ITM Agent (Virtual Teller) - Part Time
About The Position
The Part Time ITM Agent provides professional customer support to members and potential members in a call center environment through interactive teller services. The role supports a sales and service environment aligned with the Credit Union’s values and goals, offers solutions and referrals, and performs interactive teller services that contribute to efficient operations and business growth. The agent delivers quality service while protecting the confidentiality and privacy of member data and complying with procedures, policies, regulations, and loss-prevention standards.
Requirements
- Six months to two years of similar or related customer service experience, including time spent in preparatory positions.
- High school education or GED required.
Nice To Haves
- Bilingual in English and Spanish preferred.
Responsibilities
- Process interactive teller transactions, including payments, withdrawals, deposits, transfers, account inquiries, and account maintenance.
- Refer products and services to members in a helpful, professional manner to deepen member relationships and support their financial goals.
- Apply knowledge of computer and ITM operations to process transactions, both online and offline, with speed, accuracy, and attention to detail.
- Promote member and customer satisfaction by trying to meet or exceed expectations.
- Deliver exceptional customer service and develop quality member relationships.
- Exercise some independent judgment.
- Comply with procedures, policies, regulations, loss-prevention standards, and member-data confidentiality and privacy requirements.
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED
