Account representative

3 weeks ago

Framingham, United States Ultimate Staffing Full time

Hybrid/remote Sr. Account Representative openings in Framingham, MA $25-27 HR

Permanent M-F 8:15-4:45

Remote 3X per week, On site Framingham, MA X2 per week

$25-27 HR

Job Summary: Responsible for building primary relationships with customers by providing world-class service via email and telephone systems. The role includes maintaining all online services, performing account services and providing solutions to customers' inquiries.

Qualifications:

Strong understanding of financial products and services

Assessing customer needs, providing recommendations, and build customer relationships to optimize sales opportunities with new and existing customers

Effective interpersonal skills and offer products and services to customers

Ability to apply critical thinking, problem solving skills in a fast paced environment

Compliance with BSA regulations

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

Responsibilities:

Provides customers support through telephone and secure message channel-resolving issues to retail and electronic banking activities

Discovers customer needs through questions and review of their accounts, promote and cross-sells Bank products

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

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. To the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

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