Vantage Credit Union ยท 7 hours ago
Part Time Personal Teller Agent
Vantage Credit Union is seeking a Part Time Personal Teller Agent to process member transactions virtually. The role involves ensuring proper identification for transactions, understanding the Personal Teller Center functions, and providing exceptional member service.
Financial Services
Responsibilities
In real time, virtually processes member transactions including, but not limited to, deposits, payments, transfers, and withdrawals from a remote location by means of the Personal Teller Machine (PTM) system. Ensures that proper identification and endorsements are obtained for all transactions
Develops a thorough understanding of the hardware, software/applications, and processes that comprise Personal Teller Center functions and services, including but not limited to: our core transactional system, Teller Enterprise, PTMs, balancing and accounting processes, imaging and CRM applications, etc
Adheres to security, audit, compliance, and personnel requirements
When appropriate, takes advantage of cross-sell and referral opportunities, and provides members with solutions to financial questions/issues
Exhibits professionalism when answering member phone calls, emails, and other forms of electronic contact; consistently provide exceptional member service
Meets or exceeds individual service levels, productivity, and quality standards
Performs other individual and/or team tasks as assigned by the Personal Teller Manager
Qualification
Required
Excellent math/analytical ability
Sales ability and cross-selling skills
Proficiency in Microsoft Office, ability to use 10-key, and be willing to learn other programs and applications as needed
Can comfortably discuss member transactions, and credit union products and services via the remote PTM platform
Be a positive team player who appreciates working with a unified team, values appropriate feedback, input, and guidance from others, and shares ideas
Have effective communication and listening skills, possess above-average written and verbal communication skills (including correct spelling and proper grammar usage), and comfortably deal with members and employees at all levels
Be sensitive to executive protocol, able to recognize and deal with different personalities in a positive manner and have a high degree of poise and tact as a visible representative of the support departments, and ultimately, the credit union
Integrity and high moral responsibility
Professional appearance and demeanor
Analytical ability, with the incisiveness to ask discerning questions
Possess the ability to evaluate each situation as its own and think outside the box for solutions
Willing to put in the time necessary to get the job done. Be flexible and have a strong ability to adapt to changing situations
Occasionally remaining in a stationary position which may be standing or sitting for a prolonged period of time
Occasional travel or moving from one office location to another or from one department to another at the headquarters building
Occasional lifting, moving, or adjusting objects up to 20 pounds
Constant communication with others through various channels including verbal, email, and chat of which the last two may require consistent use of a keyboard and mouse or another electronic device
Work will be in a commercially reasonable temperature-controlled environment
Occasional temporary exterior site review which could be in outdoor elements of wind, rain, or snow
Will be required to work retail hours and Saturdays, retail hours are subject to change
Company
Vantage Credit Union
Vantage Credit Union is a leading, full-service financial institution.
Funding
Current Stage
Growth StageRecent News
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