Personal Teller Agent

**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