Personal Teller Agent Position Available In St. Charles, Missouri

Personal Teller Agent 3.9 3.9 out of 5 stars 19 Research Park Court, Saint Charles, MO 63304 JOB

FUNCTIONS

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.

KNOWLEDGE

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. SKILLS Can comfortably discuss member transactions, and credit union products and services via the remote PTM platform. The position requires being comfortable, professional, and friendly on camera with members. 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.

QUALITIES

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.

EDUCATION AND EXPERIENCE

Possess a high school diploma or equivalent. One or more years of job-related experience in a financial institution (Credit Union or Bank) is preferred.

PHYSICAL REQUIREMENTS

The position requires the following physical activities within varying environmental conditions: 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 on a rotating schedule, retail hours are subject to change•