Financial Services Representative
2 weeks ago
We are seeking a Financial Services Representative to join the team at Provident Bank, a leading financial institution in New Jersey.
About the Role:This is an exceptional opportunity for a highly skilled and dedicated individual to provide top-notch customer experiences through inbound calls. The ideal candidate will be responsible for delivering timely and accurate resolutions to customer inquiries, ensuring seamless interactions with our clients.
Key Responsibilities:- Respond to customer inquiries regarding ATM and debit card services, reviewing transactions, resetting pins and passwords, and other banking-related services.
- Assist clients with banking needs, providing clear and accurate information about bank products and services.
- Ask probing questions to uncover client needs, recommend services and products, and direct calls to the appropriate staff as needed.
- Create and mail customer correspondence regarding account information and account holder documentation.
- Meet or exceed individual service standards, including but not limited to 24-hour follow-up, adherence to schedule, call monitoring scores, and unavailable time.
- High school diploma or GED.
- 0-2 years of related experience and/or training or equivalent combination of education and experience.
- Proficient critical thinking skills, ability to problem-solve, make sound decisions, and produce thorough and accurate work.
- Adaptive, flexible, resourceful, and able to cope with a fast-changing environment.
- Intermediate proficiency in Microsoft Office suite and alphanumeric data entry.
- Ability to communicate clear, concise information to customers/co-workers and identify the best method to communicate information for each situation.
- Prior banking experience.
- Prior call center experience.
- Work is performed in a normal office environment with moderate noise levels.
- This position involves travel to customers and property locations.
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