Teller - Virtual - Branch

Credit Union of America; Wichita (KS); On-site; USD 25,000 - 30,000; Full time

Job summary

Credit Union of America in Wichita, Kansas is seeking a member service specialist to use knowledge of credit union products and Interactive Teller Machines (ITM) to assist members with financial transactions while minimizing risk.

You will verify documents, adhere to federal regulations, and provide courteous, professional service. This on-site role requires attention to detail, the ability to balance transactions daily, and ongoing adherence to BSA/AML policies.

Qualifications

• One month to twelve months of related experience.
• High school education or GED required.
• Maintain confidentiality and discretion; require diplomacy in communication.
• Good listening and friendly communication with the public.
• Physical requirements include standing, walking, sitting, lifting up to 10 pounds.
• Office environment; indoors year-round with climate control.

Responsibilities

• Provide members with courteous service via video technology through ITM.
• Process deposits, withdrawals, transfers, loan payments, inquiries and research.
• Maintain current knowledge of services and refer to staff to grow member relationships.
• Balance transactions daily.
• Perform other duties as assigned; trained annually; follow BSA/AML requirements.

Skills

Interpersonal skills

Punctuality

Communication skills

Customer service

Education

High school diploma or GED

Job description

This is not a remote position.This is not a remote position.Role: Use knowledge of credit union products and services to assess members' needs and assist with their financial transactions while minimizing risk related to negotiable instruments, documents of identification, transaction authority, and funds availability. Analyze information presented in virtual tellering systems through an Interactive Teller Machine (ITM). Evaluate documents presented by the member for authenticity. Adhere to all federal regulations and all TAP Center policies, including transaction limits for both cash and checks.

Essential Functions & Responsibilities

• Provide members with engaging, courteous and professional service in a timely manner via video technology through an Interactive Teller Machine (ITM).
• Receives and processes member financial transactions, including but not limited to deposits, withdrawals, transfers, loan payments, balance inquiries, account research and product information.
• Maintains current knowledge of Credit Union services, products, policies, and procedures. Identifies opportunities to expand our members’ relationships with the Credit Union through education and referrals to branch personnel.
• Balances transactions daily.
• Perform other duties as assigned by supervisor. Employees shall be trained annually, demonstrate an understanding of and follow the requirements of the BSA/AML Compliance Program as it specifically relates to their job.

Knowledge And Skills

• Experience:One month to twelve months of similar or related experience.
• Education: A high school education or GED.
• Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
• Other Skills:Punctual, mentally alert, professional in appearance and manner. Good listening skills, ability to greet the public and communicate in a friendly and tactful manner.
• Physical Requirements:The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands and fingers, handle or feel; reach with hands and arms, climb or balance, stoop, kneel, crouch, crawl; talk or hear. The employee must occasionally lift and/or move up to 10 pounds. Vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.
• Work Environment: Office position; works indoors year-round; may be exposed to indoor temperature adjustments; heating and cooling vents distribute regulated air.