Banking Care Specialist - Inbound Support & Cross-Sell

American National bank of Texas; Mesquite (TX); On-site; USD 32,000 - 42,000; Full time

Job summary

American National Bank of Texas in Mesquite is seeking a Customer Care Unit Specialist to handle daily inbound contact center operations, answer customer inquiries, process transactions, troubleshoot issues, and identify opportunities to refer or sell bank products based on customer needs.

Responsibilities include assisting customers with paying and receiving transactions as a virtual teller, handling loan applications, and providing accurate information about services.

Qualifications

• High School diploma or equivalent educational/work experience.
• 1 year general banking, customer service or call center experience.
• Bilingual (Spanish) language skills preferred.

Responsibilities

• Assists customers with paying and receiving transactions as a virtual teller and processes consumer loan applications and new accounts via phone and internet.
• Provides timely and accurate information regarding bank services and resolves problems.
• Performs operational procedures and maintenance required to support the process of providing quality customer service.
• Looks for cross-sell opportunities by uncovering new and existing customer expansion opportunities and refers customers to appropriate bank area.
• Keeps informed about bank services and products in general and bank procedures in order to effectively serve the customer.
• Demonstrates professional, prompt and courteous service and shows respect and confidence when assisting customers.

Skills

Microsoft Excel

MS Word

Basic math

Written instructions

Keyboarding

Education

High School diploma or equivalent

Job description

American National Bank of Texas in Mesquite is seeking a Customer Care Unit Specialist to handle daily inbound contact center operations, answer customer inquiries, process transactions, troubleshoot issues, and identify opportunities to refer or sell bank products based on customer needs.

Responsibilities include assisting customers with paying and receiving transactions as a virtual teller, handling loan applications, and providing accurate information about services.