Assist customers and process transactions via video, through our call center and Interactive Teller Machines.
Build rapport, provide exceptional service, handle basic transactions, and address inquiries professionally.
Facilitate routine transactions (e.g., cashing checks, deposits/withdrawals, transfers, loan payments) via virtual technology.
Accept video transaction sessions and respond to customer requests.
Manage incoming calls and online banking requests, resolving queries as needed.
Maintain strong knowledge of bank products, services, procedures, and fees.
Assist customers with inquiries and escalate issues when necessary.
Complete required forms and perform account maintenance procedures.
Handle written correspondence with customers accurately and timely.
Protect privacy and customer confidentiality.
Perform transactions using Video Banking technology within established limits.
Complete yearly compliance training and adhere to regulations.
Act as an intermediary for departments without customer contact.
Follow up with customer inquiries via letters, brochures, and emails.
Direct calls to appropriate bank departments and associates.
Other duties as required.

Bilingual Video Banker Solution Specialist

Key skills