This is not a remote position
As a Virtual Banking Assistant, you’ll contribute significantly to the success of the Virtual Branch helping clients by providing strong customer service, offering advice and sharing products and services to help them meet their financial needs.
You will be engaging clients over the phone and video both inbound and outbound providing strong customer service, offering advice, sharing products and services to help them meet their financial needs by making them feel appreciated and being their advocate.
You will also show initiative and proactively prevent problems for our clients while being able to maintain success in an ever-changing environment.
Desired Skills :
- Minimum 6 months customer service experience is required
- Display confidence with clients when sharing advice, product knowledge and solutions while making personal connections, engaging, educating them and building lasting relationships
- Possesses drive, initiative and knowledge to provide financial options for clients using a consultative approach while educating and connecting clients to technology solutions tailoring features and benefits of products and services to clients with differing needs
- Excellent communication skills in person, over the phone and through email while professional, thorough and organized with strong follow-up skills
- Operate within established risk parameters / tolerances, and meets internal / external risk and compliance obligations, including completion of required training while learning products, services and procedures quickly and accurately
- Deliver exceptional customer experience by acting with a client-first attitude while engaging and partnering with team members and other lines of business to offer most appropriate solutions
- Ability to work Virtual Branch hours, including evenings and some weekends
Preferred qualifications, capabilities, and skills :
- Preferred experience in : Retail banking Financial services Consultative customer relationship role in a related industry, with proven success, deepening client relationships and delivering results
- College degree or military equivalent strongly preferred; High school degree, GED or foreign equivalent required
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