Interactive Agent I

Interactive Agents serve our members by performing financial transactions, maintaining accurate records and balance, and providing information through the use of an Interactive Teller Machine.

Essential Functions and Responsibilities :

• Provides efficient, professional & friendly service to members through the use of a two-way audio and video screen. Handles deposits, transfers loan payment transactions, and provides information about current balances for all loan and deposit products. Responds to member inquiries about products and services, rates and options. Explains the use of various services and products to access and utilize accounts, including electronic banking, ATM, credit/debit cards, money orders, and cashier checks.
• Educates and makes recommendations of beneficial products and services to members.
• Serves as an ITM Ambassador by partnering with branches to greet, educate and assist new ITM members. Actively engages with members in person to share benefits of using the ITM such as extended hours, fast and convenient service. Shares member feedback with management in order to access future opportunities and enhancements.
• Performs other job related duties as assigned.