Call Center Representative (Part-time)

Security Federal Savings BankKokomo, IN
96d

About The Position

The position involves answering call center calls and Banno Chats, providing assistance with account balances, account history, password resets for e-banking, bill pay inquiries, statements, debit card issues, and ordering. The role also includes filling out fraud and merchant disputes, adding travel notes, raising card limits, answering questions regarding deceased customer processes, and handling basic loan inquiries. The employee is expected to complete other job functions while providing excellent customer service and ensuring compliance with policies and procedures.

Requirements

  • High school diploma or equivalent.
  • 2 years of banking experience preferred but not required.
  • Good understanding of financial products and services.
  • Exceptional customer service and professional skills.
  • Good organizational and interpersonal communication skills.
  • Good conflict management, time-management, and stress management skills.
  • Ability to multi-task, work independently, delegate, and make decisions.
  • Good knowledge of SilverLake, Fedline, Verafin, CPI/Card@Once, Vertex Teller Systems, Aurora, Synergy, and Cognos report functions.
  • Basic computer and keyboard skills including Microsoft Word, Excel, and PowerPoint.
  • Team player.

Responsibilities

  • Answer telephone calls and Banno Chats regarding customer account information and inquiries.
  • Provide account balances, transaction history reviews, and statement inquiries.
  • Assist with stop payments, written statements of unauthorized debits, transfers, and AFT issues.
  • Aid customers in selecting deposit accounts and cross-sell bank products.
  • Process incoming and outgoing wires in compliance with bank policies and procedures.
  • Handle debit card issues, including ordering new cards, adding travel notes, and raising card limits.
  • Answer questions regarding deceased customer processes.
  • Participate in weekly Branch huddles and weekly Cultivate Performance Growth Meetings.
  • Complete monthly check-ins with the manager.
  • Coordinate PTO days with Branch staff to ensure accurate staffing.
  • Perform other duties as directed by supervisor.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service