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VANTAGE CREDIT UNION

Personal Teller Agent

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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.