Inbound Banking Support Specialist – Cross-Sell

UMB Bank; Wyoming (MI); On-site; USD 34,000 - 50,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching program

Annual incentive pay

Paid holidays

Medical, dental, vision insurance

Job summary

UMB Bank is seeking candidates for a Consumer Services Specialist who will join the call center team and handle inbound service center calls to deliver a high level of customer experience. The role focuses on answering questions, resolving problems, and cross-selling appropriate banking products.

The position requires basic banking knowledge, strong English communication, and the ability to work various shifts during service center hours.

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

English proficiency

Multisystem navigation

Privacy awareness

Training readiness

Phone communication

Education

High School Diploma or equivalent

Job description

UMB Bank is seeking candidates for a Consumer Services Specialist who will join the call center team and handle inbound service center calls to deliver a high level of customer experience. The role focuses on answering questions, resolving problems, and cross-selling appropriate banking products.

The position requires basic banking knowledge, strong English communication, and the ability to work various shifts during service center hours.