Interactive Banker

Position Summary

The Interactive Banker is responsible for performing day-to-day operations of the Interactive Teller Machine (ITM) while adhering to policies and procedures, up to and including the basic role of a teller with some exceptions and differences. Not all teller duties are supported or available at the ITM.

Essential Duties And Responsibilities

• Provide teller assistance to customers and enhances customers interactive banking experience via video technology.
• Facilitate assistance for customers by providing step-by-step guidance through the ITM transaction processes.
• Afford customers with all routine teller machine transactions such as cash and check deposits, cash withdrawals, check cashing, loan payments, account transfers, and account balance inquiries.
• Project a professional image and good customer relations while conveying a positive banking/customer service experience using video technology.
• Advocate the benefits of products and services to promote customer enthusiasm and engagement.
• Protect customer confidentiality and privacy.
• Build customer loyalty through courtesy and friendliness, including addressing each customer by name.
• Research and resolve customer questions, inquiries, requests, and problems in an empathetic manner.

Minimum Qualifications (Education, Experience, Skills)

• Minimum 1 – 2 years of customer service or sales experience, 1 year of previous teller experience is preferred.
• Must be able to work variable hours including weekends, early and late shift hours.
• Professional appearance and demeanor.
• Exceptional oral, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions, understand procedures, and speak clearly to customer and employees.
• Ability to work effectively as a team member.
• Exceptional organizational and time management skills; ability to function well in a fast-paced environment.
• Comfortable with emerging technologies and virtual customer interactions.
• Maintain a complete understanding of regulatory and compliance policies and procedures.

Physical Demands and Work Environment

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.
• While performing the duties of this position, the employee is regularly required to talk and hear.
• The employee frequently is required to use hands or fingers, handle, or feel objects, tools or controls.
• The employee is occasionally required to stand; walk; sit; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl.
• The employee must occasionally lift and/or move up to 25 pounds.
• Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus.
• The noise level in the work environment is usually moderate.