Bilingual Virtual Personal Banker

2 days ago

Port Isabel, United States First National Bank Texas Full time
Bilingual Virtual Personal Banker (On-Site) - Spanish/English at First National Bank Texas summary:

The Bilingual Virtual Personal Banker effectively assists customers through various communication channels, ensuring professionalism and prompt solutions to inquiries and issues. The role involves cross-selling bank products, resolving customer complaints, and maintaining relationships across departments while adhering to established policies. Additionally, the position requires strong communication skills, technical knowledge, and the ability to thrive in a fast-paced environment while demonstrating excellent customer service.

  * THIS IS AN ONSITE POSITION*   * Provide daily support by assisting customers via diverse contact channels to include: inbound/outbound calls, live chat, secure messages, and email with professionalism and urgency
* Must display ability to toggle between multiple applications while assisting customers in the various channels
* Handle customer service issues via direct interface with the customer in order to expedite solutions. Solicit higher level approval for all situations exceeding experience/training, department scope or assigned level of authority.
* Ensure accuracy and provide correct information to customers to resolve issues and exceed customer expectations at first point of contact
* Cross-sell bank services and products
* Responsible for researching and preparing the proper response to customer complaints and inquiries by interacting with team members, employees and managers in the branches/ lending and support departments as needed to complete assigned task
* Operate with an emphasis on building lasting relationships and creating positive experiences to drive results and engagement levels
* Responsible for resolving operational and/or technical issues in accordance with established operating policies and procedures
* Knowledgeable of all FCBI systems and procedures and must adhere to policies and procedures
* Establish and maintain solid working relationships with all levels, departments, and locations within FCBI
* Consistently meets critical deadlines and other performance targets or requirements
* Must be available to work all weekdays and holidays, within Bank operating hours
* Perform other tasks requested by supervisors as they relate to the bank and its functions

Physical Requirements:
* Must be able to remain in a sitting stationary position for extended periods of time
* Constantly operate a computer and other office machinery
* Ability to lift up to 25 pounds

FCBI is an equal opportunity employer. Requirements *THIS IS AN ONSITE POSITION*   * At least 18 years of age
* High School Diploma or equivalent required
* 6-12 months of banking or call center experience (preferably in a customer service capacity)
* Proven professional writing ability
* Ability to type 30-45 wpm
* Working knowledge of Microsoft Office including Excel and Word
* Excellent oral, written, phone etiquette and interpersonal communication skills
* Superior customer service (internal and external) with a compassionate customer service mindset
* Flexible, open-minded and solution-oriented with the ability to adapt to a fast-paced and changing environment
* Demonstrate good judgment, analytical and problem solving skills when making decisions
* Detail oriented and ability to multi-task and manage multiple projects and difficult situations or individuals, all simultaneously while consistently meeting deadlines
* Regular and punctual attendance is a must
* Must successfully pass background investigation according to company policy
* Must be able to get along with co-workers and work effectively in a team environment
* Must be authorized to work in the United States

Must be bilingual in English/Spanish
Keywords:

bilingual banking, customer service, personal banker, virtual banking, Spanish English, cross-selling, customer support, banking services, communication skills, financial services

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