PROSPERITY BANK-posted 3 months ago
Full-time
Plano, TX
1,001-5,000 employees

Responsible for providing excellent customer service and maintaining strong professional relationships in the Bank’s Customer Service Center (call center). Courteously and promptly resolves customer questions and/or problems. Responsible for motivating, problem solving, training, and coaching a team of Customer Service Representatives. Responsible for performing a broad variety of financial services such as opening and closing accounts, renewing time deposit accounts, and assisting clients with account inquiries, maintenance, and problem resolution. Has extensive knowledge and experience of complex deposit and loan products and services such as IRA’s, Home Equity/Improvement Loans, etc. Identifies sales and referral opportunities and strives to meet related goals.

  • Assumes responsibility for the effective and professional performance of financial service functions.
  • Assist employees with the resolution of customer service related issues.
  • Provides leadership through effective goal setting, delegation, and communication.
  • Ensures that personnel are well informed of policies and procedures.
  • Discusses service areas needing improvement.
  • Presents and explains Bank products and services to clients and assists in meeting their financial needs.
  • Answers questions and solves problems for clients by listening, collecting data, and securing answers.
  • Profiles clients to identify sales opportunities.
  • Consistently strives to meet referral and call quality goals.
  • Assumes responsibility for establishing and maintaining effective, professional business relations with clients.
  • Resolves client requests and questions promptly, courteously, and professionally.
  • Receives and processes new client accounts and changes to existing accounts.
  • Maintains privacy of customer account information.
  • Maintains and projects the Bank’s professional reputation.
  • Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management.
  • Assists their team as needed.
  • Keeps supervisor informed of area activities and significant problems.
  • Completes required reports and records accurately and promptly.
  • Attends meetings and training classes that may be held on weekdays, evenings, and/or Saturdays.
  • Conducts team meetings in order to keep the team informed, as needed.
  • Assumes responsibility for related duties as required or assigned.
  • Actively and professionally sells Bank products and services.
  • Performs related clerical duties as needed.
  • Ensures that work areas are clean, secure, and well maintained.
  • High school graduate or equivalent.
  • Knowledge of Company products, sales policies, and procedures.
  • 1 year of customer service and data entry experience preferred.
  • Excellent communications and public relations skills.
  • Well organized.
  • Detail oriented.
  • Willingness to assist others.
  • Strong leadership abilities.
  • Able to use PC, calculator, and office equipment.
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