Directions Credit Union · 15 hours ago
Video Teller (Not Remote)
Toledo, OH
Full-time
Onsite
Entry Level
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Responsibilities
Maintains excellence in delivering member service and exceeding the credit union and department service standards; greet and welcome members to the credit union in a courteous, professional and timely manner, providing prompt, accurate and efficient member service.
Through video transmission via the ITM process a variety of lobby and drive thru financial transactions including, but not limited to, deposits, payments, transfers, check cashing and withdrawals. Ensures that proper endorsements and identification are obtained and follows credit union policies and procedures.
Maintain thorough knowledge of the credit unions’ products and procedures, while strongly advocating our digital channels and always educating members on the ease of these services.
Maintain an up-to-date and comprehensive knowledge on all credit union products and services that are handled or promoted by tellers.
Cross-sells credit union products by answering inquiries; informing customers of new services and product promotions; ascertaining member’s needs; directing members to a branch representative.
Process all member requests, i.e. cash share drafts/checks and process withdrawals;, cash advances, etc.
Balance checks and electronic entries at the end of the shift and compare totaled amounts to computer generated balance sheet. Research and resolve discrepancies. Report any discrepancy to the supervisor as necessary.
Review items presented via remote channels (ATM/ITM, Mobile, Merchant). Review to include, but not limited to image quality standards and proper endorsements, loss prevention procedures, and account status and history. Deliver compliance notices to members as required based on item review.
Other duties as assigned.
The employee is responsible for reading and shall strictly adhere to all policies, rules and regulations, and training that have been or that may hereafter be established by or applicable to Company for the conduct of its employees, and further, Employee shall strictly adhere to all the provisions of the Company’s handbook(s).
Qualification
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Required
Maintains excellence in delivering member service and exceeding the credit union and department service standards; greet and welcome members to the credit union in a courteous, professional and timely manner, providing prompt, accurate and efficient member service.
Through video transmission via the ITM process a variety of lobby and drive thru financial transactions including, but not limited to, deposits, payments, transfers, check cashing and withdrawals. Ensures that proper endorsements and identification are obtained and follows credit union policies and procedures.
Maintain thorough knowledge of the credit unions’ products and procedures, while strongly advocating our digital channels and always educating members on the ease of these services.
Maintain an up-to-date and comprehensive knowledge on all credit union products and services that are handled or promoted by tellers.
Cross-sells credit union products by answering inquiries; informing customers of new services and product promotions; ascertaining member’s needs; directing members to a branch representative.
Process all member requests, i.e. cash share drafts/checks and process withdrawals;, cash advances, etc.
Balance checks and electronic entries at the end of the shift and compare totaled amounts to computer generated balance sheet. Research and resolve discrepancies. Report any discrepancy to the supervisor as necessary.
Review items presented via remote channels (ATM/ITM, Mobile, Merchant). Review to include, but not limited to image quality standards and proper endorsements, loss prevention procedures, and account status and history. Deliver compliance notices to members as required based on item review.
Other duties as assigned.
The employee is responsible for reading and shall strictly adhere to all policies, rules and regulations, and training that have been or that may hereafter be established by or applicable to Company for the conduct of its employees, and further, Employee shall strictly adhere to all the provisions of the Company’s handbook(s).
Company
Directions Credit Union
Directions Credit Union is a financial services company offering financial consulting, personal banking, and personal checking services.
Founded in 1953
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Barry Shaner
President and CEO
J
John Ustaszewski
Chief Financial Officer
Recent News
Company data provided by crunchbase
