POSITION PURPOSE - Consistently presents a pleasing, professional image. Displays an engaging, on-screen presence,
positive attitude, and effective communication style through video conferencing. Creates opportunities to "cross-sell" the benefits and services of the credit union. Handle member inquires, transactions, and account maintenance by use of ITM and off-line electronic channels. Develops and maintains exemplary public relations skills, and excellence in over-all job
responsibilities.

ESSENTIAL JOB FUNCTIONS

Ø MEMBER FOCUS - Assumes responsibility for the efficient, effective, and accurate performance of teller functions to be processed using the ITM. Educates members to help them with comfortable, competent usage of the interactive technology. Facilitates ITM process for the members by providing step-by-step guidance through the ITM process. Provide information on Credit Union services or policies, including eligibility for membership, types of Credit Union accounts, various interest rates, current dividend rates, branch locations, office hours and telephone numbers.

Ø PERFORM MEMBER TRANSACTIONS - including but not limited to the following: Deposits, withdrawals, cash advances, loan payments, transfers, and check cashing. Accepts requests for stop payments, wire transfers, file maintenance on accounts, order debit/credit/ATM cards, member printouts, and check copies. Provide members with account status
information, including current balances and accurate loan payoff information. Provide accurate accounting of transactions by balancing.

Ø ACCOUNT MAINTENANCE - Ensure members receive efficient, courteous, and accurate responses through all Credit Union electronic channels in the Contact Center (Call Center, E service center). Effectively Member ID verification through scanned ID, Email requests, chat, online banking troubleshooting, secured messaging, XA online applications and ITM transactions listed below.

Ø POLICY COMPLIANCE - Comply with the rules and regulations of the Credit Union, as well as department policy to
minimize losses. Meet BSA and CTR compliance guidelines.

Ø AGGREGATE TELLER BALANCING RECORD - Maintain over and short GL within acceptable limits. Account for all moneys assigned and handled through the ITM. Maintain acceptable cash drawer limits, and GL balancing.

Ø SALES & SERVICE PERFORMANCE - Effectively refer products and services and their features and benefits as outlined in the CUNA “Creating Member Loyalty” program. Track referrals, member relations and contacts using the program software. Sales efforts may include, but not limited to, referrals, Sales and Service mystery shops, overflow incoming calls and out
bound sales calls.

Ø DECISION MAKING AND JUDGMENT - The ability to make sound decisions that are timely, well researched and reflect an awareness of impact. Effectively identify potential fraudulent situations and negotiable items to prevent loss.

Ø SELF/TIME MANAGEMENT - Work independently with minimal supervision and use effective time management, while
maintaining control /oversight of all assigned projects and responsibilities.

Ø TEAMWORK AND COOPERATION - Promote a positive, productive, and professional working environment. Engaging in the practice of cooperation, understanding, respect and sensitivity for coworkers and members alike.

OTHER BASIC DUTIES

• Report to work on time, as scheduled and abide by Red Canoe Credit Union’s ERG pertaining to attendance.
• Stay current with operational changes and required training.
• Professional appearance and demeanor for a video teller.
• Ability to understand the particulars of monetary transactions.
• Ability to organize and prioritize multiple projects and responsibilities while working in a fast-paced, deadline-oriented

environment.

• Ability to be flexible and responsive to provide the highest quality of service to internal and external members.
• Must possess and exhibit a high degree of professionalism, maturity, and patience.
• Remain accurate and consistent throughout all transactions.
• Refer credit union products and services.
• Keep workstation clean and organized; keep supplies stocked to ensure preparation and promptness to meet our member’s needs.
• Research problems for members.
• Post mail as needed.
• Accurately receive and disburse coin and currency through the ITM
• Adhere to teller over/short guidelines and balance teller functions daily
• Develop computer skills required to meet job expectations. Balancing of checks and currency and ITM GL. Investigates and resolves out-of-balance conditions. Balances member interactions with ITM.
• Resolves member issues or complaints through demonstrated knowledge of credit union products conducting research to meet member needs.
• Can restrict electronic account access as deemed necessary to prevent financial loss to the credit union or to the member.
• Maintain thorough knowledge of Red Canoe Credit Union services.
• Observe all Red Canoe Credit Union policies and department procedures.
• May cross-train within the department for back-up purposes.
• Respond to Red Canoe email group, chat, online banking admin, online banking registration and cancellation, XA applications or any other remote Call Center channel for membership.
• Other duties as assigned.

BASIC REQUIREMENTS

• Must be bondable.
• Friendly and outgoing.
• High degree of accuracy.
• Working knowledge of Red Canoe Credit Union services.

MINIMUM QUALIFICATIONS

• High school diploma or equivalent.
• Teller training or cash handling experience.
• Basic office skills/minimum typing speed of 40WPM
• Complete the appropriate Teller Pathway necessary for promotion.
• Ability to hear by telephone and in person.
• Ability to read English by sight; and, both speak and write English.

ESSENTIAL MENTAL, PHYSICAL & ENVIRONMENTAL DEMANDS

• General - The physical demands described here are representative of those that must be to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or finger, handle, or feel objects, or controls. The employee is occasionally required to stand; walk; sit; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl.
• Physical - Office mobility required. Approximately 20% standing, 70% sitting, 10% walking, as need demands. Possess sufficient manual dexterity to skillfully operate standard office equipment including a computer or typewriter keyboard, 10-key

calculator, facsimile machine, copy machine and telephone. Other demands include talking, handling & reaching, seeing (corrected vision) and hearing in normal range. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. A telephone device to enhance hearing will be provided if
needed. Occasional light lifting. The employee must occasionally lift and/or move up to 60 pounds. Periodic inter-branch or interdepartmental access may be required, including for distribution and access to various materials, equipment, meetings, etc. Storage and retrieval of materials, maximum reach required is 84 inches.

• Mental - Mental effort required involving considerable organization, planning and analytical efforts with superior communication. General demands include: alertness, memory, observation, empathy, ingenuity, learning ability, problem solving; patience; initiative; objectivity, creativity, speaking ability, reading and writing ability, judgment, persuasiveness, concentration, flexibility, precision, and auditory discrimination.
• Environmental - Minimal discomfort from heat, dust, air conditioning. The noise level is usually moderate, including external road noise. Transport within remote branch and/or main office/facility may be single or multilevel (as required) including a variety of stairways, elevators, etc. Exposure to computer and other electronic equipment. Lunch/break area exposed to microwave. Facility is 100% free of tobacco smoke.
• Equipment - Essential equipment used includes, but may not be limited to: telephone, personal computer, other on-line computer terminal(s), calculator, and office security systems. Non-essential equipment generally includes paper shredder, typewriter, photocopy machine, facsimile (fax) machine, etc.

Red Canoe Credit Union provides the following benefits to all employees.

• Medical, Dental & Vision Insurance
• Employee Assistance Program
• Life Insurance
• 401K with employer match
• Wellness Program
• Flexible Spending Account
• Vacation & Sick leave
• Paid Jury Duty Leave
• Paid volunteer time

A few more perks

• Annual logo wear allowance
• Gym Reimbursement
• Tuition Reimbursement for full time employees
• Employee loan discount

EEO/AAEmployer/Vets/Disabled/Race/Ethnicity/Gender/Age