Senior Account Representative I

Found in: Jooble US O C2 - 2 weeks ago


Framingham MA, United States MutualOne Bank Full time

The Senior Account Representative I is responsible for building primary relationships with customers by providing world-class service via email, Digital Banking and telephone systems. The role includes maintaining all online services, performing account services and providing solutions to customers’ inquiries.

Bachelor’s degree or equivalent retail banking and/or online banking experience
Extensive knowledge of Retail Banking policies and procedures and Electronic Banking operations
Proven organizational and customer service skills
Good interpersonal, communication & computer skills

Provides a complete range of customer services including opening new accounts, explaining available bank products and services, and gathering customer information to process new and existing accounts on line
Provides customers support through telephone and secure message channel including resolving issues to retail and electronic banking activities
Discovers customer needs through conversations, questions and review of their accounts, and promotes and cross-sells Bank products and services based on their needs
May be trained to accept mortgage loan applications as a licensed originator
Provides assistance and training to branch personnel regarding electronic banking procedures
Maintains knowledge of retail banking policies and procedures. Obtains and analyzes daily reports relating to customer and internal online banking activity including service metrics, fraudulent activity, and unauthorized access
Executes outgoing communication efforts for the bank via telephone, email, and/or regular mail
Works with vendors and outside service providers to ensure operational performance standards are maintained


  • Senior Account Representative I

    Found in: beBee S US - 7 days ago


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    Summary / Objective The Senior Account Representative I is responsible for building primary relationships with customers by providing world-class service via email, Digital Banking and telephone systems. The role includes maintaining all online services, performing account services

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