Senior Representative, Consumer Banking Deposits
About The Position
The Senior Representative, Consumer Banking Deposits handles inbound customer calls about deposit accounts. The role answers questions about existing accounts and explains products and value propositions to help acquire new accounts and customers. Representatives are a first point of contact, work to strengthen customer relationships, and support account maintenance. This is a work-from-home role, but applicants must live within 60 minutes or 60 miles of Charlotte, NC. The role may require multiple days of onsite training and periodic travel to a nearest Hub for in-person business or team meetings, training, and culture events.
Requirements
- At least 6 months of experience in financial services or consumer banking.
- At least 6 months in the current role; externally hired employees after 1/1/20 must have at least 9 months in their current role.
- At least a satisfactory performance rating.
- Not be on active formal or final formal corrective action.
- Ability to work a flexible schedule that includes weekends and holidays.
- High school diploma or equivalent.
- At least 18 years of age.
- Willingness to take a drug test, submit to a background investigation, and provide fingerprints as part of onboarding.
- Ability to satisfy Section 19 of the Federal Deposit Insurance Act.
- Legal authorization to work in the United States; employment visa sponsorship is not available.
- Must live within 60 minutes or 60 miles of Charlotte, NC.
Nice To Haves
- Consumer banking experience.
- Strong ability to resolve concerns and de-escalate while providing first-call resolution.
- Ability to learn and adapt in a fast-paced environment.
- Attention to detail.
- Self-starter who is also a team player.
- High level of integrity.
- Ability to process information, analyze data, and offer effective solutions.
- Knowledge of MS Excel, Word, and PowerPoint.
- Ability to handle and prioritize multiple tasks.
- Strong interpersonal skills and two-way communication.
Responsibilities
- Answer inbound customer calls regarding all aspects of their accounts.
- Access multiple electronic systems efficiently to provide complete responses.
- Enhance and strengthen customer relationships.
- Assist with account maintenance, including opening accounts, CD renewals, and money movement.
- Provide senior management with customer feedback and suggestions for product and process improvements.
- Perform other duties or special projects as assigned.
Benefits
- High starting wages.
- Comprehensive benefits package available from day one.
- Tuition reimbursement.
- Medical coverage for the employee and their family.
- 401(k) with company match.
- Continuous learning opportunities and clear paths for advancement.
- Eligibility for an annual bonus based on individual and company performance.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
