Video Teller

TTCU Federal Credit Union•Tulsa, OK

About The Position

The Video Teller provides real-time teller assistance to members from a centralized location through video transmission via an Interactive Teller Machine (ITM). The role processes a variety of transactions and provides information to members and non-members, accurately and efficiently meeting member needs while supporting a positive experience. Duties must comply with applicable regulatory requirements, including the Bank Secrecy Act. The position operates Monday through Friday from 9:00 a.m. to 6:00 p.m. and Saturday from 8:45 a.m. to 12:15 p.m., with a half day off during the week. Candidates must successfully pass a credit review, drug screen, and criminal background check, and provide professional employment references.

Requirements

  • High school diploma or GED.
  • At least 6 months of demonstrated customer service ability.
  • Valid driver's license that must be maintained.
  • Basic knowledge of Microsoft Office, including Word, Excel, PowerPoint, SharePoint (Teams), and Outlook.
  • Ability to navigate the Internet using Chrome, Edge, or Internet Explorer.
  • Ability to learn proprietary software, including Keystone, OnBase, Touché, Concur, and Cisco Agent Desktop.
  • Intermediate written and verbal communication skills to interact with members about financial transactions, resolve problems, and provide educational information about products and services.
  • Ability to work with confidential information and maintain confidentiality.
  • Ability to communicate clearly, follow complicated written and oral instructions, and perform basic mathematical calculations with extreme accuracy.
  • Ability to work independently or under supervision, plan work activities, and take direction.
  • Ability to handle multiple, simultaneous, and changing priorities and remain composed under deadlines, accuracy requirements, and fast-paced conditions.
  • Ability to interact calmly and professionally with diverse personalities and demonstrate discretion and high levels of customer service.
  • Candidate must pass a credit review, drug screen, and criminal background check and provide professional employment references.

Responsibilities

  • Process member transactions through ITM video transmissions efficiently and accurately, balancing regularly and notifying a supervisor of supply needs or concerns that could delay processing.
  • Contribute to cross-sell goals by building trusting member relationships, staying informed about products, services, and promotions, and using Touché Customer Relationship Management (CRM) to identify member needs and refer appropriate services.
  • Answer member questions through Teller Now Video, phone, call queues, and member-facing interactions, using resources such as handouts, peers, and supervisors.
  • Provide accurate, thorough information and build caring, trust-based relationships with members.
  • Perform duties in compliance with regulatory requirements, including the Bank Secrecy Act.
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