Banking Inbound Care Specialist — Cross-Sell Focus

UMB Bank; Provo (UT); On-site; USD 22,000 - 31,000; Full time

Benefits offered by this job

Paid Time Off

a 401(k) matching program

annual incentive pay

paid holidays

a comprehensive company sponsored bene

medical, dental, vision, and other ins

health savings, flexible spending, and

dependent care accounts

adoption assistance

an employee assistance program

fitness reimbursement

tuition reimbursement

an associate wellbeing program

an associate emergency fund

and various associate banking benefits

Job summary

UMB Bank in Provo, Utah, is looking for a Consumer Services Specialist to deliver an unparalleled customer experience by handling inbound service center calls and building relationships with customers.

You will access multiple systems to answer questions, provide information, and cross-sell products while learning through training and ongoing communications. A strong phone manner and privacy awareness are essential.

Qualifications

• High School Diploma or equivalent.
• Proficient in the English language.
• 1–2 years customer service or similar work experience.
• Knowledge of basic banking products including checking, debit, and credit card accounts.
• Ability to interact with and manage multiple computer systems to access client information.
• Basic understanding of privacy regulations and the need to authenticate customers prior to discussing account information.
• Demonstrates the ability to learn and pass assessments/training certificates.
• Demonstrates pleasant phone and interaction skills with customers.

Responsibilities

• Interact with customers over the phone by accessing multiple systems in order to answer a variety bank related questions, provide information, resolve problems and cross sell appropriate products.
• Continue learning and maintaining skills through classroom training, self-paced online learning and the review of regular department communications.
• Performance will be measured based on call quality, talk time, cross sale success rate and demonstration of target competencies with monthly incentive opportunity.
• Other duties as assigned.

Skills

Customer service

Phone communication

Banking knowledge

Multi-system access

Privacy regulations

Training certificates

Pleasant phone skills

Education

High School Diploma or equivalent

Job description

UMB Bank in Provo, Utah, is looking for a Consumer Services Specialist to deliver an unparalleled customer experience by handling inbound service center calls and building relationships with customers.

You will access multiple systems to answer questions, provide information, and cross-sell products while learning through training and ongoing communications. A strong phone manner and privacy awareness are essential.