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Video Banker Solution Specialist
PeoplesBank. Assist customers and process transactions via video through the call center and Interactive Teller Machines .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer service within a banking environment, effectively managing transactions and inquiries through video banking and call center operations. Proficient in maintaining customer confidentiality and compliance with banking regulations while utilizing various electronic delivery channels.
Highest-signal resume keywords
Customer Service ExperienceCall Center OperationsVideo Banking TransactionsMS 365 ProficiencyBilingual Communication in Spanish
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Transaction ProcessingCheck CashingDepositsWithdrawalsTransfersLoan PaymentsAccount MaintenanceCompliance TrainingElectronic Delivery ChannelsBanking Procedures
Soft Skills
Excellent Communication SkillsActive ListeningDetail-OrientedTime ManagementProblem Solving
Tools & Technologies
Interactive Teller MachinesVideo Conferencing ToolsOnline Banking SystemsMobile Banking TechnologiesCustomer Relationship Management Software
Certifications & Qualifications
High School Diploma
Industry Keywords
BankingCustomer PrivacyCustomer ConfidentialityCompliance RegulationsCustomer Correspondence
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 knowledge of bank products, services, procedures, and fees
- Assist with inquiries and escalate issues when necessary
- Complete required forms and 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 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 a plus
- Proficient with MS 365 and various electronic delivery channels
- Knowledge of internet, mobile banking, and other technologies
- Ability to sit, use hands to sort, write and keyboard, and listen and speak
- Ability to reach, walk, stoop, crouch; occasionally stand, lift, bend, drive and travel
Benefits
Comp & perks- Excellent compensation
- Workplace flexibility
- Competitive benefits package
- Inclusive and engaging work environment
- Award-winning culture