Virtual Experience Banker I

About the role

Responsible for expanding and supporting client relationships via telephone and electronic communication methods. Offers appropriate bank products and services and provides quality client service.

Responsibilities

• Aid clients at the point of contact through telephone, email, video conference, live chat communication and quickly adopt to emerging solutions.
• Support client needs involving daily maintenance functions such as electronic Banking, BillPay, Mobile Banking, Money Movement, Payment requests as well as Debit Card related issues.
• Research and answer client inquiries and resolve problems for clients as necessary.
• Offer appropriate products and services of the bank by identifying existing Client’s needs and making recommendations.
• Develop and maintain a strong working knowledge of all relevant Bank products and services.
• Adhere to high ethical standards and comply with all policies/procedures/regulations/applicable laws.
• Complete other duties as assigned.

Requirements

• Virtual Experience Banker I: Proficiency in use of computers, and basic office equipment such as copiers, printers, fax machine, telephones, etc.
• Interpersonal communication skills to represent the Bank in a positive way in dealing with clients and other team members.
• Proficiency in Microsoft Outlook, Word and Excel.
• Maintain regular, consistent, and professional attendance, punctuality and professional appearance.
• Successful completion of compliance training deemed necessary by the Bank.
• Support clients with consumer online banking, debit card inquiries, password resets, and general account maintenance.

Qualifications

• Virtual Experience Banker II: Support clients with consumer and business online banking, debit card, ACH, wires, password reset, and disputes.
• Manage end to end dispute process.
• Support client money movement activities which include Consumer and Business ACH and wires.
• Develop and maintain a strong working knowledge of all relevant Bank products and services.

Skills

• Extensive knowledge of retail banking rules, regulations, policies and procedures.
• Ability to maintain confidentiality and exhibit a high degree of integrity.

Benefits

Standard office environment with climate control, and sufficient lighting.

Pay

Commensurate with experience.

Schedule

Varies based on team needs.