ITM Personal Banker

Key Responsibilities

• Deliver professional, friendly, and efficient service through video interactions.
• Respond to customer inquiries and resolve routine issues.
• Accurately process customer transactions involving cash, checks, deposits, withdrawals, transfers, and loan payments.
• Maintain a welcoming and customer-focused experience during every interaction.
• Identify customer financial needs and recommend appropriate products and services.
• Generate referrals to various areas of the Bank and affiliated business partners.
• Participate in relationship development meetings, campaigns, and sales initiatives.
• Utilize Salesforce to document leads, referrals, and opportunities.
• Support the Bank’s commitment to providing financial solutions and personalized service.
• Process account maintenance requests, debit card PIN resets, travel notifications, and credit card payments.
• Complete CTR reporting and other compliance-related documentation when required.
• Respond to customer issues and make sound decisions that minimize risk to the customer and the Bank.
• Maintain accurate records, logs, and transaction documentation.
• Participate in required training programs, meetings, campaigns, and contests.
• Support branch operations by performing Customer Service Associate duties when needed.
• Collaborate with team members to ensure excellent customer service and operational efficiency.
• Contribute to a positive team environment and support community involvement initiatives.

Qualifications

• Minimum 12 months of sales and/or customer service experience in a retail environment.
• Strong verbal communication and interpersonal skills.
• Comfortable interacting with customers through video technology.
• Ability to multi-task and work within multiple computer systems simultaneously.
• Strong problem-solving skills and attention to detail.
• Knowledge of banking products and services preferred.
• Ability to handle customer complaints and routine problem resolution independently.