Customer Service Ambassador

4 weeks ago

Washington, Washington, D.C., United States EagleBank Full time

We are a values-driven organization that prioritizes meaningful connections with our customers, employees, and shareholders. Our goal is to deliver the most compelling and valuable service to our customers.

EagleBank is committed to inclusion, equity, and respect. We celebrate diversity and intentionally seek out opportunities to learn from one another's experiences. We believe employees are essential to building relationships and prioritize investing in employee growth and well-being.

Our Community Banking division includes our branch network and our Customer Care Center. We provide full banking services for our commercial clients, including new account setup and maintenance, cash management products, and in-person assisted and automated transaction services.

The Customer Service Representative will establish, retain, and deepen relationships with new and existing clients. They will provide quality service to internal and external clients through effective and professional written and verbal communication. They will process teller transactions and balances cash accurately and efficiently.

The Customer Service Representative will resolve basic service issues by maintaining a developed working knowledge of basic bank products and services. They will refer more complex requests to appropriate colleagues or departments. They will possess strong knowledge of the platform and teller systems and proactively and reactively contact clients to identify additional banking needs to strengthen client relationships and meet cross-sell goals.

The Customer Service Representative will serve as the main point of contact for client problem resolution. They will comply with policies, procedures, rules, and regulations, and complete training requirements as warranted for the position.

Responsibilities:

  • Establish, retain, and deepen relationships with new and existing clients
  • Provide quality service to internal and external clients through effective and professional written and verbal communication
  • Process teller transactions and balances cash accurately and efficiently
  • Resolve basic service issues by maintaining a developed working knowledge of basic bank products and services
  • Refer more complex requests to appropriate colleagues or departments
  • Possess strong knowledge of the platform and teller systems
  • Proactively and reactively contact clients to identify additional banking needs to strengthen client relationships and meet cross-sell goals
  • Serve as the main point of contact for client problem resolution
  • Comply with policies, procedures, rules, and regulations, and complete training requirements as warranted for the position

Requirements:

  • High School Diploma or equivalent
  • 1 year cash handling
  • 2 years Platform/Opening/Servicing/Closing Accounts or equivalent internal EagleBank branch banking
  • Knowledge of Platform and Teller system
  • Exhibits professionalism with internal and external customers
  • Knowledge of deposit products and services
  • Knowledge of banking regulations, policies, and procedures
  • Basic knowledge of MS Office products

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