Banking Customer Care & Relationship Builder

Veraban; Longview (TX); On-site; USD 32,000 - 42,000; Full time

Job summary

Veraban in Longview, TX is seeking a Customer Contact Center Representative I to handle inbound calls, after-hours tickets, and customer emails, ensuring satisfactory outcomes for customers and the bank.

This role involves selling and cross-selling products, using the nCino CRM, processing transactions, and maintaining confidentiality while delivering accurate information and compliant service.

Qualifications

• High school diploma or equivalent experience.
• Excellent oral and written communication skills.
• Ability to sell, cross-sell and refer bank products and services.
• Ability to work independently and as a team with good time management.
• Knowledge of personal computer and related work processing and spreadsheet software.

Responsibilities

• Respond to inbound calls, after-hours tickets, and emails with accurate information.
• Research balances, transactions, and statement details.
• Cross-sell and refer bank products and services.
• Use DocuSign and the bank's CRM to log activity.
• Maintain confidentiality and comply with banking regulations.

Skills

Excellent communication

Sales & cross-sell

Independent & team work

Time management

PC & spreadsheet basics

Education

High school diploma or equivalent

Tools

DocuSign

nCino CRM

Job description

Veraban in Longview, TX is seeking a Customer Contact Center Representative I to handle inbound calls, after-hours tickets, and customer emails, ensuring satisfactory outcomes for customers and the bank.

This role involves selling and cross-selling products, using the nCino CRM, processing transactions, and maintaining confidentiality while delivering accurate information and compliant service.