Interactive Banker

Bristol County Savings Bank; Taunton (MA); On-site; USD 25,000 - 28,000; Part time

Job summary

Bristol County Savings Bank in Taunton, MA is seeking an Interactive Banker to provide high quality customer service and operate Interactive Teller Machines during extended hours.

You will handle ITM transactions, assist customers on video, and collaborate with branch staff while maintaining bank policies and compliance. This part-time role requires strong communication and basic finance knowledge, plus comfort with technology.

Qualifications

• Associate’s Degree in Business, Finance or related field, or comparable education/experience.
• 1–2 years’ experience in a financial institution or customer service preferred.
• Excellent communication skills for video interactions.
• Knowledge of financial institution operations and regulations.
• Ability to interpret and apply laws and regulations.
• Strong analytical skills and ability to work independently.

Responsibilities

• Provide high quality customer service and operate ITMs during extended hours.
• Assist customers with ITM usage and educate on its functions.
• Resolve routine problems or refer to appropriate staff.
• Process deposits, transfers, and loan payments via ITM.
• Multitask across software programs while communicating with customers.
• Identify cross-selling opportunities and refer to other bank areas.
• Stay updated on products, policies, and promotions.
• Balance end-of-day per procedures and maintain security/compliance.
• Monitor ITMs and ATM cash levels and coordinate replenishment.
• Monitor ATM cash and inform branches of cash status.

Skills

Customer service

Communication

Video banking

Education

Associate’s degree in Business/Finance or related field

Tools

Windows

Microsoft Word

Excel

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Interactive Banker

CONTACT CENTER ** Part-Time Customer Service Rep Taunton, MA, US

Salary Range: $18.31 To $20.00 Hourly

Job TitleInteractive Banker

DepartmentOperations

Reports toITM Supervisor

Hours: Monday-Friday 7 a.m. to 7 p.m. Saturday 8 a.m. - 1 p.m.

OVERVIEW

This position is responsible for providing high quality customer service and the operation of Interactive Teller Machines (ITM) during set extended hours (currently Mon- Fri 7 am to 7pm and Sat 8 am to 1pm). This includes, but is not limited to assuming a teller role through video link with customers, completing transactions submitted through the ITM efficiently and accurately while maintaining a professional relationship with customers, resolving routine problems or referring customers to the appropriate sales/service personnel, along with following all bank policies and procedures.

PRIMARY ACCOUNTABILITIES / RESPONSIBILITIES

• Serves the customer in a professional, courteous, efficient manner through prompt handling of all Bank transactions by utilizing the Bank’s software programs. Demonstrates exceptional customer service standards through education of the ITM’s with both internal and external customers. Assists customers with the use of ITM’s, providing education on their use and ensuring an elevated comfort level.
• Works independently and utilizes effective problem solving skills to resolve issues.
• Resolves complex and non-routine inquiries concerning bank policy and operating procedures; researches and solves customer’s problems as time permits, referring more difficult issues or requests to the branch staff or appropriate department.
• Processes detailed and/or complex deposit, account transfers and loan payments including ability to correct transactions.
• Multitasks by working with multiple software programs concurrently to complete a transaction, while communicating with a customer.
• Actively seeks cross-selling opportunities, selling new or additional products or services that meet customers’ needs, and makes appropriate referrals to other bank areas.
• Remains up to date and educated on products, services, marketing promotions, policies and procedures.
• Performs end of day balancing according to procedures. Adheres to security, audit, and compliance requirements.
• Monitors ITM’s for cash levels and initiates cash replenishment via online cash ordering system.
• Monitors ATM’s for cash levels informing branches of current cash, reviews ATM check deposits mailing out notice of delayed availability when applicable.

OTHER ACCOUNTABILITIES / RESPONSIBILITIES (Supporting Role)

• Serve as back up to the Bank’s Contact Center as needed.
• Assist with special projects for other teams within Operations, as necessary.
• Complete all required regulatory training and other internal training as provided.
• Other duties as deemed necessary.

POSITION REQUIREMENTS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

• Associate’s Degree in Business, Finance or related field, or comparable education and/or experience is preferred.
• At least 1-2 years’ experience in a financial institution or comparable experience in customer service is preferred.
• Must have excellent communication skills that transcend a video/electronic face-to-face customer environment. Must be comfortable with being on camera, as customers will see the Interactive Teller via video transmission from the Interactive Teller Machine.
• Knowledge of financial institution operations and procedures.
• A working knowledge of laws and regulations pertaining to financial institution is preferred and/or the ability to interpret and understand laws and regulations.
• Requires the ability to apply strong analytical skills in reviewing data received from business partners.
• Demonstrates the ability to make decisions wisely, after adequately contemplating various available courses of action.
• Requires the ability to work independently and collaboratively with internal business partners demonstrating a working knowledge of major business functions.
• Outstanding flexibility and teamwork for varied tasks and hours.
• Requires the ability to work with all levels of management and staff.
• Requires working knowledge of Windows, Microsoft Word, and Excel and multiple computer and software systems.

SUPERVISORY SCOPE

None

WORK ENVIRONMENT

Work environment consists of typical office conditions with moderate noise level.

PHYSICAL QUALIFICATIONS

Candidate must have the physical ability to sit, stand, walk, talk and hear. Must be able to lift up to 10 pounds. Must have the ability to adjust focus.

INDEPENDENT ACTION

Performs work independently within scope of established guidelines and practices. Consults with supervisor when clarification or exception may be required.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Any physical demands or work conditions described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities