Hybrid Banking Specialist: Virtual Teller & Support

Security-Bank-of-Kansas-Cit; Kansas City (KS); Hybrid; USD 32,000 - 52,000; Full time

Benefits offered by this job

11 paid holidays

Discounted banking services

Job summary

Security Bank of Kansas City is seeking a Customer Service Specialist to deliver exceptional service across phone, video, and digital channels. This hybrid role blends virtual teller duties with customer support, requiring tech-savviness and a customer-focused mindset to educate clients on digital tools and banking products.

The role supports both Virtual Banking and Customer Support Center operations, with on-site and remote scheduling as determined by management.

Qualifications

• High school diploma or equivalent required.
• Minimum 1 year of experience in banking, customer service, or call center preferred.
• Strong verbal and written communication skills.
• Comfortable using computers, internet browsers, and banking software.
• Ability to multi-task in a fast-paced environment.
• Customer-focused mindset with excellent problem-solving skills.
• Strong attention to detail and ability to follow procedures accurately.
• Professional demeanor and appearance.
• Reliable attendance and punctuality are essential.

Responsibilities

• Deliver exceptional service to customers via ITM video and CSC telephone interactions.
• Assist customers with account inquiries, transaction processing, and online banking support.
• Identify and act on cross-sell opportunities and refer to appropriate banking partners.
• Balance virtual cash drawer using ITM software and process financial transactions accurately.
• Educate customers on digital services such as mobile banking, online bill pay, digital wallet, debit cards and e-statements.
• Maintain confidentiality and adhere to all regulatory, compliance, and bank policy standards.
• Adhere to all hold polices on check deposits under Regulation CC and internal procedures.
• Recognize and report unusual account activity or suspected fraud.
• Maintain working knowledge of bank products and services.
• Support marketing and customer engagement initiatives through informed communication.

Skills

Communication

Multi-tasking

Customer-focused

Detail-oriented

Professional demeanor

Reliability

Problem-solving

Education

High school diploma or equivalent

Tools

Banking software

ITM software

Job description

Security Bank of Kansas City is seeking a Customer Service Specialist to deliver exceptional service across phone, video, and digital channels. This hybrid role blends virtual teller duties with customer support, requiring tech-savviness and a customer-focused mindset to educate clients on digital tools and banking products.

The role supports both Virtual Banking and Customer Support Center operations, with on-site and remote scheduling as determined by management.