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.
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.
American Fidelity Assurance (AFA) puts its faith in the American people and insurance policies. It provides voluntary supplemental life and...