Customer Solutions Center Agent
1 week ago
Education and/or Experience
- 2+ years of experience in a call center/sales or customer service environment and/or in a financial/banking environment.
- High school diploma or equivalent.
- Must have a high degree of technical aptitude and must be able to communicate technical information to non-technical users.
- Ability to troubleshoot and resolve advanced technical issues for end users.
- Strong organizational skills and attention to detail.
- Ability to work well under pressure in a fast-paced environment while exercising patience.
- Ability to effectively communicate both verbally with other employees and outside entities with an empathetic attitude.
- Delivers outstanding service to both internal and external customers that meets or exceeds the Bank's service goals.
- Responsible for performing a broad variety of customer requests received over the phone and internet.
- Provides information relative to The Bank's accounts, products and services, and processes requests within scope of knowledge and authority.
- Identifies cross-sell opportunities and cross-sells products and services to new and existing customers.
- Resolves customer requests and questions promptly, courteously and professionally.
- Provides an excellent customer experience by relating well to the customer, thinking and exercising sound judgment and acting responsibly in the customer's and Banks best interests.
- Verifies specific customer information to ensure accurate transaction processing and to prevent the misuse or intentional fraud of this delivery system.
- Assists customers with financial planning by making referrals to wealth management
- Assists callers with loan inquiries and rate information. Makes referrals to branches.
- Maintains record of all calls, sales and other necessary data for report generation and follow through.
- Responsible for end of day balancing and other operational tasks as business needs dictate.
- Performs other related duties as assigned.
- General office environment.
- Requires standing and/or sitting for extended periods of time.
- General office equipment, i.e., calculator, photocopier, etc.
- Computer
ADA: The employer will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990.
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