Phone banker​/Personal banker​/Bank Teller – Retail Banking

Overview

Job Title:
Call Center Rep
Job Location:
Pasadena CA 91103
Duration: 6 months contract (temp-to-perm)

Hours:

8:00am to 5:00pm

• Responds to customer inquiries and independently resolves issues.
• Displays etiquette, knowledge, and solutions when servicing customers.
• Identifies cross sales opportunities; cross sells products and services, retains maturing accounts, and solicits referral business.
• Possesses a solid understanding of online, mobile and tablet platforms and can successfully guide customers through their application or transaction.
• Navigates customers by recommending digital products and services to meet servicing solutions.
• Negotiates account renewal to retain and expand customer relationship.
• Processes basic maintenance transactions and guides customers to financial solutions making banking convenient and simple.
• Strong knowledge of Bank’s products and services leading to appropriate solution recommendations.
• Consistently achieves productivity and service key performance metrics.
• Ensures adherence to Bank’s policies and standards on every transaction.

• Knowledge of the various operating systems available and compatible with Online Banking;
  Windows, IOS
• Knowledge of the various browsers used/compatible with Online Banking;
  Internet Explorer, Safari
• Knowledge of Mobile/Tablet devices and associated Operating Systems;
  Android/IOS
• Requires excellent verbal and written communication skills.