Interactive Agent I

ORNL Federal Credit Union•Oak Ridge, TN

About The Position

Interactive Agents serve our members by performing financial transactions, maintaining accurate records and balance, and providing information through the use of an Interactive Teller Machine.

Requirements

  • Use of a two-way audio and video screen for financial transactions.
  • Handling deposits, transfers, and loan payment transactions.
  • Providing information about current balances for all loan and deposit products.
  • Responding to member inquiries about products, services, rates, and options.
  • Explaining the use of various services and products for account access and utilization (electronic banking, ATM, credit/debit cards, money orders, cashier checks).
  • Educating and recommending beneficial products and services.
  • Serving as an ITM Ambassador to greet, educate, and assist new ITM members.
  • Engaging with members in person to share ITM benefits (extended hours, fast/convenient service).
  • Sharing member feedback with management.

Responsibilities

  • Provides efficient, professional & friendly service to members through the use of a two-way audio and video screen.
  • Handles deposits, transfers loan payment transactions, and provides information about current balances for all loan and deposit products.
  • Responds to member inquiries about products and services, rates and options.
  • Explains the use of various services and products to access and utilize accounts, including electronic banking, ATM, credit/debit cards, money orders, and cashier checks.
  • Educates and makes recommendations of beneficial products and services to members.
  • Serves as an ITM Ambassador by partnering with branches to greet, educate and assist new ITM members.
  • Actively engages with members in person to share benefits of using the ITM such as extended hours, fast and convenient service.
  • Shares member feedback with management in order to access future opportunities and enhancements.
  • Performs other job related duties as assigned.
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