Call Center Representative - Richardson Operations Center

Essential Functions/Job Responsibilities

• Respond to customer inquiries regarding banking products and services by phone, and online messages.
• Answer customer questions regarding account information, transactions, balances, and other banking related topics.
• Absorb customer requests for account transfers, withdrawals, and other transactions.
• Identify Red Flags for potential Fraud and assist customer with a resolution.
• Handle customer complaints in a professional manner and escalate issues as needed.
• Provide information about banking products such as credit cards, loans, and investment opportunities.
• Process payments and deposits for customers accurately and in a timely manner.
• Follow established procedures for customer authentication and account verification.
• Research customer inquiries and provide accurate and detailed information.
• Update customer records and accounts in the system.
• Absorb branch staff with customer inquiries and manage request ticketing system.

Job Requirements

• High school diploma or equivalent
• 1+ years of banking and customer service
• Familiarity with banking products and services
• Knowledge of regulatory standards and compliance procedures
• Exceptional written and verbal communication and problem-solving skills
• Proficient in the use of banking software applications and computer systems, including Microsoft Office applications
• Ability to: Prioritize tasks, Handle customer inquiries with patience and professionalism, Work independently and as part of a team, Work in a fast-paced environment