ITM Representative
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Overview
Job Description
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Job Type
Full-time
Description
Summary Description
- Process transactions for the members via video conference and the use of remote Interactive Teller Machines (ITMs), accurately and timely, while adhering to policies and procedures, eliminating loss to the credit union.
- Educate members on products and service, resulting in the member's ability to earn and/or save money.
Core Competencies
- Subscribe to the Credit Union philosophy, educating members on the benefit of being an owner.
- Assist members professionally and accurate, delivering exceptional member experience via the ITM.
- Perform transactions within defined policy and procedures, to include required reporting.
- Utilize loss prevention measures to minimize losses including the review of all negotiable instruments involved in transactions.
- Assist and perform administrative functions to include: Indexing of documents, Fund Transfers (wires), ITM balancing, image transfer, check image balancing.
- Educate members on current promotions and other product and services that would be beneficial to the member. Identify opportunities creating referrals for FSR follow up.
- Ensure smooth and efficient transition of members to branch staff if additional in person assistance is needed.
- Perform all available transactions per procedures via the Interactive Teller Machine (ITM).
- Perform Nightly balancing procedures for the virtual teller drawer and any needed ITM.
- Communicate effectively and efficiently with branch staff to ensure continual ITM functionality.
- Aid in set up and continued streamlining of the video teller and Express Branch concept.
- Dress professionally and within the specified video teller dress code.
Other Duties
- Process all incoming mail daily.
- Assist with all incoming chats/texts, secure messages, info emails, faxes, and voicemails.
- Aid in answering phone calls.
- Provide support to other staff members as needed.
- Performs other duties as directed or needed.
KNOWLEDGE, SKILL AND ABILITY
Knowledge of and ability to communicate effectively via video conference. Knowledge of financial products and services. Manual coordination to operate computer keyboard. Ability to think, soothe irate members, communicate with the members quickly and accurately in a pleasing manner. Ability to work effectively as a team member sharing duties and responsibilities and ensuring daily completion.
EDUCATION OR FORMAL TRAINING
High school diploma or equivalent.
EXPERIENCE
Technological and previous Teller experience preferred.
WORKING ENVIRONMENT/PHYSICAL ACTIVITIES
The physical demand described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl.The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth vision, and the ability to adjust focus. The work environment characteristics described here are representative of those an employee encounters while performing the essential duties of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
The employee is required to travel, by auto, to various branch locations as determined by staff training needs.
COMPENSATION & BENEFITS
Starting hourly rate - $17.03+ hourly depending on experience
Being a part of Partner Colorado CU has its benefits. We offer valuable benefits designed for you, your family, and your life. Our plans are cost-effective, convenient and provide ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. There is a potential for Annual Performance Bonus, Medical Plans, Dental, Vision, HSA, 401(k) match, Life/AD&D, Accident, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Identity Theft, Paid Time Off, Paid Holidays, Personal and Professional Development.
Salary Description
$17.03+ hourly depending on experience
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
