Live Teller Connect Representative
Full Time
Huntington Beach, CA
Posted
Job description
- The primary role of the LTC (Live Teller Connect) Representative is to provide engaging member centric service to our members virtually through the Interactive Teller Machine.
- This includes, but is not limited to: handling requests for balance information, transfers, deposits, loan payments, account research, product information, and member service on deposit and loan accounts.
- The LTC Representative is constantly seeking out opportunities to expand our member’s relationship through member education as well as product and service solutions tailored to each member’s needs.
- This role provides member service and support handling requests of varying degrees of complexity; some routine in nature and others that require more extensive research and problem resolution skills to identify and resolve issues.
- The LTC Representative effectively assists members via LTC machines located at possible multiple locations. This position takes complete ownership of the members needs while meeting standards.
Qualifications:
High school diploma or GED
- 1 year of Banking experience either as a teller or a call center service representative.
- Knowledge of BSA, Regulation CC, D, E and all other pertinent regulations.
- Comprehensive knowledge of all deposit account products and all services.
- Working knowledge of all applicable Federal, State and NCUA regulations.
- Exceptional customer service skills, including tact and diplomacy, plus a desire to accommodate the needs of others.
- Exhibits an inherent ease with others.
- Demonstrated ability to respond to member prompts and offer financial products and services tailored to meet member needs.
- Ability to influence others when offering products and services, striking a balance between not giving up too easily and not being too persistent.
- Professional and courteous verbal and written communication skills.
- Ability to remain calm when helping difficult and/or irate members.
- Comfortable being evaluated against performance standards.
- Willingness to take initiative to achieve team goals and model a good work ethic for others.
- Proficiency in standard business computer software.
- Ability to acquire working knowledge of the Credit Union’s operating system.
- Proficient data entry, ten-key calculator, cash counting and math skills.
- Detail-oriented.
- Ability to acquire working knowledge of Credit Union products and services.
- Ability to become a subject matter expert in remote delivery channels and to discuss these channels with members.
- Demonstrated ability in using good judgment and discretion when handling confidential member account information.
- Ability to effectively handle fluctuating work demands.
- Excels in a fast paced work environment and has exceptional time management skills
- Willingness to keep work space/branch organized and tidy.
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