Customer Consultant I

2 months ago

Pine Brook, United States Ion Bank Full time
Key Result Areas

•Maintain safety and security of financial information

•Transaction and operational accuracy and efficiency

•Highly responsive to customers' needs

•Friendly, personalized customer service
Scope of Job

Extend excellent customer service to customers and process customer transactions and consultation via video and telephones. Cross sell bank products and be able to explain features and benefits.

Essential Functions - may include, but are not limited to:

•Employee is required to attend work as scheduled

•Ensure company service standards are achieved in area of responsibility

•Project a positive and highly professional image of the Bank by providing high quality customer service via video

•Ability to multitask and complete all tasks efficiently

•Excellent customer service skills via video and telephone as well as following all regulations to avoid loss or fraudulent transactions

•Accurately process customer's transactions and balance own terminal

•Cross sell bank products and be able to explain features and benefits

•Assist customers with their financial transactions accurately and efficiently

•Respond to customer inquiries for information and help to resolve customer questions/issues in a courteous and timely manner

•Receive, verify and process through the PC customer transactions

•Recognize and properly report any and all fraudulent, counterfeit or suspicious activity by customers or employees to the security department

•Verify specific customer information to ensure accurate processing and to prevent misuse or intentional fraud

•Accurately balance daily work.

Compliance

•knowledge of Bank policies and procedures, State and Federal laws and regulations

•responsible for compliance regulations related to this position and receiving appropriate training including but not limited to:

Annually

•Bank Secrecy Act (BSA)and others

Other Functions

•Ensure activities within assigned functional area of responsibility are in compliance with Bank policy, and State and Federal Regulations

•Perform other duties as required

The above is a description of the ordinary duties of the position. It should be expected that from time to time other duties, both related and unrelated to the above, may be assigned and, therefore, required.
Education and Experience

High School diploma required. A minimum of one year teller experience, or some comparable combination of education and experience.
Equipment and Software

Ability to operate personal teller, teller terminal, typewriter, alarm system, fax machine, personal computer, calculator, photocopier, telephone, currently used Bank hardware/software.
Physical Qualifications

•Work within one building primarily with only occasional reason to travel or be outside on business

•Ability to sit for long periods of time and/or stand in an erect position

•Ability to manipulate small objects precisely by whatever means

•Ability to express / exchange ideas by means of the spoken word, both speak and hear

•Ability to be subject to substantial repetitive motions of the body or its parts

•Ability to lift up to 10 pounds occasionally and/or a negligible amount of lifting frequently or constantly to move objects

•Ability to be confined in a workstation for long periods of time.
Other Qualifications

•Pleasant and courteous

•Knowledge of Bank products and services and Bank policies and procedures

•ability to add, subtract, multiply, and divide all units of measure; to perform the four operations with common decimals and fractions; to perform arithmetic operations involving all American monetary units

•ability to perform repetitive work, to continuously perform the same work according to set procedures, sequence or pace

•ability to perform a variety of duties, often changing from one task to another of a different nature without loss of efficiency or composure

•ability to exchange information with others clearly and concisely; to present ideas, facts, and technical information

•ability to maintain relationships that facilitate task accomplishment; to cooperate and resolve conflicts; to recognize needs and be sensitive to others

•ability to receive guidance and supervision; follow work rules, work procedures; meet deadlines, punctuality and attendance standards, etc.

Consider this description the foundation of your job, not its boundaries. Expect to participate in training sessions and activities not described here which enhance the quality of service to the customer.

Schedule

Schedule: M/T/TH/F 8:30am-5pm and Saturday 8-3

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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