Video Teller Advocate — Engaging, Precise Member Help

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

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