Job Type
Full-time
Description
Department : Customer Service Center
Reports to : Customer Service Center Manager
FLSA : Non-Exempt
Last Modified : 11.20.24
Job Summary :
Responsible for assisting customers via Video Teller Machines, which includes completing a variety of teller transactions, providing expert customer service, participating in sales initiatives, and ensuring operational compliance. Also supports other Customer Service Center functions, as needed.
Essential Functions :
- Responsible for providing a variety of teller functions for customers through the Video Teller Machine.
- Provides professional, courteous, and efficient service to all internal and external customers as established by communicated expectations and in alignment with our brand and service standards.
- Responsible for identifying opportunities to refer products, services, or other lines of business and / or vendors that may provide needed services to customers.
- Responsible for sales goals and participating in activities designed to meet assigned goals.
- Strong knowledge of the Bank's products and services and the ability to recognize these with customer needs.
- Maintains knowledge of resources to assist in meeting customers' financial needs.
- Maintains privacy and integrity of customer information.
- Maintains knowledge of and ensures compliance with Federal and State banking regulations and adheres to Bank policies, procedures and information security.
- Maintains a professional workspace environment, both remote and in-office.
- In-branch consumer OLB set-ups and call backs.
- Purge Inactive OLB & Bill Pay customers.
- Token Activations.
- Review closed account report and remove OLB & Bill Pay Access.
- Process credit card payments accurately.
- Performs other duties as assigned.
Skills, Experience, and Training Required :
Excellent customer service skills.Completed or scheduled Product Knowledge class.Provides excellent communication skills and professionalism in a video environment.High school diploma or equivalent and a minimum of 1 year of experience in a similar customer service and / or sales position; or equivalent combination of education and experience.Previous banking experience preferred.Strong working knowledge of Microsoft Office.Highly adaptable to various tasks requiring accuracy, flexibility, and a high degree of confidentiality.A demonstrated ability to prioritize and accomplish varied tasks is required.Strong attention to detail and organizational skills are essential.Demonstrates ability to work independently while demonstrating sound judgment and decision-making skills.Physical Requirements and Working Conditions :
Prolonged periods of sitting at a desk and working on a computer.Must be able to lift up to 15 pounds on a regular basis.Workspaces are generally comfortable and pleasant.