Senior Representative, Consumer Banking Deposits
Core
Handle inbound customer calls regarding deposit accounts, answer questions, and drive new account acquisition by explaining products and value propositions.
Role type
Senior Customer Service Representative (Consumer Banking Deposits)
Builds
Customer deposit accounts and relationships
Domain
Consumer Banking / Financial Services
Deliverable
client delivery
Required skills
Inbound call handling, account maintenance (opening, renewals, money movement), product knowledge, data analysis, multitasking, MS Office proficiency
Preferred skills
Consumer banking experience, conflict resolution, de-escalation, self-starter mindset, team collaboration
Technologies
MS Excel, Word, PowerPoint, multiple electronic banking systems
Responsibilities
Answer inbound calls about deposit accounts, access electronic systems to resolve inquiries, open and maintain customer accounts, provide input to management on product/process improvements, handle special projects
Seniority
Entry-level to Mid-level, hands-on IC