Interactive Teller (Full Time)

KEMBA Financial Credit Union; Columbus (OH); On-site; USD 35,000 - 50,000; Full time

Job summary

KEMBA Financial Credit Union in Columbus, OH seeks an Interactive Teller to provide service support to members through multiple channels, handling deposits, withdrawals, account information, and related transactions while ensuring accuracy and compliance.

This role emphasizes friendly, member-centric service, opportunities to upsell appropriate financial products, and working under an Interactive Teller Supervisor; a high school diploma and teller experience preferred.

Qualifications

• High school diploma or equivalent required.
• Prior teller experience or equivalent preferred.
• Sales or customer service experience valuable.
• Strong attention to detail and accuracy.
• Professional demeanor and ability to be “On Stage” for extended periods maintaining a positive attitude.
• Excellent communication skills with appropriate grammar.

Responsibilities

• Handle basic and complex member service ITM interactions including deposits, withdrawals, payments, and account information; share drafts, shares, IRAs, rates, and Shared Branching.
• Identify and recommend new and alternative services to Members that will fit their financial needs.
• Meet or exceed service and productivity goals for this position.
• Perform duties in a compliant manner with policies and procedures; provide friendly, member-centric service.
• Assist other Interactive Tellers as needed.
• Develop understanding of Credit Union history, philosophy, organization, policies, and procedures; pursue training and certification.
• Relate well to others; negotiate, instruct, supervise, persuade, or speak with others; respond to supervision.
• Perform other duties as required by management.

Skills

Organizational skills

Attention to detail

Communication skills

Flexibility

Customer service

Professional demeanor

Positive attitude

Education

High school diploma or equivalent

Tools

Windows

Job description

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Reports to: Interactive Teller Supervisor

Status: Non-Exempt

Objective

The Interactive Teller will provide service support to Member transaction needs via multiple channels in a manner that is professional, friendly, and compliant with all policies and procedures. In doing so, the Interactive Teller will proactively recommend and refer new and alternative financial services to Members that best fit their financial needs.

Duties and Responsibilities

• Responsible for basic and complex member service ITM directed interactions related to member accounts including but not limited to
  • Deposits, Withdrawals and Payments
  • Account information
  • Share Drafts
  • Share Certificates
  • Money Markets
  • IRA’s
  • Share and Lending Rates and Terms
  • Shared Branching
  • Monitor transactions to avoid losses to Member and KEMBA from fraud
• Identify and recommend new and alternative services to Members that will properly fit their financial needs
• Meet or exceed assigned service and productivity goals established for this position
• Perform all duties in a manner that is 100% compliant with KEMBA policies and procedures
  • Provide friendly and member centric service for all requests
• Assist other Interactive Tellers with work as needed
• Develops an understanding of Credit Union history, philosophy, organization, policies, and operational procedures
• On a self-directed basis, continue to improve individual level of competency through training and certification on established educational programs
• Must be able to relate to other people beyond giving and receiving instructions:
• Can get along with coworkers or peers without exhibiting behavioral extremes
• Perform work activities requiring negotiating, instructing, supervising, persuading, or speaking with others
• Respond appropriately to criticism from a supervisor
• Performs other duties as required by management

Required Qualifications

• High school diploma or equivalent
• Prior teller experience or equivalent
• Prior experience in a sales/customer service environment
• Strong organizational skills and attention to detail
• Must value a high degree of accuracy
• Professional demeanor and ability to be “On Stage” for extended periods maintaining a positive attitude
• Excellent communication skills with appropriate grammar
• Basic PC skills (Windows)
• Willing to work a flexible schedule

Physical Demands

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

While performing the duties of the job, the employee is regularly required to sit; use hands to manipulate, handle, feel, and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus.