Interactive Teller Rep/Video Teller

WeStreet; Tulsa, Northern (OK, KY); Hybrid; USD 32,000 - 42,000; Full time

Job summary

TFCU is seeking a customer service-focused professional to handle video-interactive calls with members in a timely and professional manner. The role involves resolving account activity inquiries, transferring funds, wiring funds, stopping payments, ordering checks, and processing checks by phone and debit/ATM transactions while ensuring compliance with banking regulations.

Qualifications include a HS diploma, 1–2 years of related experience, and strong communication skills; proficiency with

Qualifications

• HS diploma or equivalent.
• 1–2+ years related work experience in a professional business environment, preferably in financial services.
• Strong communication skills, both written and spoken.
• Ability to analyze and resolve problems, with attention to detail.

Responsibilities

• Answer video interactive phone calls in a timely and professional manner.
• Provide resolution to member inquiries regarding account activity and balances.
• Transfer funds between accounts, wire transfers, stop payments, and order checks.
• Process checks by phone and debit/ATM card transactions.
• Achieve and maintain all required performance goals and quality measurements.
• Comply with applicable laws and regulations including the Bank Secrecy Act, Patriot Act, and OFAC.

Skills

Strong communication

Customer service

Problem solving

Multi-tasking

Learn new processes

Professional demeanor

Education

HS diploma or equivalent

Tools

Windows

Microsoft Office

Job description

• Answer video interactive phone calls in a timely and professional manner.
• Be positive and maintain professionalism at all times throughout the interaction.
• Provide resolution to member inquiries regarding account activity and balances, transfer funds between accounts, wire transfers, stop payments, order checks, process checks by phone and debit/ATM card processing.
• Achieve and maintain all required performance goals and quality measurements.
• Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
• Performs other duties as assigned.

To perform the job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION AND EXPERIENCE

• HS diploma or equivalent.
• 1 to 2 plus years related work experience required in a professional business environment, with financial institution experience preferred.

SKILLS AND COMPETENCIES

• Maintain neat and professional appearance.
• Strong oral and written communications skills required.
• Proficiency in the use of Windows and Microsoft Office based programs, required.
• Ability to analyze and solve problems.
• Ability to learn and apply new information or skills.
• Ability to observe and interpret people and situations.
• Ability to perform highly detailed work on multiple, concurrent tasks.
• Proficient technology skills and ability to adapt to new technology.
• Able to demonstrate good communication, customer service, and interpersonal skills.
• Able to work independently and exercise good judgment, initiative, tact and professionalism in representing TFCU with members, managers, staff and vendors.
• Excellent one-on-one and group interpersonal skills.
• Ability to define problems, collect data, establish facts and draw valid conclusions.
• Ability to deliver “stage performance” results on a daily basis.

Team Player

Works well as a member of a group

Detail Oriented

Capable of carrying out a given task with all details necessary to get the task done well

Dedicated

Devoted to a task or purpose with loyalty or integrity

Education

High School or better.

Experience

• 1 year: Customer Service
• 1 year: Call center environment

Equal Opportunity Employer
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.