Interactive Teller
Company: CommunityAmerica Credit Union
Location: Blue Springs
Posted on: January 20, 2023
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Job Description:
Summary:
The Interactive Teller provides support and service to new and
existing Credit Union members using ITM digital video interactions,
phone calls and e-mails. Provides a prompt and professional member
experience while focusing on building and enhancing member
relationships to foster financial peace of mind.
Duties & Responsibilities:
Knowledgeable of and apply effective sales techniques including,
however not limited to; utilizing open ended questions, active
listening and comprehension skills, overcoming objections and
closing. Understand and apply savings policies, procedures and
dividend rates. Understand the consumer lending process as it
relates to cross-sell opportunities, loan products and interest
rates. Properly identify members on every interaction using
established guidelines and procedures. Provide accurate account
information using account security procedures. Recognize account
flags such as: holds, delinquent loans and screen messages before
disbursing deposit/loan checks. Recognize inconsistencies regarding
checks being deposited and account activity. Understand check hold
processes and procedures. Must be member focused and able to convey
information in an enthusiastic and positive manner. Greet members
enthusiastically and constantly look for ways to surprise and
delight them. Provide quality member service that exceeds the
members expectations. Communicate via camera and articulate clearly
and concisely with members in the drive thru. Process cash/check
transactions, including deposits, withdrawals, loan payments, bonus
checks and transfers from one account to another. Balance
electronic cash drawers throughout the day and at the end of each
shift. Perform financial transactions in an efficient and precise
manner. Support individual, team and credit union goals as
determined by credit union management. Utilize system software
provided. Promotes honest and open communication throughout the
credit union. Demonstrate behaviors that are consistent with the
credit unions values, philosophies and leadership characteristics.
Work with other credit union departments to insure the workflow or
process is providing the best service to the members.
Requirements:
Education and Experience High School diploma or equivalent. Six (6)
months to two (2) years experience in a financial institution,
contact center or customer service position. Must possess superior
problem solving skills.Knowledge, Skills, and Abilities Ability to
multi-task and adapt to change with systems, processes and
procedures PC literate Knowledge of or willing to develop sales
techniques Knowledge of credit union services and products
Appropriately resolve conflicts and escalated issues Ability to
function and thrive in a production environment Ability to work
effectively individually and within a team environment Ability to
resolve interpersonal conflict and mis-communications Knowledge of
spreadsheet software and use word processing software Ability to
maintain a high level of confidentiality
Keywords: CommunityAmerica Credit Union, Blue Springs , Interactive Teller, Other , Blue Springs, Missouri
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