Digital Teller Specialist: ITM & Member Services

Verve, a Credit Union; Neenah (WI); On-site; USD 32,000 - 44,000; Full time

Job summary

Verve, a Credit Union, seeks a Video Teller Specialist to deliver exceptional member service through the Interactive Teller Machine channel. You will assist with financial transactions, educate members on products, and refer services in a digital environment.

The role emphasizes proactive service, confidentiality, and adherence to BSA/AML standards while supporting team sales goals and continuous improvement in a fast-paced setting.

Qualifications

• High school diploma or GED is required.
• One year of financial institution or customer service experience preferred.
• Saturday hours required on a rotating basis.

Responsibilities

• Facilitate a wide range of member transactions via ITM, including deposits, withdrawals, payments, check cashing, and cash advances.
• Enroll or modify payroll allocations and ACH per member request.
• Order and re-order checks and check cards for members.
• Provide exceptional member service while maintaining confidentiality.
• Identify members' needs and refer appropriate products and services.
• Actively seek referral opportunities.
• Support the achievement of individual and team sales goals.
• Verify and balance currency, coin, and checks in the cash drawer at the end of each shift.
• Comply with BSA/AML and OFAC regulations relevant to the position.
• Complete all required annual online compliance training.
• Attend required sales, service, and departmental training to enhance skills.
• Demonstrate the Credit Union's philosophy and adhere to Patch Values in all interactions.
• Foster a culture of solutions, innovation, and continuous improvement.
• Perform all other duties as assigned.

Skills

Friendliness

Communication

Customer service

ITM operation

Basic computer literacy

Math skills

Multitasking

Problem solving

Regulatory awareness

Education

High school diploma or GED

Job description

Verve, a Credit Union, seeks a Video Teller Specialist to deliver exceptional member service through the Interactive Teller Machine channel. You will assist with financial transactions, educate members on products, and refer services in a digital environment.

The role emphasizes proactive service, confidentiality, and adherence to BSA/AML standards while supporting team sales goals and continuous improvement in a fast-paced setting.