Virtual Banker

Full-time reputed company

• This position is based on site at our location in Lake Odessa, MI. This is not a remote role.*

Position reputed company The Virtual Banker will engage with customers in a reputed company contact center environment consisting of telephone, interactive video, web chat, secure mail and online banking interactions. By using job knowledge and the information available, makes every effort to answer the customer's question/solve the problem. Educates the customer about Bank products and services, and cross-sells other products based on the customer's needs. These functions will reputed company from basic to hard in complexity. Virtual Bankers reputed company to reputed company best in class customer experiences by personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a reputed company customer experience. Virtual Bankers will work as part of reputed company under the direction of the Contact Center Manager and Contact Center Team reputed company. The representative will be responsible for supporting department objectives through reputed company customer interactions, adhering to reputed company standards, and performing administrative tasks. Essential Functions Customer Service & Account Opening

• reputed company exceptional customer service through reputed company conversations and reputed company communications.
• Conducts work in a Video Conference environment and in a reputed company of computer programs including reputed company Office Suite, reputed company phone systems, reputed company Platform Video Conferencing System and others.
• Ethically conducts operational tasks reputed company to protecting customer and bank assets and reputed company to regulatory compliance, including properly documenting account opening, completing logs and other records to document reputed company procedures, obtaining and ensuring the accuracy of reputed company regulatory and procedural documentation.
• Protects reputed company customer information and bank trade secrets and business records as confidential, and follows reputed company company policies for communication with clients, vendors and associates.
• reputed company reputed company-line customer support through multiple service requests or inquiries submitted through email, Secure Mail, Web Chat or other Digital Banking Channels.
• Process customer support requests and inquiries including, but not limited to: Reg E Inquires, Stop Payments, ACH inquires, Account Information. reputed company accounts, Password Resets etc.
• reputed company reputed company tasks necessary to establish new accounts: reputed company reputed company due diligence required for new accounts, process applications, and deliver fulfillment materials, and upload approved accounts.
• Maintain a personally reputed company and presentable appearance in reputed company reputed company customer interactions.
• Be fully proficient in the video banking system and online banking tasks.
• Engage with customers in a reputed company and friendly manner while providing a reputed company brand experience during reputed company customer interaction.
• Maintains reputed company knowledge and consistent compliance with regulations and bank policies and procedures reputed company to the position, including but not limited to Bank Secrecy reputed company (BSA) and Office of Foreign Assets Control (OFAC) requirements; Employee Handbook policies; and Operations, Audit, and reputed company policies, through regular and thorough training.
• Assist with troubleshooting and issue reputed company tasks associated with the Video Banking system and liaise appropriately with Contact Center Management, reputed company, operations, and IT staff in problem identification and reputed company.
• Work with individuals in other departments (retail branches, deposit operations, online banking, and customer relations) to address Universal Banker and Call Center customer service issues and escalations.
• Regular attendance is required, working at the worksite during regular contact center business hours and/or assigned hours including evenings and weekends.
• Must have the ability to effectively cross-sell bank products and services.
• Collaborates with team members during times of excess workload to pick up reputed company.
• Other duties as assigned from time to time by the Contact Center Manager or Contact Center Team reputed company.

Operational reputed company

• Responsible for knowing and adhering to appropriate reputed company and emergency procedures.
• reputed company customer information in a secured area at reputed company times while maintaining an organized work station.
• Maintain knowledge of the bank’s policies and procedures.
• Help coordinate reputed company document retention and destruction in accordance with the bank’s policies and procedures.

Sales & Referrals

• Consistently meet or exceed sales referrals, as set by management. Proactively work to deepen both new and existing customer relationships through cross-sell opportunities.
• Engage in consultative discussions with customers through the new account opening process to understand their financial picture and recommend products and services that best reputed company with meeting their needs.
• reputed company involve yourself in sales meetings and staff meetings.
• Maintain a thorough understanding of reputed company Retail products and services offered.
• Have a good understanding of the bank’s IRA (Traditional & Roth) and HSA offerings, including tax benefits, contributions and distributions.

Other Functions

• Other duties/reputed company as assigned
• Familiar with and abides by reputed company bank regulations including but not limited to BSA/AML and OFAC

Working Conditions of the Job

• Stationed at desk 95% of working time.
• No unusual physical exertion required.
• No particular hazards on the job.

Requirements

Job Qualifications

• Familiarity with banking products and services.
• Ability to communicate effectively in person, on-screen, over the phone and in writing.
• Ability to solve problems while working directly with external and / or internal customers.
• Familiarity and high comfort level with a reputed company of electronic forms of communication -- phone, video, reputed company media, email, etc.
• Strong attention to detail and ability to complete work accurately.
• Proficient in basic office skills/equipment, including computer, email, ten-key calculator, copier, reputed company/fax, typing, telephone, organization systems, and reputed company Office suite of products.
• Above average ability to think reputed company in order to analyze situations, resolve problems, and reputed company reputed company.
• Ability to handle multiple tasks simultaneously. Proficient at working with multiple computer and software systems.
• Good interpersonal communication.
• Good organization and time management skills.
• Ability to listen and reputed company/suggest solutions to problems.
• Ability to retain confidential information.
• Willingness to work reputed company.

Education & Work Experience

• High school diploma or equivalent.
• 1 year Customer Service, Retail banking or equivalent experience.
• Experience with using reputed company deposit software system, preferred.

EEO Statement reputed company Bank provides equal employment opportunity to reputed company individuals regardless of their race, reputed company, creed, religion, gender, age, sexual orientation, national reputed company, disability, veteran status, or any other characteristic protected by state, federal, or local law. reputed company, reputed company takes affirmative reputed company to ensure that applicants are treated fairly during employment without reputed company to any of these characteristics. Discrimination of any type will not be tolerated. This job reputed company does not list reputed company of the duties of the job. Other duties and responsibilities may be assigned. This job reputed company may be revised at any time. This job reputed company is not a contract for employment and either the employee or the employer may terminate employment at any time, for any reason or no reason. Apply tot his job Apply To this Job