Virtual Banker

Full-time Description

CORE VALUES:
Park State Bank’s Core values are GROWTH, TEAMWORK, RESPONSIVE, TRANSPARENT, And INNOVATIVE. We endeavor to live by these values in all that we do!

MISSION:
The mission of Park State Bank is to deliver exceptional client service, strategic banking solutions and a community-friendly experience.

POSITION SUMMARY:

The Virtual Banker provide exceptional banking services to our clients through virtual channels, such as phone, video conferencing, chat, and email. This role assists clients with their financial needs, answers inquiries, provides guidance, and offers solutions to enhance their banking experience. The selected candidate will have a strong understanding of banking products, excellent communication skills, and a commitment to delivering outstanding customer service in a virtual environment.

The role performs routine transaction processing duties as needed for support. As needed, this role may rotate between locations.

• Virtual Customer Service:
  Provide personalized and professional banking support to clients through virtual communication channels, such as phone, video conferencing, chat, and email.
• Digital Tools:
  Demonstrate proficiency in using virtual banking platforms and applications. Assist clients in troubleshooting issues related to online and mobile banking platforms, including login problems and technical errors.
• Account Management:
  Assist clients with account-related activities, including transfers and maintenance, debit card inquiries, questions and requests regarding enrollment in self-service products. Utilize a working knowledge of the organization’s products to meet department productivity and quality standards.
• Problem Solving:
  Investigate and resolve client complaints, issues, and inquiries in a timely and efficient manner.
• Collaboration:
  
  Collaborate with other departments to resolve complex client issues and ensure a seamless customer experience.
• Compliance:
  Ensure strict adherence to all banking regulations, policies, and procedures during client interactions.
• Documentation:
  Maintain accurate records of client interactions, transactions, and issue resolutions.
• Quality Assurance:
  Maintain a high standard of service quality and contribute to the continuous improvement of virtual banking processes.

• Other duties may be assigned.

• Customer Orientation
• Results Orientation
• Integrity
• Initiative
• Team Player

• Must be proficient in using virtual communication tools, including video conferencing, chat, and email.
• Strong interpersonal and communication skills, both written and verbal.
• Customer service focused
• Maintain confidentiality of customer information
• Resourceful, well organized and ability to manage distractions
• Proficiency in using virtual communication tools, including video conferencing, chat, and email.
• Knowledge of banking products, services, and regulatory compliance.
• Problem-solving abilities and attention to detail.
• Ability to work independently in a virtual environment and collaborate with a remote team.
• PERFORMANCE MEASURES:
• Meets or exceeds quarterly goals as pre-established by immediate supervisor
• Maintains confidentiality of customer account information
• Follows established policies and procedures in responding to inquiries and requests
• Willingly participates in bank training, including sales and service training
• In compliance with all regulations related to job duties
• Effectiveness of communications and development of good working relationships with co-workers and customers

Will need to be able to handle stressful situations and function in a very fast-paced environment while remaining calm and precise. Must have excellent interpersonal and organizational skills and enjoy working with the public. Will need to communicate in a clear, concise, and pleasant manner.

On occasion, may have to work longer hours than scheduled.

Must be able to meet deadlines, multi-task and adjust priorities as necessary. Must possess strong organizational, analytical, communication, and interpersonal skills, including the ability to work with all levels of management…