Position Description:
POSTION SUMMARY
The Live Teller serves as a virtual frontline representative of the bank, assisting customers through an interactive digital banking platform. This role provides exceptional customer service by processing transactions, answering customer inquiries, and delivering a positive banking experience through video and digital communication channels.
Unlike a traditional teller position, the Live Teller primarily works from a seated workstation for extended periods while interacting with customers remotely through digital technology. The ideal candidate is friendly, professional, technology-oriented, and possesses excellent communication skills.
ESSENTIAL DUTIES AND RESPONSIBILITIES
The duties listed below may not include all responsibilities that the person in this role may be asked to perform.
- Assist customers through the bank’s digital teller platform using video and audio technology.
- Process routine banking transactions including deposits, withdrawals, transfers, loan payments, new accounts, mobile deposits, and account inquiries.
- Verify customer identity and ensure compliance with bank policies and regulatory requirements.
- Educate customers on digital banking products, services, and self-service solutions.
- Provide prompt, accurate, and courteous service while maintaining a professional appearance and demeanor.
- Resolve customer concerns and escalate issues when necessary.
- Maintain confidentiality of customer information and bank records.
- Meet service standards and performance expectations related to accuracy, productivity, and customer satisfaction.
- Stay informed on bank products, services, policies, and procedures.
- Support branch and operational goals through exceptional customer engagement.
- Complies with all federal, state law regulations, and all established bank policies and procedures
- Maintains current knowledge of all rules, regulations and laws as they apply to BSA/OFAC/USA Patriot Act/CIP/AML
- Performs other duties as assigned
QUALIFICATIONS
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner.
- High School Diploma or GED equivalent
- Minimum of Six (6) months prior experience of sales and service
- Minimum of Six (6) months cash handling experience
- Strong communications skills
- Experience using computers, technology platforms is preferred, Microsoft Word, Excel and Outlook
- Ability to multi-task and meet deadlines
- Must be able to work flexible hours as scheduled (Monday through Friday, and Saturday rotation)
- Banking experience is desired
- High level customer sales and service experience is desired
- Bilingual in English and Spanish is desired
KNOWEDGE, SKILLS, AND ABILITIES
- Positive attitude with a strong commitment to customer service.
- Excellent verbal communication and interpersonal skills.
- Ability to build rapport and engage customers through digital interactions.
- Strong attention to detail and accuracy.
- Ability to multitask in a fast-paced environment.
- Comfortable learning and utilizing new technology systems.
- Professional appearance.
- Ability to work independently and as a part of a team.
PHYSICAL REQUIREMENTS
- Ability to remain seated for extended periods throughout the workday.
- Frequent use of a computer, keyboard, mouse, headset, and video communication equipment.
- Ability to view and interpret information on computer monitors for prolonged periods.
- Ability to communicate clearly and effectively through video and audio technology.
Greater State Bank is an Equal Opportunity Employer
