Virtual ITM Personal Banker | Customer-Centric Banking

Baycoast Bank; Swansea (MA); On-site; USD 37,000 - 45,000; Full time

Benefits offered by this job

Health insurance

Dental & Vision

401(k) with match

Paid time off

Professional development

Educational assistance

Tuition assistance

Pension plan

Career advancement

Job summary

BayCoast Bank in Swansea, MA is seeking an ITM Personal Banker for its Virtual Branch. This full-time role focuses on delivering outstanding service through live video via Interactive Teller Machines, handling transactions, and supporting customers with financial solutions.

You will build relationships, resolve inquiries, and drive opportunities to connect customers with banking products while adhering to security procedures and compliance guidelines.

Qualifications

• Minimum 12 months of sales and/or customer service experience in a retail environment.
• Strong verbal communication and interpersonal skills.
• Comfortable interacting with customers through video technology.
• Ability to multi-task and work within multiple computer systems simultaneously.
• Strong problem-solving skills and attention to detail.
• Knowledge of banking products and services preferred.
• Ability to handle customer complaints and routine problem resolution independently.
• Bilingual: Portuguese/Spanish a plus but not required.

Responsibilities

• Deliver professional, friendly, and efficient service through video interactions.
• Respond to customer inquiries and resolve routine issues.
• Accurately process customer transactions involving cash, checks, deposits, withdrawals, transfers, and loan payments.
• Ensure compliance with customer identification and security procedures.
• Maintain a welcoming and customer-focused experience during every interaction.
• Identify customer financial needs and recommend appropriate products and services.
• Generate referrals to various areas of the Bank and affiliated business partners.
• Participate in relationship development meetings, campaigns, and sales initiatives.
• Utilize Salesforce to document leads, referrals, and opportunities.
• Support the Bank’s commitment to providing financial solutions and personalized service.
• Process account maintenance requests, debit card PIN resets, travel notifications, and credit card payments.
• Complete CTR reporting and other compliance-related documentation when required.

Skills

Verbal communication

Interpersonal skills

Video customer service

Multi-tasking

Problem solving

Attention to detail

Bilingual (Portuguese/Spanish)

Computer systems (multiple)

Relationship building

Tools

Salesforce

Job description

BayCoast Bank in Swansea, MA is seeking an ITM Personal Banker for its Virtual Branch. This full-time role focuses on delivering outstanding service through live video via Interactive Teller Machines, handling transactions, and supporting customers with financial solutions.

You will build relationships, resolve inquiries, and drive opportunities to connect customers with banking products while adhering to security procedures and compliance guidelines.