Part-Time Customer Service Lead
First Fidelity Bank - Norman, OK

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Job Summary:
Develops and maintains strong client relationships by recognizing client needs through effective listening skills, asking need-defining questions, and recommending appropriate products or services. Collects and analyzes data resulting in problem solving and client solutions. Demonstrates a strong desire to build client respect and trust through credibility, friendliness, sincerity, and patience. Uses excellent telephone communication skills to present his or herself as a skilled professional putting the client at the center of every interaction. Provides telephone support for Treasury Management Clients utilizing the Bank’s Treasury Management depository products and services.

Primary Duties/Responsibilities:
This list includes the current primary responsibilities of this position. It is not intended to be all-inclusive and is subject to change, as needed, for the purpose of operational efficiency and necessary reasonable accommodations.
  • Provides prompt, courteous, and accurate service to bank clients via the telephone.
  • Become the expert on Treasury Management products and services.
  • Recognizes client needs and matches them with appropriate products through sales or referrals.
  • Demonstrates good team skills by contributing ideas and suggestions that benefit the team and clients.
  • Makes efficient use of time in the face of constant interruptions.
  • Works well in a group setting and maintains a courteous and professional demeanor.
  • Repair client relationships through confident and professional handling of escalated calls.
  • Secondary on answering secure and unsecure mails from clients
  • Secondary to setup and reset Mobile Deposit request
  • Co-Mentor new hires from start to finish and communicate with CS Manager scheduling the new hires training guide
  • Secondary to work Visa Fraud Alerts by making outbound calls and monitoring until synapsys event(s) are resolved.
  • Answer incoming calls at the Central Switchboard as needed.
  • Performs other relevant duties as assigned.

First Fidelity Bank - 23 months ago - save job - copy to clipboard
About this company
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American Fidelity Assurance (AFA) puts its faith in the American people and insurance policies. It provides voluntary supplemental life and...