- The Video Teller Specialist delivers exceptional member service through Verve’s Interactive Teller Machine (ITM) channel
- This role supports members with financial transactions, product education, and service referrals in a digital environment
- Specialists are expected to embody Verve’s culture of proactive service, personalized support, and continuous improvement
- Facilitate a wide range of member transactions via ITM, including but not limited to deposits, withdrawals, payments, check cashing, and cash advances, while ensuring accuracy, compliance, and a positive member experience
- Enroll or modify payroll allocations and ACH per member request
- Order and re-order checks and check cards for members
- Provide exceptional member service while maintaining confidentiality
- Identify members’ needs and refer appropriate products and services
- Actively seek referral opportunities
- Support the achievement of individual and team sales goals
- Verify and balance currency, coin, and checks in the cash drawer at the end of each shift
- Comply with BSA/AML and OFAC regulations relevant to the position
- Complete all required annual online compliance training
- Attend required sales, service, and departmental training to enhance skills
- Demonstrate the Credit Union’s philosophy and adhere to Patch Values in all interactions
- Foster a culture of solutions, innovation, and continuous improvement
- Perform all other duties as assigned
- Recognize and act on opportunities to refer relevant products and services
- Operate ITM systems and core Member Service platforms confidently
- Learn and stay current on product offerings and services
Perform tasks with precision, especially in fast-paced environments