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Interactive Video Teller Manager

Consumers Credit UnionLake Forest, Illinois, United StatesHybrid, Onsite

Join our team as a IVT Manager!


As an Interactive Video Teller Manager, you will develop, implement, and update an Interactive Video Teller (IVT) Business Plan for leadership. You will monitor and oversee aspects of the daily operations with a key focus on member satisfaction. Key driver for the IVT journey mapping for acclimating members to the technology, scripting for the team and branch personnel and coaching for performance.You will coordinate and direct the activities of the team to adhere to departmental scorecard goals, which includes metrics for member experience, referrals, transaction volumes and session wait times.

You will ensure the team provides excellent customer service and strives to meet CCU's expectations and defined metrics. Bring your excitement and energy to our team! (We appreciate passionate leaders, NOT “Bosses”.)

Schedule/Location:

This is a flex / hybrid position. Part of your work week will be onsite based at our Lake Forest office. The remainder of the week you'll be working remotely from home. 

Responsibilities:


  • Plans, oversees and leads the work of the team to meet departmental and individual operational objectives and goals. Coordinates new employee onboarding, training. Partners with Human Resources and management on hiring, termination, discipline and problem resolution decisions.
  • Provides input to leadership regarding team impact and involvement relating to the strategic plan and member experience initiatives. Presents scorecard results and department business plan to branch leadership, VP and Directors. Participates actively in the branch/video teller strategic workforce planning initiatives to understand critical positions, how the video tellers fit into this overall branch strategy and provide feedback on ideas for employee diversity.
  • Collaborates with Learning and Development partners to develop and implement IVT training curriculum. Oversees the IVT Sharepoint site and materials as the Content Keeper. Participates on the branch process and procedures committee to ensure all IVT procedures are updated and certified as needed.
  • Develops journey mapping strategies for the member experience utilizing the ITMs for transactional branch needs and the employee adoption of the technology in order to increase usage.
  • Monitors departmental dashboards and reporting to recognize trends in activity, adoption rates, and hours of use. Determines the correct course of action to resolve current or anticipated issues. Provides analysis to management and participates in leadership discussions related to the success and growth of the channel. 
  • Attends quarterly meetings with IT vendors to understand the current and future roadmap for the technology and the enhancements being made to better serve members using the ITMs. Provide technology insight to branch leadership and make recommendations for upgrades/enhancements as needed.
  • Actively participates in branch transformation projects and lends expertise for anticipated staffing levels for the channel and collaborate with management on the launch of the technology to ensure successful member adoption rates. Performs onsite coaching at branches in partnership with branch management to help ensure that lobby management and scripting is being followed and monitor how the video tellers are performing through the video sessions.
  • Responsible for the coaching and monitoring the IVT team on sales goals, service standards, referrals and incentives paid. Builds relationships with internal partners to ensure that knowledge and training for products is provided.
  • Coaches to the service quality review monthly results. Performs observations of live teller sessions, follows up on member survey comments and ensures that departmental overall satisfaction and feel valued goals are met through ongoing coaching of team members.
  • Ensures that the appropriate departmental policies and procedures are followed and communicates new or changing procedures to the team through employee departmental meetings and/or 1:1 meetings.
  • Responsible for activities aligned to support retention and engagement of the department, such as facilitating “stay conversations”, development plans for future growth, recognition of employees and performance evaluations. Establishes goals for current team members and new hires. Documents employee performance, as needed.
  • Coordinates the team schedule to ensure adequate coverage during peak hours and approves employee PTO/timesheets. Communicates scheduling concerns and equipment issues to branch leadership when coverage modification is needed at the branches to fill the staffing gap.
  • Communicates directly with Accounting for any balancing or check scanning errors. Assists in the troubleshooting of employee or machine balancing issues.
  • Ensures that tickets are opened with Information Technology or 3rd party vendors (QSI, Titan) for equipment issues. Works directly with the Branch Operations Manager through resolution. Communicates to branches as needed.
  • Acts as the lead for member escalations through the channel; serves as the first point of contact for employee issues, concerns, etc.
  • Lends support to the team when needed by taking member transactions. Leads by example with identifying member referral opportunities and providing exceptional service.
  • **Please note this is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Qualifications:


  • High School Diploma or GED – Minimum
  • Bilingual in Spanish preferred
  • Associate or bachelor’s degree in business related field – preferred
  • 4+ years in customer service, retail, call center or related experience
  • 3+ years in management/leadership experience in a fast-paced, challenging, and service-oriented environment
  • Outstanding leadership, management, and coaching skills
  • A true passion for service, tact, superior judgment, and excellent communication skills are necessary
  • Flexibility to work roughly 40 to 45 hours per week between the following hours:
  • Monday – Friday: 7:30 am-6:00 pm; and Regular Saturdays: 7:30 am-2:00 pm.

Questions?

Contact Keonna Boyd, Talent Acquisition or Christine Stotland, VP Retail Sales and Serivce

Life at Consumers Credit Union

Consumers Credit Union (CCU), headquartered in Lake County, IL, has provided unparalleled financial services to Members since 1930. The credit union offers a complete menu of products and services, including checking, debit and credit cards, vehicle loans, consumer loans, savings, money market and certificates of deposit, along with a complete range of mortgage products. CCU Membership is open to everyone, regardless of whom you are or where you live. This is uniquely different from most credit unions, where Membership is restricted by geography, employment or similar restrictions. You can contact CCU several ways. * Phone: 877 ASK CCCU (877.275.2228) * E-mail: ccu_info@myconsumers.org * US Mail: 1075 Tri-State Pkwy Suite #850 Gurnee, IL. 60031-1811 Consumers Credit Union has 10 branch locations, as follows (note: these are NOT mailing addresses; for mail, please use only the address listed above). * 2750 Washington Street, Waukegan, IL 60085 * 1210 S. Lake Street, Mundelein, IL 60060 * 2626 N. IL HWY 83, Round Lake Beach, IL 60073 * 4946 Grand Avenue, Gurnee, IL 60031 * 3737 N. Lewis Avenue, Waukegan, IL 60087 * 195 East Route 120, Volo, IL 60073 * 1334 Shermer Rd. Northbrook, IL 60062 * 2401 Plum Grove Road Palatine, 60067 * 22 W. Schaumburg Road Schaumburg, IL 60194 * 20413 N. Rand Road Kildeer, IL 60074
Thrive Here & What We Value- Commitment to exceptional member experiences- Transparency, simplicity, helpfulness, integrity, positivity, inclusion- Stable, growing company with a bright future- Generous paid time off (up to 4 weeks)- Comprehensive benefits package (medical/dental, vision coverage, tax-advantaged accounts, employee assistance program, tuition and student loan assistance, parental leave)- Core values: Be Helpful, Act with Integrity, Transparency, Simplicity, Positivity, Inclusion & Diversity- Employee development focus- Competitive pay and benefits- Equal Opportunity Employer- Accessibility for individuals with disabilities- Collaborative work environment- Professional growth opportunities- Flexible work schedule options
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