About The Position

The Interactive Banking Specialist provides exceptional customer service through Interactive Teller Machines, answering incoming calls, texts, and chats. This position greets, welcomes, grows, and conducts customer day-to-day transactions following PBT’s Benchmark Service Standards. Strong customer service, problem-solving, and teamwork skills are essential. The Interactive Banking Specialist displays a passion for exceeding customer expectations.

Requirements

  • High School Diploma or equivalent required
  • Strong product and system knowledge of teller, customer service, and ITM processes
  • Full understanding and commitment to PBT’s core values, policies, and procedures
  • 2 or more years of previous banking experience or equivalent job-related experience
  • Attention to detail, strong written and verbal communication skills, effective collaboration and ability to function well within a team setting, self-motivation, self-management, ability to consistently follow through on tasks, problem solving, organized, analytical, positive attitude, interpersonal skills, customer service, time management, computer literacy, strong ability to multi-task, applied leadership, and mentoring/training
  • Ability to speak effectively and communicate clearly
  • Ability to hear average conversations at a standard level in an office environment around other customers and bank personnel
  • The employee is regularly required to type throughout the day
  • The employee is regularly required to use hands to type and maneuver a mouse
  • Specific vision abilities required by this job include close vision, color vision, peripheral vision, depth perception, and the ability to adjust focus with 20/20 vision (with or without the assistance of eyeglasses/contacts)
  • The employee must occasionally lift and/or move up to 20 pounds (unassisted) as well as stand, sit, bend, kneel, squat, and walk for long periods of time
  • Ability to deal with a variety of variables under only limited standardization.
  • Strong numeric capabilities; Ability to add, subtract, multiply, and divide in all units of measure using whole numbers and common fractions.
  • Ability to read, analyze, and interpret documents. Ability to communicate clearly.

Responsibilities

  • Provide exceptional customer service to internal and external customers by accurately and courteously addressing questions and processing requests via ITM, phone, chat, text, in-person, or any other modes of communication
  • Engage customers according to PBT’s Benchmark Service Standards
  • Foster ongoing relationships that improve customer commitment
  • Recommend products to customers based on their needs and find solutions by actively cross-selling products and services
  • Respond to customer requests by providing simple and knowledgeable guidance to resolve issues
  • Accept deposits for checking and savings accounts, verify endorsements, ownership, and use of proper documents
  • Process requests for withdrawals and transfers between accounts
  • Cash checks according to bank policy and procedures
  • Balance Interactive Teller Machines daily
  • Access and utilize information from the computerized database to facilitate decision-making when processing customer transactions
  • Utilize email as a tool to promote effective communication among co-workers
  • Perform opening and closing procedures, while following security procedures
  • Follow policies, procedures, and regulatory requirements
  • Project a favorable image of the bank to the community
  • Various other duties as assigned
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