ITM Teller

Department: Virtual Retail Center                                                                          Reports To: Supervisor, Virtual Retail
Employment Status: Full Time                                                                              Classification: Non-Exempt

Position Summary:

This position provides real-time teller assistance to members from a centralized location through video transmission via the Interactive Teller Machine (ITM). Provides professional, prompt, and courteous service and respects the confidentiality of members while performing a variety of financial transactions. It is essential that Interactive Tellers are comfortable and proficient with technology devices and services, and can effectively communicate with members through video in a professional and customer-engaging manner.

Responsibilities:

• Through video transmission via the Interactive Teller Machine (ITM), processes a variety of financial transactions, including, but not limited to, deposits, payments, transfers, and withdrawals. Ensures proper endorsements and identification are obtained and follows Credit Union policies and procedures.
• Works with multiple software programs concurrently to complete transactions, and communicates with more than one member simultaneously.
• Provides a high level of professional and courteous service while observing due diligence for the validity of transactions.
• Performs end-of-day balancing according to procedures. Adheres to security, audit, and compliance requirements.
• Supports Credit Union growth by recognizing opportunities to promote Credit Union products to meet members’ needs. 
• Attends job-specific training classes as requested by the manager. This includes, but is not limited to, completing annual BSA/AML Compliance Training and understanding employees’ roles in maintaining an effective BSA/AML compliance program, and completing FACT Act Red Flag training.
• Demonstrates a commitment to the culture of PrimeWay by adhering to the G-VAL-HI promise, by openly contributing to the success of others on the team, and by living by the core values that define the CARING culture.
• Perform other duties as assigned by the manager.

Knowledge and Skills

• Able to prioritize tasks, deal effectively with competing and changing priorities, and meet deadlines. Accurate, detail-oriented, and organized. 
• Must be able to work under moderate supervision.
• Able to multitask in order to serve multiple members simultaneously.
• Good knowledge and understanding of Credit Union products, services, policies, and procedures.
• Must be able to maintain a high level of confidentiality.
• Able to cross-sell credit union products and services, achieve monthly goals by sending referrals to other retail locations.
• Good knowledge and understanding of regulatory compliance is necessary to perform job responsibilities successfully. This includes, but is not limited to, REG.CC and CTR requirements.
• Good knowledge and understanding of all Credit Union computer systems and software programs required to perform job duties. Must be able to use multiple software applications simultaneously.
• Must have excellent written and verbal communication skills and interpersonal skills in order to interact professionally and effectively with members via video transmission equipment. Must be comfortable, professional, and friendly on camera.

Experience

• Minimum of 1 year of experience in a bank teller, Teller Supervisor, performing cash handling and /or customer service, or similar position.

Education

• High school diploma or equivalent.

ADA Requirements

• Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 5 lbs. Must be capable of climbing/descending stairs in an emergency situation. Must be able to operate routine office equipment, including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on a computer for an average of 6-8 hours per day. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable, and timely attendance.