- Responds to customer inquiries and independently resolves issues.
- Displays etiquette, knowledge, and solutions when servicing customers.
- Identifies cross sales opportunities; cross sells products and services, retains maturing accounts, and solicits referral business.
- Possess a solid understanding of online, mobile and tablet platforms and can successfully guide customers through their application or transaction.
- Navigates customers by recommending digital products and services to meet servicing solutions.
- Negotiates account renewal to retain and expand customer relationship.
- Processes basic maintenance transactions and guides customers to financial solutions making banking convenient and simple.
- Solid knowledge of Bank’s products and services leading to appropriate solution recommendations
- Consistently achieves productivity and service key performance metrics.
- Ensures adherence to Bank’s policies and standards on every transaction.
Required Skill Set:
- Knowledge of the various operating systems available and compatible with Online Banking; Windows, IOS
- Knowledge of the various browsers used/compatible with Online Banking; Internet Explorer, Safari
- Knowledge of Mobile/Tablet devices and associated Operating Systems; Android/IOS
- Requires excellent verbal and written communication skills.
📌 Phone banker / Personal banker / Bank Teller - Retail Banking (Pasadena)
🏢 Fortira
📍 Pasadena
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