ITM Specialist

ChoiceOne Bank•Grand Blanc, MI

About The Position

ITM Specialist Non-Exempt – Grade Level 2 Equal Employment Opportunity Corporate Values & Mission “Provide superior service, quality advice and show our utmost respect to everyone we meet.” General Summary The primary responsibility of an ITM Specialist is to handle all phases of financial transactions through the Interactive Video Teller Machine channel while consistently providing a superior service experience to customers. Reports To: ITM Center Manager

Requirements

To perform this job successfully, an Individual in this position must be able to perform each of the above essential duties satisfactorily and exhibit the values of the Company.
High School Diploma or GED
Minimum of one (1) year of Call Center experience in banking, financial services, or goal-driven retail sales preferred
Bilingual preferred
Ability to work in an office environment which may include many hours of computer and telephone usage.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Nice To Haves

Minimum of one (1) year of Call Center experience in banking, financial services, or goal-driven retail sales preferred
Bilingual preferred

Responsibilities

Assist customers over an Interactive Video Teller Machine.
Provide friendly, helpful service that promotes financial discipline by:
Preparing for daily interactions with a professional mindset and an organized workstation.
Maintaining knowledge of the bank’s products, services, and processes.
Proactively greeting clients with a smile and warm tone.
Understanding the client’s objectives by asking appropriate questions and listening to the client’s responses.
Processing the transaction accurately and efficiently.
Following up with the clients to ensure satisfaction.
Proactively displaying teamwork and respect for other team members.
Follow all bank control, process, procedure, policy and audit requirements regarding both customer transactions and branch/ITM Center Operations.
Work within service standards for ITM transactions including meeting transaction time goals and service standards
Maintain, cross-sell, and refer all ChoiceOne products
Attends department meetings as scheduled.
Additional responsibilities as assigned.
Be familiar with and comply with the provisions of the Bank Secrecy Act and USA PATRIOT Act as they relate to the functions of this position. Complete all required reports related to those acts and reports any observed violations or potential violations of those acts to a supervisor or other appropriate bank officer.
Be familiar with and comply with all federal and state banking regulations as applicable.