ITM Customer Service Representative

BTC BankFayette, MO
1dOnsite

About The Position

Customer service representative conducting teller transactions for an Interactive Teller Machine and responding to customer inquiries via video and audio meetings.

Requirements

  • High school diploma or equivalent.
  • Excellent verbal and written communication skills, including ability to clearly and effectively communicate through interactive digital devices.
  • Friendly and engaging personality with the ability to build a relationship through an interactive screen.
  • Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer service.
  • Ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices.
  • Provide a clean and neat appearance for webcam interactions, which includes BTC branded clothing.

Nice To Haves

  • Previous cash handling experience preferred.

Responsibilities

  • Assist customers with routine account-related requests such as: funds transfers, automatic funds transfers, stop payments, inquiries about bank deposit products and service charges, inquiries about debit card usage and limits, inquiries about checking and savings accounts transactions, inquiries about funds availability, and check verification requests by third parties.
  • Open all types of deposit accounts.
  • Process branch proof thru machine and balance daily.
  • Research and resolve customer problems, acting as the customer liaison between other bank departments when necessary, including printing statement and check copies.
  • Cross-sell bank products and services based on customer’s needs.
  • Count, check and package coins and currency.
  • Balance cash drawer at the end of the shift and compare totaled amounts to computer-generated proof sheet. Report any discrepancies to the supervisor as necessary.
  • Ensure that the teller station is properly stocked with forms, supplies, etc.
  • Report malfunctions of ITM terminals and other equipment used at the teller station.
  • Protect customer confidentiality and privacy.
  • Ensure that proper identification and endorsements are obtained for all transactions.
  • Use a combination of touch screens and video technology to offer a virtual and interactive version of an in-person banking experience.
  • Assist customers through the process by providing step-by-step guidance through the ITM process.
  • Assist customers with all routine teller machine transactions such as cash and check deposits, cash withdrawals, transfers and account balance inquiries.
  • Project good customer relations while conveying a positive banking and customer service experience utilizing video technology.
  • Receives checks and cash for deposits to accounts, verifies amounts, examines checks for proper endorsement, and enters deposits into computer records.
  • Cashes checks, process cash advances and process withdrawals; pays out money after verification of signatures and customer balances.
  • Promote and explain other financial institution services such as consumer and mortgage loans, IRAs, certificate of deposit, safe deposit boxes, traveler’s checks and money orders.
  • Receive mortgage, consumer loan and other payments and ensures the payments match balances due. Enter payments into computer and generate customer receipts.
  • Place holds on accounts for uncollected funds.
  • Other duties as assigned.
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