Title: Interactive Teller
Reports to: Interactive Teller Supervisor
Supervises: None
Status: Non-Exempt
Objective
The Interactive Teller will provide service support to Member transaction needs via multiple channels in a manner that is professional, friendly, and compliant with all policies and procedures. In doing so, the Interactive Teller will proactively recommend and refer new and alternative financial services to Members that best fit their financial needs.
Duties and Responsibilities
- Responsible for basic and complex member service ITM directed interactions related to member accounts including but not limited to
- Deposits, Withdrawals and Payments
- Account information
- Share Drafts
- Share Certificates
- Money Markets
- IRA’s
- Share and Lending Rates and Terms
- Shared Branching
- Monitor transactions to avoid losses to Member and KEMBA from fraud
- Identify and recommend new and alternative services to Members that will properly fit their financial needs
- Meet or exceed assigned service and productivity goals established for this position
- Perform all duties in a manner that is 100% compliant with KEMBA policies and procedures
- Provide friendly and member centric service for all requests
- Assist other Interactive Tellers with work as needed
- Develops an understanding of Credit Union history, philosophy, organization, policies, and operational procedures
- On a self-directed basis, continue to improve individual level of competency through training and certification on established educational programs
- Must be able to relate to other people beyond giving and receiving instructions:
- Can get along with coworkers or peers without exhibiting behavioral extremes
- Perform work activities requiring negotiating, instructing, supervising, persuading, or speaking with others
- Respond appropriately to criticism from a supervisor
- Performs other duties as required by management
Required Qualifications
- High school diploma or equivalent
- Prior teller experience or equivalent
- Prior experience in a sales/customer service environment
- Strong organizational skills and attention to detail
- Must value a high degree of accuracy
- Professional demeanor and ability to be “On Stage” for extended periods maintaining a positive attitude
- Excellent communication skills with appropriate grammar
- Basic PC skills (Windows)
- Willing to work a flexible schedule
Physical Demands
The physical demands 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 the essential functions.
While performing the duties of the job, the employee is regularly required to sit; use hands to manipulate, handle, feel, and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus.
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