ATM LIVE SPECIALIST at Pinnacle Bank/Bank of Colorado

GENERAL SUMMARY:

Provides quality service by assisting customers accurately and efficiently and develops long term customer relationships.  Oversees the receiving and paying of money to bank customers and ensures that accurate record keeping of deposits and withdrawals, negotiable instruments, and other bank transactions is maintained.  Performs a broad variety of customer service and sales activities, assisting with account problems and questions, as well as advising customers on all bank services via ATM Live/Interactive Teller Machine.  

  

RESPONSIBILITIES AND DUTIES:

Performs all regular teller duties including, but not limited to, accepting deposits, cashing checks, processing payments for loans, credit cards and safe deposit boxes, as well as perform other various customer service-related duties. Prepares holds on deposits.  

 

Completes forms such as CTRs, SIRs, and any other BSA reporting as necessary.

 

Listens to customer needs to make appropriate customer referrals to other bank staff to promote products and services.

 

Receives, researches, and resolves customer inquiries.

 

Assists in proofing transactions using back-counter capture.

 

May do account and card maintenance such as change address, order or hot card cards.

 

Performs various customer service duties such as: assisting ATM Live customers, initiating customer research, processing check orders, closing accounts, sorting daily mail, deposit verification for credit purposes.

 

Ability to maintain regular and reliable attendance and the ability to work flexible hours, including weekends.

 

Performs other duties as assigned by management.

 

KNOWLEDGE, SKILL, AND ABILITIES:

Full knowledge of personal and business banking products offered, taking a personal initiative to stay updated on any changes.  Basic knowledge of all banking regulations, procedures, and of all bank policies applicable to the job function.

 

Knowledge of general banking principles and banking regulations and a willingness to participate in educational opportunities.

 

Skill in communicating with clients and co-workers in courteous and professional manner.  

 

Skill in operating computer terminals and printers, back counter capture machine, and copier, webcam and headset.

 

Skill in strong mathematical and organization.

 

Skills in effectively listening to customers and making appropriate referrals

 

Ability to maintain a high level of confidentiality.

 

Ability to perform customer service duties and provides leadership and guidance to subordinate members of the department in the areas of phone and in-person inquiries, conducting customer research, cash and check handling, and effectively making appropriate customer referrals to other bank staff.

 

Ability to demonstrate accuracy, efficiency and excellent customer service is provided to customers to ensure that the bank’s goals of meeting the customer’s needs is accomplished.

 

Ability to work under pressure and have constant interruptions while doing assigned responsibilities. 

 

Ability to function as a team player.

 

 

EDUCATION AND EXPERIENCE:

High school graduate or equivalent.  

 

A minimum of 6 months of prior banking experience is generally expected.

 

Cash handling and customer contact experience preferred.

 

 

PHYSICAL REQUIREMENTS:

Seeing:  75 - 100%

Must be able to greet customers via web cam, read documents, use computer                                                                               

Hearing:   75% - 100% 

Must be able to communicate with customers and co-workers via headset.                                                                      

Standing/Walking:   25-49%     
                                                                                                   

Climbing/Stooping/Kneeling:   25-49%                             

 

Lifting/Pulling/Pushing:  50-74%                                           

Must be able to lift and put away supplies or other physical tasks.

 

Fingering/ Grasping/Feeling:  75% - 100%

Must be able to use computer, write, type                                                                                                                          

 PHYSICAL DIMENSIONS:

Light Work: Exerting up to 20 pounds of force occasionally, and/or a negotiable amount of force frequently or constantly to lift, carry or otherwise move objects. Job involves sitting most of the time and walking and standing some of the time.

 

The statements herein are intended to describe the general nature and level, or work being performed by employees assigned to this classification.  They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of personnel.