Call Center CRA - Entry

Provident Savings Bank•Riverside, CA

1d•Onsite

About The Position

Founded in 1956 by Gordon Blunden, Provident Savings Bank was built on a simple but powerful vision: create a lasting business that serves the community for generations. Today, we continue that mission by delivering exceptional financial services with integrity, personalized attention, and a genuine commitment to our customers and neighbors. We believe our people are our greatest asset. That’s why we foster a supportive, team-oriented environment where employees are empowered to grow professionally, build meaningful relationships, and make a positive impact in the community. The Call Center CRA - Entry is responsible for providing superior quality customer service to all business lines of the bank as follows: Retail Banking, Internet Banking, Business Banking, Investments, and Mortgage Lending. Associates must be able to handle high volume of calls and cross-sell all bank product lines.

Requirements

High school diploma or equivalent.
Must have ability to work well with customers and staff, both in person and by telephone.
The ability to communicate effectively, both verbally and in writing, with all levels within the organization, as well as with outside contacts.
Must have good aptitude for numbers and detail.
Keyboarding and computer skills are necessary, as well as strong organizational skills.
Must have strong knowledge of Microsoft Word and Excel, as well as Outlook.
Must have a valid California driver’s license and carry current Valid CA driver’s license and current auto insurance meeting or exceeding CA DMV requirements is required.

Responsibilities

Must be able to handle specified number of inbound calls per day as set by management.
Will adhere to set, delegated authority limits.
Responsible for keeping current and knowledgeable on all Call Center reference materials (portfolio, rate sheets, memos, etc.) and bank policies and procedures, and attending training as required.
Will maintain a neat and orderly work area (i.e., reference materials and equipment).
Responsible for cross-selling products to customers and referring to appropriate department.
Achieves and maintains a high level of customer service while adhering to current policies and procedures.
Completes miscellaneous projects assigned by management within discussed timeframes.
Will be responsible for the proper and timely completion of assigned duties as indicated in the Bank Operations procedure manual.
Responsible for providing superior quality service in support of the strategic initiatives of the Bank Operations and Technology and Retail Banking divisions.
Responsible for maintaining high level of job performance to meet and/or exceed the standard for this position in order to ensure achievement of the Department’s goals.
Other duties/special projects as assigned.