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Virtual Branch Representative
Virtual Branch RepresentativeUnion State Bank • Newton, KS, US
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Virtual Branch Representative

Virtual Branch Representative

Union State Bank • Newton, KS, US
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Job Description

Job Description

Benefits :

  • Life Insurance
  • Disability Insurance
  • ESOP
  • 401(k)
  • Dental insurance
  • Health insurance
  • Paid time off
  • Tuition assistance
  • Vision insurance

Position Title : Virtual Banking Representative

Reports To : Manager of Customer Service Center

Status : Hourly; Non-Exempt

Position Summary : This position is responsible for providing exceptional customer service to customers / clients on the telephone. This includes accounts opened online, technical support on products and services provided by the bank. This position will process lock box transactions.

Principal Responsibilities and Duties :

  • Provide exceptional customer service including answering incoming phone calls promptly, within three rings.
  • Know bank products and services to be able to identify customer needs and provide bank offered solutions.
  • Provide direct phone support to customer(s) or connect customer(s) with the proper personnel / department best suited to handling their specific needs.
  • Authenticate customers and process various customer transactions in a timely, efficient, and friendly manner.
  • Process accounts opened online and provide online customer service when applicable.
  • Performing assigned duties timely and manage exceptions within established time limits.
  • Process Digital Lockbox services by manually extracting payments from envelopes, separating, and sorting checks and invoices to prepare deposits in accordance with client specifications and required workflows.
  • Provide support to customers through any remote channel offered by the bank which could include voice, email, secure messaging through digital banking, video, text, or chat.
  • Troubleshoot, research, respond, and provide training to customers on bank services, technology, and related issues.
  • Complete all required paperwork and reports accurately and timely.
  • Comply with banking regulations as they relate to customer confidentiality.
  • Perform other duties as may be required or assigned.
  • Supervisor Responsibilities : N / A

    Education and Experience Requirements : High school graduate or equivalent required. Previous banking experience preferred. Understands Federal, State and Union State banking rules and regulations. Bank related courses strongly recommended.

    Specific Skills Required : Ability to communicate, written and verbal, effectively with people both internally and externally. Must provide excellent customer service. High degree of accuracy and attention to detail with the ability to handle multiple tasks and meet deadlines. Ability to identify and resolve problems. Organizational and time management skills. Ability to work with all levels within the organization. Basic computer skills to include proficiency in Microsoft Office Suite. Able to handle confidential information and positively represent the company.

    Competencies : Communication, problem solving, strategic thinking, critical thinking, decision making, and strong collaboration.

    System Accesses : Fiserv Precision, Fiserv Client Central, Microsoft Office Suite, etc.

    Equipment Used : Office equipment which includes computer, multi-line phone system, multi-function unit, imaging scanner, etc.

    Working Conditions : Work is performed in an office environment. Prolonged (90%) sitting and periodic (less than 10% of the time) physical exertion to manually move, lift, carry or push heavy objects or materials weighing up to 50 pounds; Constant and repetitive use of arms and hands below shoulder level for computer usage; This position requires the individual to perform normal office activities including, but not limited to, lifting, filing and retrieving, operating office equipment, etc. Travel between locations may be required.

    This job description describes the general nature and level of work performed by the employee assigned to this position. Responsibilities and duties describe those functions considered essential to the performance of the job. This description does not state or imply that these are the only duties and responsibilities assigned to the job. The employee may be required to perform other job-related duties as requested by their supervisor. All requirements are subject to change over time, at the discretion of your supervisor, and to possible modification to reasonably accommodate individuals with a disability.

    Union State Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender, identity, age, disability, or status as a protected veteran.

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    Representative Branch • Newton, KS, US

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