Virtual Teller/ITM Teller

Blue Sky Bank•Tulsa, OK

just now•Onsite

About The Position

Join Blue Sky Bank's team as an on-site Virtual Teller/ITM Teller in Tulsa, OK! Connect with customers. Solve problems. Deliver exceptional service from anywhere in the bank. As a Virtual Teller/ITM Teller, you will serve as a key point of contact for customers across the bank, providing exceptional service through phone, video, and digital channels. This role combines customer support, universal banking functions, account servicing, and operational expertise to help customers with their financial needs while supporting multiple branch locations. This position is often the first voice customers hear when contacting the bank and plays a vital role in creating positive experiences, strengthening relationships, and delivering innovative banking solutions.

Requirements

High School Diploma or GED
2–3 years of banking and/or call center experience required
Customer service experience required
Cash handling experience required
Valid driver's license, proof of insurance, qualifying motor vehicle record, and reliable transportation
Availability to work Saturdays as business needs require
Ability to travel between branch locations as needed
High level of professionalism and integrity
Strong customer service and customer satisfaction skills
Service-oriented, courteous, and respectful demeanor
Excellent verbal and written communication skills
Strong analytical and problem-solving abilities
Ability to work independently with minimal supervision
Ability to work effectively as part of a team
Ability to prioritize tasks, multitask, and meet deadlines
Strong attention to detail and organizational skills
Ability to navigate multiple computer systems and software applications
Flexible, adaptable, and committed to continuous learning
Strong work ethic and accountability

Nice To Haves

Associate degree or equivalent experience preferred

Responsibilities

Serve as the first point of contact for incoming calls from customers across all bank branches
Handle inbound and outbound customer calls with professionalism and efficiency
Explain bank products and services, answer questions, and resolve account-related issues
Follow strict customer authentication procedures for all interactions
Work independently while serving as a valued resource to teammates
Deliver outstanding customer experiences during every customer interaction
Perform ITM virtual/video teller transactions for multiple branch locations
Maintain a professional, camera-ready appearance and workspace
Assist customers with routine transactions through interactive banking technology
Provide a seamless and personalized banking experience through virtual channels
Open and maintain consumer and business deposit accounts
Review and verify new account documentation for accuracy and compliance
Process account maintenance requests and updates
Verify and process changes to existing customer accounts
Assist customers with stop payment requests and account servicing needs
Order checks and debit cards as requested
Take and process consumer loan applications in accordance with bank guidelines
Assist customers throughout the application process
Ensure loan-related documentation is completed accurately and efficiently
Assist customers with Digital Banking products and services
Troubleshoot digital banking issues and answer customer questions
Support customers with online and mobile banking needs
Provide guidance on available digital tools and resources
Process teller transactions and maintain accurate records
Balance and reconcile cash daily
Verify customer identity and transaction documentation
Identify proper endorsements, payees, and signature requirements
Determine when holds are necessary and apply them according to bank policy
Assist with wire transfer transactions while ensuring compliance and verification procedures are followed
Enter and maintain information in Retail logs and systems
Upload required documentation into designated systems
Utilize SharePoint and internal resources for policies and procedures
Serve as a liaison between Retail Banking and Deposit Operations
Gain and apply knowledge across multiple operational areas to support customers and teammates
Identify customer needs and recommend appropriate products and services
Promote bank products and services to strengthen customer relationships
Maintain thorough knowledge of bank products and services
Build customer loyalty through personalized solutions and exceptional service
Recognize opportunities to deepen banking relationships and enhance customer satisfaction
Follow all applicable banking regulations, policies, and procedures
Adhere to strict customer verification and authentication standards
Recognize fraud risks, phishing attempts, scams, and suspicious activity
Help prevent fraud and minimize bank losses through proactive risk awareness
Ensure compliance with all operational and regulatory requirements
Collaborate effectively with teammates and departments across the organization
Foster positive working relationships and a supportive team culture
Share knowledge, skills, and resources to support team success
Demonstrate accountability, reliability, and strong time management skills
Contribute to continuous improvement efforts and customer service excellence
Encourage and support coworkers while celebrating team accomplishments