Contact Center Agent

About the role

The Contact Center Agent position is very important and valued because you will be educating and assisting our most valuable asset - our customer - in a new and challenging way. Our Contact Center Agents must be highly skilled and possess knowledge touching all areas of the Richwood Bank. Richwood Bank prides itself on unique culture and all team members should be active and engaged participants.

Responsibilities

• Greets customers by phone and chat pleasantly and effectively
• Educates customers how to gain the most potential from the current services they have, and recognize opportunities to cross promote more products and services that will benefit their life goals
• Demonstrates knowledge of all accounts, products and services offered
• Supports customers with all account and service needs that are capable via phone or chat
• Sets appointments with customers who may need to be physically present for banking needs
• Communicates with teams and branches of appointments or customer follow up needs
• Stays current on rates for CDs, savings IRAs and interest-bearing checking
• Listens to customer needs and recommend the best solutions to help them succeed
• Assists team with miscellaneous office support as needed and when time allows
• Ensures work completed is accurate and appropriate. Verifies and validates all data to confirm accuracy and reliability. Paying close attention to details of all information received and entered.

Qualifications