Demonstrates strong customer service skills through effective communication and problem-solving abilities, while maintaining knowledge of banking products and compliance regulations. Proficient in handling transactions via video banking and managing customer inquiries with attention to detail.

Highest-signal resume keywords

Customer Service ExperienceVideo Banking TransactionsCall Center ExperienceMS 365 ProficiencyBilingual Communication (Spanish)

About the role

Key responsibilities & impact

Assist customers and process transactions via video through the call center and Interactive Teller Machines
Build rapport and provide exceptional customer service
Facilitate routine transactions, including check cashing, deposits, withdrawals, transfers, and loan payments
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 customer correspondence accurately and timely
Protect customer privacy and confidentiality
Perform Video Banking transactions within established limits
Complete yearly compliance training and adhere to regulations
Act as an intermediary for departments without customer contact
Follow up on customer inquiries via letters, brochures, and emails
Direct calls to appropriate bank departments and associates
Perform other duties as required

Requirements

What you’ll need

High School Diploma
Minimum 1 year of experience with customer service and handling difficult situations
Experience in a call center and/or banking is highly desired
Excellent communication skills, including active listening
Detail-oriented and able to assist customers through the ITM process
Ability to analyze and resolve customer inquiries
Professional appearance and behavior; comfortable on camera
Flexibility to work weekends and evenings
Strong time management skills and ability to work independently and as a team
Quick learner of evolving technologies to service customers
Ability to communicate effectively in Spanish is a plus
Proficient with MS 365 and various electronic delivery channels
Knowledge of internet, mobile banking, and other technologies
Ability to meet stated physical demands, with reasonable accommodation as applicable

Benefits

Comp & perks

Excellent compensation
Workplace flexibility
Competitive benefits package
Inclusive and engaging work environment

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Transaction ProcessingAccount MaintenanceCompliance TrainingProblem ResolutionDetail Orientation

Soft Skills

Excellent CommunicationActive ListeningTime ManagementFlexibilityTeam Collaboration

Tools & Technologies

Interactive Teller MachinesElectronic Delivery ChannelsMobile BankingInternet Banking

Certifications & Qualifications

High School Diploma

Industry Keywords

Banking ProceduresCustomer PrivacyCustomer CorrespondenceFinancial TransactionsCustomer Inquiries