Interactive Agent I

ORNL Federal Credit Union • Oak Ridge, TN

1d

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. Essential Functions and 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.

Requirements

• Financial transaction handling
• Accurate record-keeping and balancing
• Providing information via Interactive Teller Machine (ITM)
• Using a two-way audio and video screen for member service
• Handling deposits, transfers, and loan payments
• Providing current balance information for loans and deposits
• Responding to inquiries about products, services, rates, and options
• Explaining various services and products for account access (electronic banking, ATM, credit/debit cards, money orders, cashier checks)
• Educating members on beneficial products and services
• Serving as an ITM Ambassador
• Partnering with branches to greet, educate, and assist new ITM members
• Engaging with members in person to promote 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.

What This Job Offers

• Career Level: Entry Level
• Education Level: No Education Listed