Call Center Relationship Manager

Home Bank SB•Martinsville, IN

4d•Onsite

About The Position

The primary responsibilities of this position are to provide individualized customized services. Other responsibilities include assisting other bank staff in helping customers, as needed. This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.

Requirements

General business and financial knowledge
Relationship Manager job knowledge
Knowledge of department-related financial services regulations and compliance
Knowledge of fraud: prevention and detection
Knowledge of all digital banking channels
Strong knowledge of the company's products, services and policies
Knowledge of payment systems and ACH as well as their applicable regulatory requirements
High School diploma or equivalent.
This job requires skills needed in a typical office environment. This includes computer skills as well as utilization of office equipment.

Nice To Haves

2-3 years customer service/sales experience preferred.

Responsibilities

Provides excellent customer service to both internal and external customers
Provides individual customized services to customers
Learns about customers' financial situations and needs and provides advice about the bank's products and services
Works with customers to help them establish new accounts
Works with customers to provide for consumer lending needs
Works with customers to provide support across all digital banking channels
Provides customers with account updates on a timely basis
Assists other bank staff in helping customers as needed, including teller functions
Communicates in a straightforward and assertive fashion
Updates relevant people with timely information
Listens carefully to what others are saying
Respects and considers all opinions, even counter-opinions
Assumes responsibility for mistakes and failures
Demonstrates consistency between what is said and what is done
Behaves according to sound ethical and legal standards
Is respectful of others
Balances individual goals with team goals
Builds and maintains productive relationships with people throughout the organization
Maintains composure in frustrating situations
Demonstrations flexibility in working with others
Adapts to help others adapt to change
Effectively responds to customer needs
Answers customer questions and fully addresses their concerns
Quickly and practically solves customer's problems
Demonstrates appropriate discretion; keeps confidential information private
Demonstrates good interpersonal communication and presentation skills
Manages difficult customer situations and treats others with respect
Maintains a neat and professional appearance
Demonstrates a consistently high level of professional judgment
Provides customers with accurate and reliable financial information
Demonstrates strong customer service and communication skills
Maintains independent and objectivity in carrying out job responsibilities
Develops strong relationships with existing customers
Projects a good impression of the bank and its integrity
Uses contacts in the business community to produce business for the bank
Can think quickly and develop practical solutions to problems
Cross-sells the bank's products and services to customers
Refers bank customers to specialists in other product areas, as needed
All positions within Home Bank SB must comply with all state and federal laws and regulations as per the Bank's compliance policies and procedures.