2. Examine checks for proper endorsements; verify legality of documents; identify customers and ensure proper account authority for persons completing transactions. This duty is performed daily.
3. Record all transactions promptly, accurately, and in compliance with Bank procedures. This duty is performed daily.
4. Multitasks by working with multiple software programs concurrently to complete an ITM transaction while communicating with a customer. This duty is performed daily.
5. Take service requests for address changes, debit cards, online banking, issuing temporary checks, and check ordering. This duty is performed daily.
7. Answer inquiries regarding interest rates, accounts, and products and services. This duty is performed daily.
8. Build relationships with customers and non-customers and offer products and services best suited for their needs. This duty is performed daily.
9. Make appropriate referrals to other departments such as new accounts, treasury management, lending, mortgage, trust, and financial services. This duty is performed daily.
10. Participate in activities for generating new business and/or saving on operational costs including calling customers and attending/working special events. This duty is performed daily.
11. Performs ITM end-of-day balancing per procedures. Adheres to security, audit, and compliance requirements in accordance with bank policies and procedures. This duty is performed daily.
12. Demonstrates consistent ITM script usage, while maintaining excellent customer service standards. This duty is performed daily.
13. Clearly communicates the proper use of the ITM, handling customer's objections and anxiety to new technology. Promotes benefits of the technology and ensures a positive experience. This duty is performed daily.
14. Troubleshoots routine issues for transactions, as well as the ITM machine and TellerPrompter, for uninterrupted service. Follows procedures related to notifications and escalations. This duty is performed daily.
15. Follow procedures for marking accounts for returned mail, closed accounts, and deceased customers. For closed accounts, this includes hot carding the debit cards. For deceased customers, also assist in reclamation of benefits for SSA, SSI, pensions, etc. This duty is performed daily.
16. Perform verifications for acuity, SSA, account confirmations, and others. This duty is performed daily.
17. Perform any other related duties as required or assigned.