Telephone Financial Consultant

Function

Absorbs responsibility for ensuring all external and internal customer telephone inquiries and research requests are satisfied in a timely, courteous, and professional manner. Supports Branch Network to allow focus on In-Branch customers.

Duties And Responsibilities

• Promptly responds to customer/internal inquiries in a courteous and professional manner to ensure complete customer satisfaction.
• Provides customer and internal personnel with accurate product knowledge and service information, as well as operational knowledge that will assist personnel in the successful completion of their duties.
• Provides professional written correspondence to customers when necessary.
• Answers incoming customer service calls to include but are not limited to:
• Inquiries regarding deposit and loan accounts
• Account maintenance requests, including but not limited to: change of address, check ordering, related/unrelated account transfers, and stop payments
• Closing debit cards, ordering new debit cards, raising and lowering debit card limits, adding travel notes, removing fraud exclusion, and removing VAU
• Online banking and mobile banking inquiries, including but not limited to: enrolling new users, registering computers, unlocking accounts, online statements, and BillPay issues as well as assistance with BillPay limit increases.
• Furthermore, TFC’s should be familiar with all eligible cell phone and tablet types.
• Utilizes Financial Intelligence Group standards to detect suspicious callers and activity in order to combat fraud and minimize bank losses.
• Identifies and addresses customer needs by recommending applicable products and services that may represent a value to the customer.
• Aids the Branch Administration Department by identifying and reporting quality service concerns that may become apparent through customer interactions.
• Uses appropriate Customer Service/Sales/Correspondence Software to streamline process and improve efficiency.
• Makes infrequent outbound telemarketing calls.
• Refers customers with opening a deposit and/or loan account over the telephone to a Personal Banker.
• Recognizes opportunities to identify and meet needs resulting in new accounts and leads.
• Aids and encourages the sales process within the Solution Center Service.
• Aids in training new departmental employees.
• Demonstrates a strong ability to work independently, as well as motivated to work as a team player to contribute to the success of the department and in turn, the organization.
• May act as shift lead during evening and weekend hours of operation.
• Affords additional duties as required.

Education

Requires a high school diploma or equivalent basic academic education.

Experience

Requires one to two years general business experience. Up front training enables position to be hired with up to one year experience.

Physical Demands

Operates a keypad device: 99% of the day. Maximum lift is ½ pound several times per day. Requires the use of manual dexterity skills for typing on a frequent basis, up to 60% of the business day. Possess the ability to focus visually at a close distance of 18”-20” for a period of up to 60% of the business day.

Salary Range

$15.00 - $27.76