Interactive Teller (Part-Time)

Job Description

Job Description

Role

Responsible for accurately processing financial transactions and being an effective source of information for members - through the interactive teller machine system or by telephone. Provides friendly, professional, confidential and effective assistance to members and company associates assuring a positive experience and minimizing wait time.

  Major Duties and Responsibilities

• Demonstrate efficiency with financial transactions for checking, savings and borrowing customers: receives funds, posts transactions and pays out funds as requested. Verbally confirm intended transactions with customer to assure needs are met and minimize redoing.
• Identify products/services that might be beneficial to members and provide them with information about the products/services and how they would provide value to them and encourage them to upgrade their relationship with the credit union. Educate members about internet banking, eStatements, and other remote/eServices and assist in setting them up. Meet monthly referral goals as set by manager.
• Receives loan payments and savings deposits from members, addresses inquiries on accounts, records amounts and dates of payments and other significant information, checks customer calculations and validates checks and/or cash payments.
• Issues cashier checks and money orders, receives currency and verifies amounts, cashes checks according to written procedures.
• Research, troubleshoot and resolve member and internal inquiries regarding policies, practices and products.
• Balances cash drawer daily to assure accuracy in transactions and notifies supervisor regarding any outages. Appropriately applying policies.
• Assist other departments and branches with transactions as needed, provide support for the department and back office in fulfilling member requests and merchant verifications.
• Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Experience

Cash handling and customer service experience is strongly preferred.

Education/Certifications/Licenses

High school degree or GED required.

Interpersonal Skills

Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving and obtaining information, as well as advising or referring, which commonly require shorter discussions.