Video Teller

TTCU Federal Credit Union; Tulsa (OK); On-site; USD 32,000 - 46,000; Full time

Job summary

TTCU Federal Credit Union seeks an ITM Teller to assist members via video transmissions from a centralized location. You will handle a variety of transactions, balance so accuracy is maintained, and use CRM tools to identify member needs and refer services.

The role emphasizes delivering excellent member service, maintaining confidentiality, and operating under regulatory requirements. A High School Diploma or GED is required, with at least 6 months of customer service experience.

Qualifications

• High school diploma or GED required.
• Reliable transportation required.
• 6 months demonstrated customer service ability.
• Ability to learn proprietary software and navigate multiple applications.

Responsibilities

• Process member transactions via ITM video transmissions with accuracy and efficiency.
• Balance transactions regularly to ensure accuracy; inform supervisor of needs to avoid delays.
• Assist members by building relationships and referring appropriate services using CRM tools.
• Provide accurate, thorough answers via Teller Now Video and phone, maintaining confidentiality and professionalism.

Skills

Customer service

Communication

Problem resolution

Education

High School Diploma or GED

Tools

Keystone

OnBase

Touche CRM

Concur

Cisco Agent Desktop

MS Office

Job description

Position Summary

Provides real time teller assistance to members from a centralized location through video transmission via the Interactive Teller Machine (ITM). Process a variety of transactions and provide information for members and non-members. Accurately and efficiently assist with member requirements while assuring a positive experience for each member. Perform duties in compliance with regulatory requirements including, but not limited to, the Bank Secrecy Act.

Essential Job Functions and Responsibilities

Through video transmissions via the Interactive Teller Machine (ITM), process member transactions demonstrating efficiency and good utilization of time in order to assist as many members as possible without negatively impacting the quality of the transaction. Responsible for balancing regularly to ensure accuracy in all teller transactions and making supervisor aware of any needs (supplies, concerns, etc.) to avoid delays in processing.

Contribute to the achievement of cross-sell goals by building trusting relationships with members, staying informed on current products, services and promotions and by utilizing Touche Customer Relationship Management (CRM) to help determine member needs and refer appropriate services.

Build caring relationships and earn the trust of TTCU members by providing accurate, thorough answers to member questions via Teller Now Video and phone, call queues and/or member facing, utilizing various resources including handouts, peers and supervisors.

Minimum Qualifications

Educational Requirements

High School Diploma or GED required

Certificates/Licenses

Must have reliable transportation

Experience

6 months demonstrated customer service ability

Job Knowledge

• Basic knowledge with Microsoft Office (Word, Excel, PowerPoint, SharePoint (Teams) and Outlook)
• Ability to navigate the Internet using Chrome, Edge, Internet Explorer
• Ability to learn proprietary computer software such as Keystone, OnBase, Touche, Concur and Cisco Agent Desktop

Interpersonal Skills

Intermediate written and verbal communication skills are required to effectively interact with members regarding financial transactions which may involve problem resolution and offer educational information regarding products and services. Ability to work with confidential information and maintain confidentiality at all times. Ability to create an atmosphere which promotes TTCUs Core Values by maintaining a high level of personal integrity, presenting a friendly, enthusiastic and professional demeanor while providing extraordinary service to members and fostering teamwork among employees.

Working Conditions

Routinely perform work indoors in climate-controlled shared work area with a moderate level of noise. Must be able to perform job functions either independently or under supervision and work effectively on own. Must be able to plan their own work activities as well as take direction. Must be able to read and carry out various complicated written and oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be able to perform basic mathematical calculations with extreme accuracy. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.

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.