Video Teller Specialist

VERVE A CREDIT UNION • Oshkosh, WI

2d • Onsite

About The Position

The Video Teller Specialist delivers exceptional member service through Verve’s Interactive Teller Machine (ITM) channel. The role supports members with financial transactions, product education, and service referrals in a digital environment. Specialists are expected to embody Verve’s culture of proactive service, personalized support, and continuous improvement.

The position is based at the Oshkosh, WI Main St location. Saturday hours are required on a rotating basis. The work environment is a business office with noise levels that are usually quiet to moderate. The role involves using a computer, keyboard, and phone, and may occasionally require lifting and moving items weighing up to 30 pounds.

The description notes that its duties and qualifications represent the general nature and level of the work and are not a comprehensive inventory; additional duties may be required.

Requirements

• High school diploma or equivalency required.
• Strong verbal and written communication skills.
• Basic computer literacy, including keyboard, mouse, and standard software.
• Ability to operate ITM systems and core Member Service platforms.
• Ability to accurately and efficiently enter and update member financial records.
• Accurate math skills, including handling cash denominations and calculations.
• Ability to work independently with minimal supervision.
• Ability to manage multiple priorities and make sound decisions under pressure.
• Ability to adapt to new systems, processes, and challenges with a problem-solving mindset.
• Ability to comply with applicable federal and Credit Union regulations and interpret policies and procedures.
• Professional digital communication etiquette.
• Ability to sit or stand at a desk for most of the workday, talk or hear, and occasionally stand or walk.
• May occasionally need to reach with hands and arms; stoop, kneel, and crouch; and lift and move up to 30 pounds.

Nice To Haves

• One year of financial institution or customer service experience is preferred.

Responsibilities

• Facilitate member transactions via ITM, including deposits, withdrawals, payments, check cashing, and cash advances, while ensuring accuracy, compliance, and a positive member experience.
• Enroll or modify payroll allocations and ACH at members’ request.
• Order and reorder checks and check cards for members.
• Provide exceptional member service while maintaining confidentiality.
• Identify members’ needs and refer appropriate products and services.
• Actively seek referral opportunities and support individual and team sales goals.
• Verify and balance currency, coin, and checks in the cash drawer at the end of each shift.
• Comply with BSA/AML and OFAC regulations relevant to the position.
• Complete required annual online compliance training.
• Attend required sales, service, and departmental training to enhance skills.
• Demonstrate the Credit Union’s philosophy and adhere to Patch Values in all interactions.
• Foster a culture of solutions, innovation, and continuous improvement.
• Perform other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED