This role involves providing exceptional customer experiences through various client interactions, managing inquiries and issues promptly and effectively. The representative will identify customer needs, offer solutions, and advise on products and services, particularly in digital banking. They will also handle financial transactions accurately and efficiently, and identify cross-sell opportunities or refer customers to internal partners. The position requires contributing to business objectives by identifying advice and referral opportunities, promoting the full suite of products and services, and adhering to operating policies and procedures. Teamwork, continuous learning, and maintaining a positive, equitable work environment are also key aspects of the role. The role requires a broad knowledge of the business area's products, services, and processes, with a moderate level of complexity and risk. It involves providing inbound and/or outbound service and advice on moderately complex financial products, explaining detailed information, and building relationships with customers and related teams. Problem resolution within discretion and authority is expected, with escalation for non-standard issues. Full proficiency is gained through job-related training.
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Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED