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Live Teller Connect Representative

Location : Huntington Beach, CA
Job Type : Temp/Contract
Reference Code : Huntington Beach
Required Years of Experience : 1 year
Required Education : High school diploma or GED
Job Industry : Banking - Financial Services

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.

Required Qualifications :

  • 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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