Virtual Banker I
Virtual Banker I
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1 Vacancy
Job Description
Job Description
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships doing the right thing exceeding expectations and having a strong commitment to diversity and inclusion. You will build and maintain long-lasting meaningful relationships with clients by engaging with them to understand their specific financial needs. You will have the opportunity to help people experience our Customer Promise by helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Virtual Banking Assistant in Consumer Banking you will contribute significantly to the success of the Virtual Branch helping clients by providing strong customer service offering advice and sharing products and services to help them meet their financial needs. You will engage clients over the phone and video both inbound and outbound providing strong customer service offering advice sharing products and services to help them meet their financial needs by making them feel appreciated and being their advocate. You will also show initiative and proactively prevent problems for our clients while being able to maintain success in an ever-changing environment.
Job Responsibilities
Operates within established risk parameters/tolerances and meets internal/external risk and compliance obligations including completion of required training while learning products services and procedures quickly and accurately
Delivers exceptional customer experience by acting with a client-first attitude while engaging and partnering with team members and other lines of business to offer most appropriate solutions
Exhibits excellent communication skills in person over the phone and through email while professional thorough and organized with strong follow-up skills
Possesses drive initiative and knowledge to provide financial options for clients using a consultative approach while educating and connecting clients to technology solutions tailoring features and benefits of products and services to clients with differing needs
Displays confidence with clients when sharing advice product knowledge and solutions while making personal connections engaging educating them and building lasting relationships
Required qualifications capabilities and skills
High school degree GED or foreign equivalent
6 months of customer service experience
Ability to work Virtual Branch hours including evenings and some weekends
Preferred qualifications capabilities and skills
College degree or military equivalent
Professional interpersonal thorough detailed oriented and organized with follow-up skills
Strong desire and ability to influence educate and connect customers to technology
Experienced in retail banking financial services or consultative customer relationship role in a related industry with proven success deepening client relationships and delivering results.
Employment Type
Full-Time
