Bank Independent · 3 hours ago
SYNC Interactive Teller (PT)
United States
Full-time
Remote
New Grad, Entry LevelBank Independent is seeking a SYNC Interactive Teller to provide exceptional customer service using ITM live video technology. This role involves performing teller duties, building customer relationships remotely, and identifying sales opportunities to enhance customer satisfaction.
BankingCrowdfundingFinancial Services
Responsibilities
Position is based on video interaction, which requires always maintaining a professional image and demeanor, consistently demonstrating Bank Independent values, and adhering to the dress code
Delivers friendly, caring service to customers while assessing their needs and concerns; takes initiative to develop solutions to ensure customer satisfaction
Possess ability to perform within a multi-functional technological environment; demonstrate the ability to process and complete teller transactions in a non-traditional teller environment while offering exceptional service that promotes ongoing ITM usage
Facilitate ITM process for customers by providing step-by-step guidance through the ITM process to promote a positive experience with customer adoption new technology
Identify opportunities to refer customers to other areas of the Bank, including Treasury, Mortgage, and Independent Investments as appropriate, expanding the existing relationships with customers
Resolve routine inquiries concerning bank policy and operating procedures; research and solve customer problems as time permits, referring more difficult or sensitive situations to the Sales Office or appropriate department
Ability to perform select roles within the Digital Sales Office to assist during times the ITMs are not active with customer use
Work to achieve compliance with regulatory requirements, bank policies, and bank procedures
Protect customer confidentiality and privacy
Conscientious of all security requirements
Qualification
Required
A high school diploma or equivalent
Possess interpersonal communication skills, particularly effective in a video channel
Maintain a professional appearance and friendly demeanor for a video channel
The ability to multitask while maintaining attention to detail and operating several programs to ensure transaction integrity
Possess ability to assess risk, exercise discretion, and handle sensitive and confidential issues
The ability to self-develop knowledge of bank product, services, and processes
The ability to develop a thorough understanding of bank specific software
Preferred
Phone based customer service experience
Teller experience
Company
Bank Independent
Bank Independent is a banking firm offering banking and investment services.
Founded in 1947
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Rick Wardlaw
CEO
Penny Camp
Executive Vice President, Chief People Officer
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