Contact Center Priority Banker - SLC, Utah
About The Position
At Regions, the Contact Center Priority Banker provides full-service banking to affluent clients through appropriate advice, guidance, and education on Regions’ financial products and services. The role serves customers from the top 10% of Regions’ customer base through inbound and outbound calls, identifies customer needs, educates customers about loan and deposit products, resolves issues, and refers customers to internal experts when complex financial needs arise. The position completes work with limited supervision and requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). The position is permanently onsite at Regions’ Contact Center in Salt Lake City, Utah. The schedule is Monday through Friday, 9:00 a.m. to 6:00 p.m. Mountain Standard Time. It requires tracking time and is eligible for overtime for hours worked beyond 40 per week under the Fair Labor Standards Act. The role is incentive eligible.
Requirements
- High school diploma or GED.
- Two years of experience in customer service, sales, or banking.
- Ability to accurately observe stable and scrolling on-screen text and images.
- Ability to accurately detect verbal information and communicate verbally using a headset or speaker and microphone.
- Ability to operate a keyboard and mouse to type and make on-screen selections.
- Ability to work at a computer for extended periods of time.
- Registration with the Nationwide Mortgage Licensing System and Registry (NMLS).
- For remote work from a location other than a Regions facility, internet download speed of at least 50 Mbps and upload speed of at least 5 Mbps, confirmed by speedtest.net or provider documentation; a direct Ethernet connection to the internet router is required, and satellite internet, Wi-Fi, and Wi-Fi extenders are not allowed.
- Ability to adhere to policies, procedures, and guidelines.
- Ability to handle multiple priorities simultaneously.
- Ability to problem solve.
- Ability to provide personalized customer service.
- Ability to work in a fast-paced and energetic environment.
- Basic computer skills and ability to navigate various systems.
- Intermediate knowledge of general banking, electronic banking, account opening processes, and credit card products and services.
- Strong communication skills and customer focus.
Nice To Haves
- College degree.
- One year of experience lending.
- One year of experience in relationship-based client consultation.
Responsibilities
- Achieve Contact Center targets and goals by identifying customer needs and providing appropriate advice, guidance, and education on Regions’ financial products and services.
- Achieve required levels of inbound and outbound phone calls from the top 10% of Regions’ customer base.
- Educate and advise customers on products and services, including all loan and deposit types.
- Take ownership of customer issues and work proactively with customers toward resolution.
- Refer customers to an internal team of experts when complex financial goals and needs are recognized.
- Complete work with a limited degree of supervision.
Benefits
- Paid vacation and sick time.
- 401(k) with company match.
- Medical, dental, and vision benefits.
- Disability benefits.
- Health Savings Account.
- Flexible Spending Account.
- Life insurance.
- Parental leave.
- Employee Assistance Program.
- Associate Volunteer Program.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
