Customer Solution Center Specialist

Hilltop HoldingsDallas, TX

About The Position

The Customer Solution Center Specialist is responsible for providing service beyond expectations via phone and Interactive Personal Teller Machines (PTMs). The Customer Solution Center is a combination of a traditional call center environment along with the advanced interaction of the PTM and online banking support. Customers using the PTM can choose to speak directly with a Customer Solution Center Specialist via live video to complete their transaction, as they would in a branch setting. Specialists can complete a range of services including routine account inquiries, cashing and depositing checks, account servicing and maintenance, explaining available products that may meet the needs of the customer. They will also be responsible for following-up on account leads that have been submitted online. Most importantly, the Specialist builds relationships with customers and identifies opportunities including recommending new accounts, other banking products, and/or loan opportunities.

Requirements

  • Ability to provide service beyond expectations via phone and Interactive Personal Teller Machines (PTMs).
  • Ability to complete routine account inquiries.
  • Ability to cash and deposit checks.
  • Ability to perform account servicing and maintenance.
  • Ability to explain available products that may meet the needs of the customer.
  • Ability to follow-up on account leads that have been submitted online.
  • Ability to build relationships with customers.
  • Ability to identify opportunities including recommending new accounts, other banking products, and/or loan opportunities.

Responsibilities

  • Providing service beyond expectations via phone and Interactive Personal Teller Machines (PTMs).
  • Completing routine account inquiries.
  • Cashing and depositing checks.
  • Account servicing and maintenance.
  • Explaining available products that may meet the needs of the customer.
  • Following-up on account leads that have been submitted online.
  • Building relationships with customers.
  • Identifying opportunities including recommending new accounts, other banking products, and/or loan opportunities.

Benefits

  • 11 Paid Holidays
  • 15 days of PTO
  • 401k Matching
  • Health Benefits
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