Video Teller

Ultipro; Tulsa (OK); Hybrid; USD 29,000 - 36,000; Full time

Job summary

TTCU is seeking a cashiering and member-services professional to operate Interactive Teller Machine sessions, process transactions, and ensure accuracy in a fast-paced environment. You will balance cash, assist members, and use CRM insights to offer suitable products and services.

Ideal candidates will have a High School diploma or GED, strong Microsoft Office skills, and the ability to learn multiple proprietary systems. Regular onsite work and reliable transportation are required.

Qualifications

• High School Diploma or GED required.
• Ability to learn proprietary software such as Keystone, OnBase, Touché, Concur and Cisco Agent Desktop.
• Basic knowledge of Microsoft Office (Word, Excel, PowerPoint, SharePoint/Teams and Outlook).

Responsibilities

• Process teller transactions via ITM with accuracy and efficiency.
• Balance transactions regularly and inform supervisor of needs to avoid delays.
• Build relationships with members to cross-sell products using CRM data.
• Provide accurate answers to member questions via Teller Now Video and phone.

Skills

Microsoft Office

Education

High School Diploma or GED

Tools

Keystone

OnBase

Touché

Concur

Cisco Agent Desktop

Chrome/Edge/IE

Job description

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 Touché 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

Additional Requirements

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, Touché, 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
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