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Interactive Teller Representative I
Apple Federal Credit Union. Perform member service activities in person, through video, by mail, and/or by telephone .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates proficiency in member service activities, including cash handling, account management, and cross-selling credit union products. Possesses strong communication skills and the ability to operate ITM and remote ATM technology effectively.
Highest-signal resume keywords
Cash Handling ExperienceSymitar ProficiencySynapsys CRM ProficiencyExcellent Interpersonal SkillsAbility to Multi-task
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Cash HandlingAccount ManagementCross-sellingMath AbilityAttention to Detail
Soft Skills
Excellent Oral CommunicationExcellent Written CommunicationMember/Customer Service Skills
Tools & Technologies
ITM TechnologyRemote ATM TechnologyPC ProficiencyStandard Office Equipment
Industry Keywords
Bank Secrecy Act RegulationsFinancial Institution ExperienceInteractive TellerLoan ApplicationsDeposit Accounts
About the role
Key responsibilities & impact- Perform member service activities in person, through video, by mail, and/or by telephone
- Answer member questions about credit union services
- Process deposits, withdrawals, account transfers, loan payments, checks, and cash accurately
- Balance checks and cash to daily cash received vouchers
- Maintain working knowledge of ITM and remote ATM machines
- Assist members remotely with interactive teller and remote ATM technology
- Provide basic account information on loans, share products, and existing accounts
- Contact members regarding deposit accounts, loan applications, and other products as directed
- Record member activity and comments in Synapsys CRM
- Refer members to appropriate branch staff
- Follow Apple FCU products, services, policies, procedures, and Bank Secrecy Act regulations
- Complete Interactive Teller and branch training requirements
- Identify cross-selling opportunities and offer Potential Sales Opportunities through Synapsys
- Perform other member services and clerical duties assigned by the ITM Branch Manager
Requirements
What you’ll need- Minimum 12 months financial institution or cash handling experience
- High school diploma or equivalent (GED)
- Excellent interpersonal and member/customer service skills
- Ability to multi-task
- Excellent oral and written communication skills
- Ability to perform the role of an ITM and Teller
- Ability to learn and cross-sell credit union products and services
- Excellent math ability and attention to detail
- Ability to work in a remote teller environment and present oneself professionally through video
- Proficient in Symitar for posting teller transactions and inquiries on deposit and loan accounts
- Proficient in Synapsys CRM, including acting on PSOs, creating and inputting events, and retrieving and reading My Sales reports
- PC proficiency
- Ability to lift 25 lbs.
- Ability to use standard office equipment
- Successful completion of credit and background checks
Benefits
Comp & perks- Medical, dental and vision coverage
- 401(k) with employer match
- Paid time off
- 11 paid federal holidays
- Paid volunteer time
- Tuition reimbursement
- Ongoing training opportunities
- Annual TEAM Bonus plan
- Professional development opportunities
- Mentorship opportunities
- Supportive, collaborative workplace culture