- Answer inbound calls, determining the needs of the caller, and verify the callers identity, minimizing the callers time and effort in resolving their concern.- Assist with escalated calls as needed.- Be knowledgeable of all aspects of the Digital Services Department through cross training.- Utilize this training and become a resource for the DSR Is, as well as others.- 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 members needs are addressed in a polite and friendly manner.- Perform intermediary member transactions and tasks.- Assist with backing up the Digital Service Representative IIIs in daily duties as assigned.- 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 verifications.- The representative will expect to be on calls for 60% of their day and handling escalated calls, with the other 40% spent on department projects and supporting/backing-up the DSR-IIIs- Perform other duties as assigned.
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.- Must be bondable- 1-3 years 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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