Interactive Agent I

About the role

Interactive Agents serve our members by performing financial transactions, maintaining accurate records and balance, and providing information through the use of an Interactive Teller Machine.

Responsibilities

• Provides efficient, professional & friendly service to members through the use of a two-way audio and video screen.
• Handles deposits, transfers loan payment transactions, and provides information about current balances for all loan and deposit products.
• Responds to member inquiries about products and services, rates and options.
• Explains the use of various services and products to access and utilize accounts, including electronic banking, ATM, credit/debit cards, money orders, and cashier checks.
• Educates and makes recommendations of beneficial products and services to members.
• Serves as an ITM Ambassador by partnering with branches to greet, educate and assist new ITM members.
• Actively engages with members in person to share benefits of using the ITM such as extended hours, fast and convenient service.
• Shares member feedback with management in order to access future opportunities and enhancements.
• Performs other job related duties as assigned.