Contact Center Rep
Core
Handle customer questions, product inquiries, and complaints via telephone, email, and web channels while recommending products and processing transactions.
Role type
Contact Center Representative (Retail Banking)
Builds
Customer service interactions, product sales, and account management for existing and new account holders
Domain
Retail Banking
Deliverable
client delivery
Required skills
Active listening, clear articulation, data entry, computer proficiency, web navigation, sales targets achievement, compliance adherence
Preferred skills
Tact, diplomacy, handling confidential information
Technologies
Online reference systems, web-based applications, computerized documentation systems
Responsibilities
Greet and assist customers in a friendly, professional manner; resolve complaints and service requests; recommend suitable products and place orders; process inquiries related to deposits, withdrawals, payments, and general ledger entries; meet and exceed sales and service targets; direct customers to appropriate banking contacts; follow policies and procedures for daily operations, security, and compliance.
Seniority
Individual Contributor, entry to mid-level