Contact Center Agent
On-siteRichwood, Ohio, United States
Job Summary
Greets customers by phone and chat, educating them on current services and cross-promoting products that align with their life goals. Demonstrates comprehensive knowledge of all accounts, products, and services while supporting customers with account and service needs via phone or chat. Sets appointments for in-person banking needs and communicates with teams regarding follow-ups. Stays current on rates for CDs, savings IRAs, and interest-bearing checking to recommend the best solutions. Ensures work accuracy by verifying and validating all data entered. Requires one year of banking experience, a high school diploma or GED, and excellent problem-solving and communication skills. Full-time and part-time roles offer a comprehensive benefits package including medical, dental, vision, 401(k), and tuition reimbursement.
Required Qualifications
- High School Diploma or GED
- One year banking
- Knowledge of various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Biley Act, Regulation E and teller roles and responsibilities relating to each act
- Accurate typing skills
- Basic computer skills, including the use of word processing, spreadsheet software applications, and e-mail
- Punctual
- Candidates are subject to background and credit checks
Desired Qualifications
- College
- Excellent customer service skills
- The ability to prioritize and make on-the-spot decisions regarding customer transactions, weighing customer satisfaction issues with bank exposure to loss and fraud
- Strong Problem-solving skills
- Mathematical skills
- In-depth knowledge of our bank products and services
- Work well under pressure and in a fast-paced environment
- Ability to identify opportunity to educate customers of more products and services that may fit their needs (cross promotion)
- Strong communication skills
- High degree of accuracy
- Detailed and organized
- Maintain confidentiality at all times
- Maintain a positive can-do attitude towards your team and customers
- Driven to succeed and open minded to learn more about new technology within our industry
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