Personal Teller Agent Job at Vantage Credit Union, Missouri

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  • Vantage Credit Union
  • Missouri

Job Description

Job Details

Level
Entry

Job Location
Admin Building - Saint Charles, MO

Position Type
Full Time

Education Level
High School

Salary Range
$18.00 Hourly

Travel Percentage
None

Job Shift
Day

Job Category
Banking

Description

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.
EDUCATION AND EXPERIENCE
  • Possess a high school diploma or equivalent.
  • One or more years of job-related experience in a financial institution (Credit Union or Bank) is preferred.
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**

Job Tags

Hourly pay, Full time, Temporary work, Work at office, Flexible hours, Shift work,

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