combination of education training and experience will be considered.

High school diploma
2 years relevant professional experience

Preferred Qualifications

Financial institution experience

Knowledge Skills and Abilities (KSAs)

A representation of the knowledge skills and abilities necessary to perform this job competently.

Knowledge of applicable laws and regulations including but not limited to the Bank Secrecy Act (BSA) the Patriot Act and the Office of Foreign Assets Control (OFAC).
Ability to interact face-to-face using electronic media and over the phone with customers and co-workers in a clear confident friendly and polite manner.
Ability to use tact and diplomacy and present a professional personal appearance.
Proficiency with computers office software internet browsers and related technologies.
Courtesy and tact in personal contact with members and others inside and outside the organization.
Skilled in providing instructions with critical thinking skills to identify when warm transfers to other divisions are necessary.
Strong verbal and written communication skills.
Capacity to work independently while meeting KPIs.

Work Environment

Environmental or atmospheric conditions commonly associated with the performance of this jobs functions.

Hybrid work environment with the utilization of on-line technology including various computer programs and systems.
On-camera video interactions with members for the significant majority of the work day.

Physical Abilities

The physical demands described below are representative of those that must be met by an employee to successfully perform this jobs essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Ability to work at a computer in a stationary manner up to 8 hours daily.

Together Credit Union is an Equal Opportunity employer. The Credit Union complies with appropriate federal state and local laws and provides equal employment opportunities without regard to race color religion gender age sexual orientation gender identity or expression national origin military orveteran status disability (including pregnancy) genetic information or any other protected status to all qualified applicants and employees. Together Credit Union is committed to a policy of non-discrimination and dedicated to providing a positive discrimination-free work environment.

Required Experience:

Unclear Seniority

Job Title: Personal Experience Representative (ITM Agent)Reports To: Manager ITM & Email SupportPositions Supervised: N/AFLSA Status: Non-ExemptJob SummaryThe Personal Experience Representative (ITM Agent) is responsible for assisting members with a wide variety of services and advisement in utilizi...