As an ITM Agent you will perform duties in a call center environment by providing professional customer support assistance to members and potential members via interactive teller services. Support a Sales and Service environment in conjunction with the Credit Unions values and goals. Provide value by offering solutions and referrals. Perform a variety of interactive teller services that contributes to an efficient operation and growth of TBFCU business goals. An ITM Agent provides quality customer service and support to members, and ensure confidentiality and privacy of member data to compliance standards. Compliance (procedures, policies, regulations, loss prevention).
ITM Agent Job Responsibilities:
- Process a variety of interactive teller transactions that include, but are not limited to payments, withdrawals, deposits, transfers, account inquiries and account maintenance
- Refers products and services to members in a helpful, professional manner in an effort to deepen member relationships and achieve their financial goals
- Applies thorough knowledge of computer operations/ITM operations when processing transactions (on and offline) with speed, accuracy and attention to detail
- Ensure member and customer satisfaction by trying to meet or exceed expectations
- Deliver an exceptional customer service experience and develop quality member relationships
- Exercise some independent judgement
ITM Agent Experience:
- Six months to two years of similar or related experience in customer service, including time spent in preparatory positions
- Bilingual Preferred (English/Spanish)
ITM Agent Education:
- High School education or GED required
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