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ATM LIVE SPECIALIST

Job Description

GENERAL SUMMARY:
Handles customer ATM live calls providing outstanding customer service. Makes every effort to answer customer questions and resolve issues. Educates the customer about Bank products and services, and cross-sells other products based on customer needs. Reviews Mobile and ATM deposits, SSI and Accuity research, reviews old routing numbers, and performs various other review functions.  
 
RESPONSIBILITIES AND DUTIES:
  1. Provide customer service by performing a broad variety of duties assisting customers with account transactions, account questions, statement reconciliation, research requests, problem resolution, debit card matters, deposit item returns, overdraft protection options, account maintenance and various other duties. 
  2. Maintain full knowledge of personal and business banking products, services offered and rates for multiple charters and markets.  Keep updated and knowledgeable of all banking regulations, procedures, and bank policies applicable to the job function.
  3. Listen to customer needs; educate and promote products including online banking, bill pay and mobile banking. 
  4. Accurately enter or confirm customer information into database; initiates and/or completes proper request forms and procedures in assisting customers. 
  5. Review Mobile and ATM deposits.
  6. Process Accuity and SSI requests via online portal.
  7. Review Non-Post resolutions daily after the update.
  8. Review various reports as assigned.
  9. Old routing number review and reports.
  10. Ability to maintain regular and reliable attendance with the ability to work FLEXIBLE hours, including evenings and weekends.  
  11. Perform other duties assigned. 
 
KNOWLEDGE, SKILLS, AND ABILITIES:
  • Knowledge of banking products and procedures
  • Skill to operate a PC and keyboard with accuracy and speed 
  • Ability to have excellent telephone and video communication skills 
  • Ability to problem solve
  • Ability to perform data entry and basic computer skills 
  • Ability to work under pressure and have constant interruptions while doing assigned responsibilities 
  • Ability to maintain a high level of confidentiality 
  • Ability to function as a team player
 
EDUCATION AND EXPERIENCE:
  • High school graduate or equivalent
  • 1 year of prior banking experience or equivalent is generally expected. 
  • 1 year of customer service experience preferred but not required

PHYSICAL REQUIREMENTS:
 
Seeing:  75 – 100%
Must be able to greet customers via web cam, read documents, use computer
 
Hearing:  75 – 100%
Must be able to communicate with customers and co-workers via headset
 
Standing/Walking:    24 – 49%
 
Climbing/Stooping/Kneeling:  25 – 49%
 
Lifting/Pulling/Pushing:  50 – 74%
 
Fingering/Grasping/Feeling:  75 – 100%
Must be able to operate a computer.


 
PHYSICAL DIMENSIONS:
Exerting up to 20 pounds of force occasionally, and/or a negotiable amount of force frequently or constantly to lift, carry or otherwise move objects.  Job involves sitting, walking, and standing.
 
NOTE: The statements herein are intended to describe the general nature and level of work being performed by employees assigned to this classification.  They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of personnel.  

More Details

Must be able to work flexible hours, including evenings and Saturday's.

Benefits

We offer fair and competitive compensation as well as bonus based on an employee's years of service and possible discretionary merit bonuses. Employees also have the opportunity to participate in the Bank incentive programs based on charter/branch guidelines.  Other benefits include:

  • 8 paid holidays
  • 17 PTO days each year for the first five years of employment.  Employees must also complete the 90-day introductory period prior to accruing PTO.
  • New employees will receive 12 hours of paid sick time upon their hire date
  • After five years, 22 PTO days each year
  • Health, dental, prescription drug card, vision, and voluntary life insurance plans
  • Health Savings Account with employer contributions
  • Flexible medical and dependent care spending plans
  • Parental Leave after one year of full time employment
  • 401K plan after 3 months and start of next quarter with employer contributions and profit sharing 
  • Free checking account and basic printed checks
  • Free safe deposit box
  • $15,000 group term life insurance
  • Long term disability insurance
  • Employee Assistance Program
  • Educational Assistance
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