Red Canoe Credit Union · 21 hours ago
ITM Agent I
Call Center, Longview, WA, US
Full-time
Onsite
New Grad, Entry Level
$19.88/hr - $29.83/hrRed Canoe Credit Union is a not-for-profit financial institution that values people over profit. They are seeking an ITM Agent I to provide efficient and accurate teller functions using interactive technology, assist members with transactions, and promote credit union services through effective communication and public relations skills.
BankingFinanceFinancial Services
Responsibilities
Assumes responsibility for the efficient, effective, and accurate performance of teller functions to be processed using the ITM
Educates members to help them with comfortable, competent usage of interactive technology
Facilitates ITM process for the members by providing step-by-step guidance through the ITM process
Provide information on Credit Union services or policies, including eligibility for membership, types of Credit Union accounts, various interest rates, current dividend rates, branch locations, office hours and telephone numbers
Deposits, withdrawals, cash advances, loan payments, transfers, and check cashing
Accepts requests for stop payments, wire transfers, file maintenance on accounts, order debit/credit/atm cards, member printouts, and check copies
Provide members with account status information, including current balances and accurate loan payoff information
Provide accurate accounting of transactions by balancing
Ensure members receive efficient, courteous, and accurate Reponses through all Credit Union electronic channels in the Contact Center (Contact Center, E service center)
Effective Member ID verification through scanned ID, Email requests, chat, online banking troubleshooting, and ITM transactions listed below
Comply with the rules and regulations of the Credit Union, as well as department policy to minimize losses
Meet BSA and CTR compliance guidelines
Maintain over and short GL within acceptable limits
Account for all money assigned and handled through the ITM
Maintain acceptable cash drawer limits, and GL balancing
Effectively refer products and services and their features and benefits as outlined in the CUNA "Creating Member Loyalty" program
Track referrals, member relations and contacts using the program software
Sales efforts may include, but are not limited to, referrals, overflow incoming calls and outbound service calls
The ability to make sound decisions that are timely, well researched and reflect an awareness of impact
Effectively identify potential fraudulent situations and negotiable items to prevent loss
Work independently with minimal supervision and use effective time management, while maintaining control /oversight of all assigned projects and responsibilities
Promote a positive, productive, and professional working environment
Engaging in the practice of cooperation, understanding, respect and sensitivity for coworkers and members alike
Report to work on time, as scheduled and abide by Red Canoe Credit Union’s ERG pertaining to attendance
Stay current with operational changes and required training
Professional appearance and demeanor for a video teller
Ability to understand the particulars of monetary transactions
Ability to organize and prioritize multiple projects and responsibilities while working in a fast-paced, deadline-oriented environment
Ability to be flexible and responsive to provide the highest quality of service to internal and external members
Must be able to work all hours of rotating shifts including opening and closing shifts
Must possess and exhibit a high degree of professionalism, maturity, and patience
Remain accurate and consistent throughout all transactions
Refer credit union products and services
Keep workstation clean and organized; keep supplies stocked to ensure preparation and promptness to meet our members’ needs
Research problems for members
Post mail as needed
Accurately receive and disburse coin and currency through the ITM
Adhere to teller over/short guidelines and balance teller functions daily
Develop computer skills required to meet job expectations
Investigates and resolves out-of-balance conditions
Balances member interactions with ITM
Resolves member issues or complaints through demonstrated knowledge of credit union products by conducting research to meet member needs
Can restrict electronic account access as deemed necessary to prevent financial loss to the credit union or to the member
Maintain thorough knowledge of Red Canoe Credit Union services
Observe all Red Canoe Credit Union policies and department procedures
May cross-train within the department for back-up purposes
Respond to Red Canoe email group, chat, online banking admin, online banking registration and cancellation, XA applications or any other remote Call Center channel for membership
Other duties as assigned
Qualification
Required
Must be bondable
Friendly and outgoing
High degree of accuracy
Working knowledge of Red Canoe Credit Union services
High school diploma or equivalent
Teller training or cash handling experience
Basic office skills/minimum typing speed of 40WPM
Ability to hear by telephone and in person
Ability to read English by sight; and both speak and write English
Benefits
Medical, Dental & Vision Insurance
Employee Assistance Program
Life Insurance
401K with employer match
Wellness Program
Flexible Spending Account
PTO leave
Paid Jury Duty Leave
Paid volunteer time
Annual logo wear allowance
Gym Reimbursement
Tuition Reimbursement for full time employees
Employee loan discount
Company
Red Canoe Credit Union
Red Canoe Credit Union provides financial and banking services.
Founded in 1937
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Amy Davis
Chief Marketing Officer
Deidra Miner
Chief Operations Officer
Recent News
2025-08-14
Company data provided by crunchbase