Express Teller

Heritage-Federal-Credit-Union; City of Newburgh (NY); On-site; USD 36,000 - 42,000; Full time

Job summary

Heritage Federal Credit Union in Newburgh, NY is seeking an Express Teller to assist members with on-screen ITM transactions and to educate them about products, services and digital self-service options.

Starting pay is $17.80 per hour. This full-time role focuses on accurate processing, strong member service, cross-selling opportunities, security and compliance, and delivering a seamless banking experience.

Qualifications

• High school graduate or equivalent.
• Knowledge of Heritage products, services, policies and procedures.
• Familiarity with the core processing and ITM system.
• Experience in banking or customer service.
• Excellent communication skills
• Advanced PC skills
• Ability to provide outstanding member service
• Attention to detail.

Responsibilities

• Ensure efficient and accurate ITM transactions.
• Identify members per policies and procedures.
• Educate members and cross-sell products.
• Reconcile items against daily reports.
• Process transactions with efficiency and precision.
• Maintain professionalism and service quality.
• Meet or exceed member service metrics.
• Troubleshoot ITM issues.
• Adhere to security and risk protocols.
• Stay informed on product offerings and ITM functionality.
• Process incoming mail payments and update member records.
• Maintain address change files efficiently.

Skills

Customer service

Excellent communication

Attention to detail

Advanced PC skills

Education

High school diploma or equivalent

Tools

Interactive Teller Machine ITM system

Job description

Description

Heritage Federal Credit Union, recognized by American Banker as one of the Best Credit Unions to Work For, is growing thanks to our focus on helping our members and community. At Heritage, we foster a dynamic and collaborative environment where your contributions truly make a difference. We are searching for an Express Teller to join our amazing team!

The Express Teller will assist members with their needs through on-screen, video experiences, using the Interactive Teller Machine. This role is responsible for processing member transactions, and providing education on products, services and digital self-service options.

Starting Pay: $17.80 per hour

Full-Time

What you'll do:

• Ensure the efficient and accurate performance of Interactive Teller Machine (ITM) transactions.
• Accurately identify members in accordance with credit union policies and procedures.
• Facilitate complex transactions requiring additional layers of approval using sound judgment and decision-making skills.
• Actively educate members and cross-sell products by asking relevant questions, identifying needs, and offering appropriate solutions.
• Reconcile all negotiable items accepted via ITMs against daily reports to ensure transaction accuracy.
• Perform transactions with efficiency and precision, ensuring a seamless experience for all members.
• Maintain a high standard of professionalism, courtesy, and service quality in every interaction.
• Consistently meet or exceed member service metrics including call handling time, call wait time, and member satisfaction goals.
• Troubleshoot basic technical issues with ITMs to ensure continuous member access and satisfaction.
• Adhere to all security, compliance, and risk management protocols to safeguard member data and financial activity.
• Stay informed and up to date on product offerings, services, and ITM functionality to better assist members.
• Ensure efficient and accurate processing of all incoming mail payments, adhering to established procedures and timelines.
• Accurately manage and maintain return mail, including proper documentation, follow-up, and updating member records as needed
• Ensure all address change file maintenance is completed efficiently and accurately.

Qualifications/Experience Required:

• High school graduate or equivalent.
• Knowledge of Heritage products, services, policies and procedures.
• Familiarity with the core processing and ITM system.
• Experience in banking or customer service.
• Excellent communication skills
• Advanced PC skills
• Ability to provide outstanding member service
• Attention to detail

About Heritage Federal Credit Union

Heritage Federal Credit Union is a full-service financial institution with over $1 billion in assets and serves more than 65,000+ members in Gibson, Posey, Warrick, Vanderburgh, Daviess, Knox, Spencer, Pike, Perry, Crawford, Clark, Floyd, or Harrison Counties in Indiana; or Henderson, Daviess, Hopkins, Hancock, Ohio, McLean, Webster, Union, or Crittenden Counties in Kentucky; or Lawrence, Wabash, White, Gallatin or Hardin Counties in Illinois. As a nonprofit, credit unions provide low-cost financial services to their members and are mission driven. Founded in 1965, Heritage Federal is committed to improving daily lives of those we live and work with, providing members the best financial products and services, and giving back to the local communities through donations, sponsorships, and volunteerism. More information regarding Heritage Federal Credit Union can be located at heritagefederal.org.

EOE