Call Center - Personal Banker
Posted on Sep 7, 2024 by Financial Staffing Resources, Ltd.
Irving, TX
Banking
Immediate Start
Annual Salary
Full-Time
Job Description
We have an immediate opportunity for a Personal Banker in our Call Center. Are you a driven individual looking to advance your career with a dynamic and progressive organization? We want to hear from you!
Position Overview:
As a key member of our team, you'll handle incoming calls from members, assist with orders, answer inquiries, troubleshoot problems, and provide valuable information. Your role will also focus on cross-selling our wide range of credit union products and services, particularly our lending products.
Key Responsibilities:
Member Interaction: Provide exceptional service by answering calls, addressing inquiries, resolving complaints, and troubleshooting issues. Cross-sell credit union products and services.
Transaction Processing: Handle various financial transactions including deposits, withdrawals, loan payments, cashier's checks, money orders, and cash advances. Ensure accurate daily balancing of transactions.
Account Services: Open and close individual retirement accounts, checking accounts, savings accounts, and term share accounts. Assist members with account issues and provide comprehensive account maintenance.
Loan Services: Receive, review, and submit applications for consumer loans and debit/credit cards. Conduct interviews with loan applicants, gather necessary information, and ensure the accuracy of all documentation.
Compliance and Accuracy: Ensure all transactions and services comply with established policies, legal requirements, and regulatory standards.
Essential Duties:
Member Support (70%): Respond to member inquiries via phone and email, resolve complaints, route calls, and follow up as necessary. Identify and pursue cross-selling opportunities.
Loan Assistance (5%): Conduct interviews with loan applicants, prepare and review loan documents, and explain loan options. Collaborate with Lending Support and Collections departments as needed.
Account Management (5%): Assist members with opening and closing accounts, answer questions about products and services, and resolve issues within your authority.
Transaction Processing (5%): Process financial transactions, balance cash drawers, and submit checks for electronic clearing.
Member Engagement (5%): Welcome members, provide routine information, and direct them to the appropriate departments for specific services.
Compliance (5%): Ensure adherence to loan terms and conditions, stay informed on current trends, laws, and regulations.
Additional Duties (5%): Perform other job-related tasks as assigned.
We have an immediate opportunity for a Personal Banker in our Call Center. Are you a driven individual looking to advance your career with a dynamic and progressive organization? We want to hear from you!
Position Overview:
As a key member of our team, you'll handle incoming calls from members, assist with orders, answer inquiries, troubleshoot problems, and provide valuable information. Your role will also focus on cross-selling our wide range of credit union products and services, particularly our lending products.
Key Responsibilities:
Member Interaction: Provide exceptional service by answering calls, addressing inquiries, resolving complaints, and troubleshooting issues. Cross-sell credit union products and services.
Transaction Processing: Handle various financial transactions including deposits, withdrawals, loan payments, cashier's checks, money orders, and cash advances. Ensure accurate daily balancing of transactions.
Account Services: Open and close individual retirement accounts, checking accounts, savings accounts, and term share accounts. Assist members with account issues and provide comprehensive account maintenance.
Loan Services: Receive, review, and submit applications for consumer loans and debit/credit cards. Conduct interviews with loan applicants, gather necessary information, and ensure the accuracy of all documentation.
Compliance and Accuracy: Ensure all transactions and services comply with established policies, legal requirements, and regulatory standards.
Essential Duties:
Member Support (70%): Respond to member inquiries via phone and email, resolve complaints, route calls, and follow up as necessary. Identify and pursue cross-selling opportunities.
Loan Assistance (5%): Conduct interviews with loan applicants, prepare and review loan documents, and explain loan options. Collaborate with Lending Support and Collections departments as needed.
Account Management (5%): Assist members with opening and closing accounts, answer questions about products and services, and resolve issues within your authority.
Transaction Processing (5%): Process financial transactions, balance cash drawers, and submit checks for electronic clearing.
Member Engagement (5%): Welcome members, provide routine information, and direct them to the appropriate departments for specific services.
Compliance (5%): Ensure adherence to loan terms and conditions, stay informed on current trends, laws, and regulations.
Additional Duties (5%): Perform other job-related tasks as assigned.
