- Answer the majority of all inbound calls, determining the needs of the caller, and verify the caller's identity, minimizing the caller's time and effort in resolving their concern- Be knowledgeable of all aspects of the Digital Services Department through cross training - Identify products/services that might be beneficial to members and provide information about their value and benefit.- Perform teller functions for members (i.e. transfer funds between accounts and/or loan, stop payments, close and reorder debit cards, provide balances and last five transactions, reissue and reset pin numbers, process loan or credit card payments, etc.) to assure member's needs are addressed in a polite and friendly manner.- Cross-sell online banking and online bill pay services and assist members in online banking enrollment and understanding the e-statement process.- Monitor and process loan payoff information and provide this communication to dealerships and insurance companies in an accurate and timely manner.- Assist other departments and branches with transactions as needed, provide support for the collections department and branch managers in fulfilling member requests and merchant verification's.- Be respectful and friendly to members and coworkers. Encourage and provide teamwork- Must comply with all Company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.- Perform all tasks and projects as assigned by Digital Services supervisor(s).- Self-monitor to ensure timeliness and accuracy of work.- The representative will expect to be on calls for 80% of their day, with the other 20% spent in follow-up and on support projects
1-4 years
- Ability to communicate effectively in person, in writing and over the phone with all internal and external stakeholders. Courtesy and tact are essential.- Ability and willingness to interact calmly and professionally with people from all backgrounds.- Ability to multi-task, prioritize and organize day-to-day responsibilities with attention to detail and timeliness.- Ability to follow oral and written instructions.- Ability to work with others in an effective manner, listen well, share work-related information and be tolerant of others work styles.
- High school diploma or equivalent.- 1-3 years of similar or related experience, including preparatory experience.- Competent with Microsoft Office; ability and willingness to work with a variety of office equipment and software systems.- Ability to lift up to 15 lbs., with or without accommodation.
High School
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