ITM Relationship Advisor Part-Time-Tallahassee

ITM Relationship Advisor Part-Time – Tallahassee
Location: Tallahassee Ops Center, 2082 Summit Lake Dr, Tallahassee, FL 32317, USA

Job Summary
The ITM RA I is dedicated to servicing members through an engaging, on‑screen video experience. This role requires proactive, professional, and positive communication with members utilizing Interactive Teller Machines (ITMs) at remote locations. The ITM Specialist is responsible for processing transactional requests, providing education on products and services, and facilitating guidance for digital banking needs while adhering to our service behaviors.

Key Responsibilities

Engage with members through video communication, ensuring a seamless and friendly experience while assisting with transactions such as deposits, withdrawals, and account inquiries.

Educate members about ITM functionality and other digital banking services to enhance their banking experience.

Conduct consultative conversations about our products and services to ensure members are matched with a full suite of offerings that meet their needs.

Make informed decisions on check deposit holds and submit Suspicious Activity Reports for any unusual activity.

Place holds on accounts for uncollected funds in accordance with Reg. CC and Credit Union policy.

Cash checks and disburse money after verifying signatures and member balances.

Enter member transactions into dual computer software to accurately record transactions and issue computer‑generated receipts.

Ensure that your personal appearance is presentable, professional and upholds the Addition Financial brand.

Collaborate with team members to enhance member experience and operational efficiency.

Other duties may include but not be limited to servicing requests from the contact center, opening accounts for the new accounts team, and responding to messages from the message center.

Ensure that the ITM is in balance by regularly verifying cash levels and reconciling discrepancies.

Balance currency and checks in dual software at the end of the shift, comparing totaled amounts with data displayed to ensure accuracy.

Document member interactions and transactions accurately in the system.

Provide support and guidance to team members by sharing knowledge, best practices, and techniques to improve service delivery and transaction accuracy.

Assist in onboarding and training new staff on ITM operations, digital banking tools, and consultative sales techniques.

Qualifications

Prior experience in banking, or financial services, preferably in a role involving video communication or teller transactions.

Exceptional customer service and interpersonal skills. Must be able to work with frequent interruptions while multi‑tasking for accuracy within time limitations.

Detail oriented.

Good judgment and common sense.

Goal oriented.

Good listening, oral, and written communication skills, particularly in sensitive situations.

Benefits

401(k) with profit‑sharing contribution.

Comprehensive medical, dental, and vision coverage from leading insurance providers.

Continuing education and up to $5,000 in tuition assistance annually.

Generous vacation and sick pay.

Paid parental leave and volunteer time off.

Major holidays off including federal holidays.

Credit union benefits including reduced consumer/mortgage loan rates, free checks, and other financial services discounts.

At Addition Financial, we accept you for who you are. We are an equal‑opportunity employer and do not discriminate based on race, color, creed, religion, national origin, sex, marital status, age, protected veteran status, or disability/handicap in any aspect of employment. We welcome our team members’ diverse viewpoints and work together so that everyone’s voices are heard.

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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