Reference: 196678113
https://jobs.careeraddict.com/post/94964954
Call Center - Personal Banker
Posted on Sep 7, 2024 by Financial Staffing Resources, Ltd.
Irving, TX
Banking
Immediate Start
Annual Salary
Full-Time
Job Description
We have an immediate opportunity for a Personal Banker in our Call Center. Are you a driven individual looking to advance your career with a dynamic and progressive organization? We want to hear from you!
Position Overview:
As a key member of our team, you'll handle incoming calls from members, assist with orders, answer inquiries, troubleshoot problems, and provide valuable information. Your role will also focus on cross-selling our wide range of credit union products and services, particularly our lending products.
Key Responsibilities:
Member Interaction: Provide exceptional service by answering calls, addressing inquiries, resolving complaints, and troubleshooting issues. Cross-sell credit union products and services.
Transaction Processing: Handle various financial transactions including deposits, withdrawals, loan payments, cashier's checks, money orders, and cash advances. Ensure accurate daily balancing of transactions.
Account Services: Open and close individual retirement accounts, checking accounts, savings accounts, and term share accounts. Assist members with account issues and provide comprehensive account maintenance.
Loan Services: Receive, review, and submit applications for consumer loans and debit/credit cards. Conduct interviews with loan applicants, gather necessary information, and ensure the accuracy of all documentation.
Compliance and Accuracy: Ensure all transactions and services comply with established policies, legal requirements, and regulatory standards.
Essential Duties:
Member Support (70%): Respond to member inquiries via phone and email, resolve complaints, route calls, and follow up as necessary. Identify and pursue cross-selling opportunities.
Loan Assistance (5%): Conduct interviews with loan applicants, prepare and review loan documents, and explain loan options. Collaborate with Lending Support and Collections departments as needed.
Account Management (5%): Assist members with opening and closing accounts, answer questions about products and services, and resolve issues within your authority.
Transaction Processing (5%): Process financial transactions, balance cash drawers, and submit checks for electronic clearing.
Member Engagement (5%): Welcome members, provide routine information, and direct them to the appropriate departments for specific services.
Compliance (5%): Ensure adherence to loan terms and conditions, stay informed on current trends, laws, and regulations.
Additional Duties (5%): Perform other job-related tasks as assigned.
We have an immediate opportunity for a Personal Banker in our Call Center. Are you a driven individual looking to advance your career with a dynamic and progressive organization? We want to hear from you!
Position Overview:
As a key member of our team, you'll handle incoming calls from members, assist with orders, answer inquiries, troubleshoot problems, and provide valuable information. Your role will also focus on cross-selling our wide range of credit union products and services, particularly our lending products.
Key Responsibilities:
Member Interaction: Provide exceptional service by answering calls, addressing inquiries, resolving complaints, and troubleshooting issues. Cross-sell credit union products and services.
Transaction Processing: Handle various financial transactions including deposits, withdrawals, loan payments, cashier's checks, money orders, and cash advances. Ensure accurate daily balancing of transactions.
Account Services: Open and close individual retirement accounts, checking accounts, savings accounts, and term share accounts. Assist members with account issues and provide comprehensive account maintenance.
Loan Services: Receive, review, and submit applications for consumer loans and debit/credit cards. Conduct interviews with loan applicants, gather necessary information, and ensure the accuracy of all documentation.
Compliance and Accuracy: Ensure all transactions and services comply with established policies, legal requirements, and regulatory standards.
Essential Duties:
Member Support (70%): Respond to member inquiries via phone and email, resolve complaints, route calls, and follow up as necessary. Identify and pursue cross-selling opportunities.
Loan Assistance (5%): Conduct interviews with loan applicants, prepare and review loan documents, and explain loan options. Collaborate with Lending Support and Collections departments as needed.
Account Management (5%): Assist members with opening and closing accounts, answer questions about products and services, and resolve issues within your authority.
Transaction Processing (5%): Process financial transactions, balance cash drawers, and submit checks for electronic clearing.
Member Engagement (5%): Welcome members, provide routine information, and direct them to the appropriate departments for specific services.
Compliance (5%): Ensure adherence to loan terms and conditions, stay informed on current trends, laws, and regulations.
Additional Duties (5%): Perform other job-related tasks as assigned.
Reference: 196678113
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