ITM Agent

BankPlus•Ridgeland, MS

11d

About The Position

At BankPlus, we strive to add value for our employees, customers and shareholders. We are a high-performing TEAM committed to fulfilling promises, building lasting relationships, and making dreams come true. All current employees must have a performance rating of Outstanding or High-Performing to be eligible to post for a position. General Position Scope: Responsibilities focus on assisting customers with account transactions and requests received via the Interactive Teller Machine (ITM). The ITM Agent is responsible for providing excellent customer service to customers.

Requirements

Bachelor’s Degree or
One year of similar or related experience in a call center, retail, public relations, or communications
Excellent time management and organization skills
Must be flexible with shifts and comfortable with emerging technologies
Direct dealings primarily with internal and external customers, as needed
General computer and typing experience with Microsoft Office Suite, to include Excel, Word, and Outlook
Excellent verbal and written communication skills
Extensive reading and computer usage, as needed
Work outside of regular business hours, as deemed necessary
Ability to make difficult decisions and handle multiple tasks with daily deadlines

Responsibilities

Provide the best possible service to all customers and ensure team members uphold the best customer service.
Greet customers with a friendly and confident demeanor.
Speak clearly during interactions, show enthusiasm and maintain a professional appearance.
Maintains professional appearance, patience, and empathy.
Sell and cross-sells Bank products to new and existing customers by assessing the customer’s needs and being knowledgeable of the features and benefits of the products.
Processes transactions via teller machine accurately and efficiently in accordance with established policies and procedures.
Verifies transactions and resolves discrepancies.
Balances daily transactions and verifies cash totals.
Investigates and resolves out-of-balance conditions.
Provides information and assistance on all BankPlus products and services, including fee schedule, CallPlus, e-BankPlus, CheckCards, branch information, i.e. location, hours.
Maintains a thorough knowledge of Bank products, services, policies, procedures and appropriate regulatory issues as related to daily job functions including but not limited to: Bank Secrecy Act; Privacy Act; Fair Lending Act; Regulation E, etc.
Completes required compliance training and adheres to the Bank’s standard of conduct.
Provides information on advertised promotions and sponsorships bank wide.
Backs up Customer Service Center queue as needed.
Attends and participates in team meetings with positive attitude and open mind.
Participates in the bank’s High-Performance Rewards Connections program.
Makes referrals to the Mortgage Center and Wealth Management.
Performs other duties as assigned.