Account Representative Jobs

Top community Bank in the Metro West has 2 new roles open as Account Representative's. You would be responsible for building primary relationships with customers by providing world-class service via email, Digital Banking and telephone systems. The role includes performing account services and providing solutions to customers’ inquiries.
Responsibilities

• Executes outgoing communication efforts for the bank via telephone, email, and/or regular mail
• Maintains knowledge of retail banking policies and procedures. Attends seminars regarding banking industry activities
• Discovers customer needs through conversations, questions and review of their accounts, and promotes and cross-sells Bank products and services based on their needs
• Provides a complete range of customer services including opening new accounts, explaining available bank products and services, and gathering customer information to process new and existing accounts on line
• Provides customers support through telephone and secure message channel including resolving issues to retail and electronic banking activities

Qualifications

• Assessing customer needs, providing solid recommendations, and building customer relationships to optimize sales opportunities with new and existing customers
• Good interpersonal, communication & computer skills
• Strong understanding of financial products and services and the ability to learn more
• Compliance with BSA regulations as appropriate to the position
• Proven organizational and customer service skills
• Successful completion of in-house training programs or other approved training programs
• Ability to apply critical thinking and problem solving skills
• Ability to establish credibility quickly with customers and team members
• Extensive knowledge of Retail Banking policies and procedures
• Effective interpersonal skills and confidence to offer products and services to customers
• Bachelor’s degree or equivalent retail banking and/or online banking experience
• Ability to work in a fast paced environment under time constraints when necessary

Compensation: Salary is 47K-52K plus overtime
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