Virtual Banker

Virtual Banker

Our Virtual Bankers are responsible for providing an excellent client experience by meeting client needs regarding financial and service inquiries from Interactive Teller Machines (ITMs) as well as via phone or other channels.

Work schedule may include some weekends and evenings and requires excellent attendance and punctuality.

• Processing a variety of transactions through ITMs including, but not limited to, checking and savings deposits and withdrawals, transfers and account balance inquiries; detecting fraud when possible.
• Facilitating the ITM process for clients by providing step‑by‑step guidance through the ITM process. Connect to clients in a way that makes the video interactive solution a personable experience.
• Monitoring ITM machines to ensure they are working properly. Assisting systems support associates and vendors to resolve any issues pertaining to the physical ITM and associated software, as needed.
• Managing incoming and outgoing calls, representing the bank in a positive, courteous and professional manner.
• Assessing clients' needs and cross‑selling or making sales referrals of bank products and services.
• Assist in online account opening fulfillments and onboarding of new bank clients.
• Processing and performing check back of various remote banking duties to ensure accuracy and compliance with standards and procedures; detecting potential fraud when possible.
• Meeting or exceeding established referral goals.
• Maintaining knowledge of cyber threats and best practices to minimize risks to the organization.
• Provide regular feedback to identify opportunities to improve Banker Center process, procedures and training materials.