Location: Jericho, NY Description: Our client is currently seeking a Client Service Representative
This job will have the following responsibilities:
Furnish current and accurate information on all products, services, and special campaigns offered by the bank; resolve product or service related inquires and research issues accurately/efficiently by adhering to the “first call resolution” client service standard by responding to inquires accordingly; demonstrate ability to independently handle challenging client interactions with tact, professionalism and minimal supervisory support.
Meet and or exceed service, productivity and quality metrics set by department management, ensuring service provided exceeds client expectations; solidify client relationships by proactively identifying needs and offering services/products that will meet those needs.
Possess up-to date knowledge on all client service channels, in particular, emerging technology-related banking products, including online and mobile application banking.
Communicate with clients effectively (verbal, written, email) and provide feedback to supervisors.
Ensure compliance with all regulations, policies, and procedures.
Qualifications & Requirements:
At least 2 years customer service banking experience
One year of demonstrated successful sales experience in a salary plus incentive environment preferred
Extensive practical knowledge of Microsoft Office suite (Outlook, Excel, Word)
Ability to work a flexible and/or rotating schedule. May be required to work Saturdays, Sundays and extended hours.
Candidates with advanced degrees (Associates, Bachelor’s and/or Master’s) preferred yet a High School Diploma or GED is required. Candidates with some combination of coursework and experience, or extensive related professional experience, are eligible for consideration.
Proven ability to consistently deliver service excellence and proficient in sales techniques, including telemarketing consulting, prospecting and networking.
Possess a thorough knowledge of bank products and services as well as the financial services industry.
Excellent verbal and non-verbal communication skills, experience with outside calling preferred.
Strong financial acumen.
Strong interpersonal skills with ability to establish credibility and rapport, excellent customer relationship management skills.
Demonstrated math skills with an understanding of debit and credit relationships and negotiable instruments.
Other Attributes – flexible and agile; takes initiative and solves problems; decisive; outstanding ability to think outside-the-box and use resources at hand to effortlessly get to the bottom of an issue; extremely accurate and detail-oriented coupled with the ability to see the broader picture.
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Job ID: 721082
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