Role: Service Central National Bank clients using the Bank's Interactive Teller (ITM) video conference systems (and other communication channels) while observing the bank's service level, operational, technical,regulatory and compliance standards. Position Functions: Maintain advanced bank product/program
knowledge to support transactional and cross-sell
opportunities and to
appropriately apply bank policies and procedures, which include:
Recognizing and utilizing the necessary security protocol to properly identify
and their financial needs remotely via the video system.
Applying standard operating procedures as it pertains to account flags such as
loans and screen messaging; an ability to recognize unusual
account activity; an understanding of
reporting procedures; and a
comprehensive understanding of check hold processes and
Remotely and proficiently processing cash/check transactions including deposits,
loan payments, bonus checks, and transfers from one account to
another and an ability to cross-sell
and/or refer customer inquiries to
another division professionally and appropriately.
~ Daily balancing an
electronic cash drawer throughout the day and at shift's end.
financial transactions in an efficient and precise manner.
Meeting/supporting team and bank assigned goals.
~ Utilizing the system
software proficiently and accurately.
~ Demonstrating a work-place attitude
supportive of the Bank's Service Level Standards and
Central National Bank's
values which includes working with other bank divisions/departments to
the workflow and/or process is providing the best and most accurate service to
Other responsibilities and projects as assigned by
management. Knowledge, Skills and Abilities: Experience - One year to three years of similar or related experience. Interpersonal Skills -
Courtesy, customer service, and tact are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation. Education - A high school diploma or GED.