Jobs · Utah

Specialist, Retail Deposit

Sallie Mae · Mountain Home, UT · 1 wk ago
HybridFull-time

About the Role

When you join Sallie Mae, you become a champion for all students. We’re on a mission to power confidence as students begin their unique journey—helping them plan their higher education, successfully finish, and prepare for life after school. We’re changing because students need a better way, and we’re looking for people excited to drive this transformation, break barriers, and create better experiences for students and each other.

This is where diverse backgrounds, beliefs, and perspectives matter. You’ll be empowered to bring your authentic self to work, because feeling your best allows you to do your best.

Responsibilities

  • Respond promptly and professionally to incoming customer calls and emails regarding retail deposit accounts.
  • Provide accurate and detailed information about account features, interest rates, transaction history, and other relevant banking services.
  • Resolve customer complaints, concerns, and inquiries in a timely and satisfactory manner, adhering to company policies and procedures.
  • Update customer records and account information accurately and promptly in the customer relationship management (CRM) system or other relevant databases.
  • Identify opportunities to promote and cross-sell additional banking products and services based on customer needs and preferences.
  • Maintain confidentiality of customer information and adhere to data security and privacy regulations.

The above information describes the general nature and level of work performed by employees in this role; it is not a comprehensive inventory of all duties, responsibilities, and qualifications.

Requirements

Minimum

  • Familiarity with banking regulations, compliance standards, and customer data privacy.
  • Excellent verbal and written communication skills, with the ability to explain complex concepts clearly and concisely.
  • Strong problem-solving and decision-making abilities, with a customer-centric approach.
  • Proficiency in using customer relationship management (CRM) systems, banking software, and Microsoft Office Suite.
  • Ability to work in a fast-paced environment, handle multiple tasks simultaneously, and meet deadlines.
  • Exceptional interpersonal skills and a positive attitude when dealing with customers and colleagues.

Preferred

  • High school diploma or equivalent; bachelor's degree in business, finance, or a related field is a plus.
  • 0-1 years of experience in a retail banking call center or customer service environment, preferably in a retail deposits servicing role.

Benefits

Our benefits take care of the whole you—so you can build your work around your life.

  • Competitive base salaries and bonus incentives.
  • Generous PTO, floating holidays, and 12 observed federal holidays.
  • Support for financial well-being and retirement:
    • 401k with employer match.
  • Comprehensive medical, dental, vision, hospital indemnity, critical illness, and pet insurance.
  • Employer-paid short-term/long-term disability and basic life insurance.
  • Flexible hybrid working arrangements.
  • Paid parental leave and adoption reimbursement programs.
  • Free access to on-site staffed fitness centers (in Delaware) and gym subsidy (for locations outside Delaware).
  • Confidential counseling support (EAP), health advocacy services, and wellness program with financial incentives.
  • Tuition reimbursement and family scholarship programs.
  • Career development and training opportunities.

Similar jobs

Retail Specialist

Valore CampusCypress, TX· 1 mo ago
Information Technology$21.64/hrapply on gtmarketplace.clearcompany.com

Retail Specialist

Empire Marketing StrategiesFond du Lac, WI· 1 mo ago
Business Developmentapply on recruiting.paylocity.com

Retail Specialist

SunrunMission Viejo, CA· 1 mo ago
Business Development$51k–$87k/yrapply on careers.sunrun.com

Retail Specialist

Empire Marketing StrategiesWenatchee, WA· 1 mo ago
Business Development$21–$25/hrapply on recruiting.paylocity.com

Retail Specialist

Empire Marketing StrategiesMadison, WI· 1 mo ago
Business Developmentapply on recruiting.paylocity.com

Retail Specialist

HPM Building SupplyHilo, HI· 2 mo ago
Salesapply on applicantpro.com