Interactive Teller Machine Service Associate

Location 4645 N. 32nd Street,Suite A100,Phoenix, AZ, 85018,United States Employee Type Full Time Nonexempt Contact information Name Human Resources Description The Interactive Teller Machine (ITM) Service Associate is responsible for the day to day operations of the ITM up to and including the basic role of a teller with some exceptions and differences. Not all teller duties are functional at the ITM. This position is responsible for providing education for our members about credit union products and services. Due to the high trust involved with dealing with members’ financial security; work is performed accurately and in a manner consistent with the credit union’s mission.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

This position must effectively carry out the essential duties of this position in a positive manner that consistently demonstrates the core values of Notre Dame Federal Credit Union. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The duties identified below are the essential functions of the position and other duties may be assigned. In accordance with the MSA policies and procedures, the ITM Service Associate will perform the following non-exhaustive list of duties: Provides teller assistance to members and enhances member’s ITM experience via video technology. Facilitates ITM process for members by providing step-by-step guidance through the ITM process. Assists members with all routine ITM transactions, such as cash and check deposits, cash withdrawals, transfers and account balance inquiries. Projects exceptional member service while conveying a positive banking/ member service experience utilizing video technology. Initiates outbound calls in order to strengthen the relationships with member, increase our overall share in the market, and to help meet the strategic goals set by the Board of Directors. May recommend other credit union products and services to meet the member’s needs. Protects member confidentiality and privacy. Operational Compliance/Audit While performing duties and responsibilities, all should be maintained with a minimal level of operational errors. Adhere to record retention requirements of Notre Dame Federal Credit Union. Correctly and properly complete all member documentation. Adhere to all BSA onboarding CIP procedures. Abide by and follow Regulation B, Regulation CC and Regulation E. Continue to regularly educate members on Regulation D. Member Service Assist members in a consultative sales mentality. All ITM Service Associates are expected to serve as an expert financial consultant that will be able to readily recommend and assist members with financial literacy via offering products and solutions offered by Notre Dame Federal Credit Union. Responsible for having a vast understanding of all products and services offered at the credit union via ongoing training. Aid in handling member issues/concerns/complaints. Deescalate any outstanding issues members may have while in the branch or while calling into the branch. ITM Service Associates will be responsible for readily greeting, assisting and aiding all members that utilize the ITM with any needs they may have. In addition to this, the ITM Service Associate should look for opportunities with every interaction to further the relationship with the member. Actively profiles new and current members and cross-sells appropriate products and services to meet member’s needs. Track all referrals and member related issues via sales trackers and production trackers. Order checks for members as requested. Attend and take online courses as needed and assigned to continually increase knowledge and capabilities within the position. Positively promote the organization both internally and externally with all member and/or potential member interactions. Perform stop pays as requested by the member. Set up and create Automated Funds Transfers (AFT) for depository accounts and loan products. Operates computer to accurately post transactions, service accounts, access account information, and update member account information. Promotes a favorable image of, and goodwill for, the credit union in the community.

SUPERVISORY RESPONSIBILITIES:

None

PERFORMANCE STANDARDS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. This position will require the training programs developed and delivered to be effective, compliant, timely, relevant, and delivered within budget. Requirements

QUALIFICATION REQUIREMENTS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION AND/OR EXPERIENCE:

High school diploma or general education degree (GED); plus one to three years related experience and/or training in a full service financial institution; or equivalent combination of education and experience.

LANGUAGE SKILLS:

A qualified individual must be able to read, analyze, and interpret general business periodicals, professional journals, technical procedures, and/or governmental regulations. This position will require the ability to write reports, business correspondence, and procedure manuals and strong communication skills are necessary to effectively present information and respond to questions from groups of managers, the Board of Directors and individual members.

MATHEMATICAL SKILLS:

This position will require the ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals.

REASONING ABILITY:

A qualified person must be able to solve practical problems and to deal with a variety of concrete variables in situations where only limited standardization exists. Also, the ability to interpret a variety of instructions furnished in written, oral, or diagram form. OTHER SKILLS and ABILITIES: This position will require the use of credit union's computer system for input/output transactions. Such use includes but is not limited to retrieval of information, printing out individual statements of account, inputting data, updating information, special access to certain fields and general maintenance of the processing system as applicable to the Teller function; input, output, account summary, member folio maintenance, balancing function and related functions.

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by a partner to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the partner is regularly required to reach with hands and arms and talk or hear. The partner frequently is required to use hands to finger, handle, or feel objects, tools, or controls. The partner is occasionally required to stand, walk, and sit. The partner must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include the ability to adjust focus.

MENTAL DEMANDS:

The partner is frequently required to use alertness, precision, resourcefulness, problem solving, numeric calculations, persuasiveness, auditory perception, memory, creativity, concentration, judgment, writing ability, reading ability, reasoning, imagination, initiative, patience, visual perception, comparing, analyzing, and instructing.

WORK ENVIRONMENT:

The work environment characteristics described here are representative of those a partner encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate, but may increase to somewhat louder when printer operations are involved. Follows regulatory and policy compliance requirements, which would include those efforts in compliance with Bank Secrecy Act (BSA), Office of Foreign Asset Control (OFAC) and Anti-Money Laundering (AML) Regulations, and other compliance related Policies. Also this position requires maintaining confidentiality with regard to non-public information about our members. #J-18808-Ljbffr Partners In Recovery LLC