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Phone banker / Personal banker / Bank Teller – Retail Banking

Fortira

Pasadena (CA)

On-site

USD 35,000 - 50,000

Full time

Yesterday
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Job summary

A leading company seeks a Call Center Representative in Pasadena, CA for a 6-month contract. Responsibilities include handling customer inquiries, cross-selling products, and providing banking solutions. Ideal candidates will have strong communication skills and knowledge of various operating systems to ensure exceptional service.

Qualifications

  • Knowledge of online, mobile, and tablet platforms.
  • Requires excellent verbal and written communication skills.

Responsibilities

  • Responds to customer inquiries and independently resolves issues.
  • Identifies cross sales opportunities and retains maturing accounts.
  • Processes maintenance transactions and guides customers.

Skills

Customer Service
Communication
Cross Selling
Problem-Solving

Job description

Position Details:

Job Title: Call Center Rep
Job Location: Pasadena CA 91103
Duration: 6 months contract (temp-to-perm)

Job Description:

Hours: 8:00am to 5:00pm
Position Summary: - Responds to customer inquiries and independently resolves issues. -Displays etiquette, knowledge, and solutions when servicing customers. -Identifies cross sales opportunities; cross sells products and services, retains maturing accounts, and solicits referral business. - Possess a solid understanding of online, mobile and tablet platforms and can successfully guide customers through their application or transaction. -Navigates customers by recommending digital products and services to meet servicing solutions. - Negotiates account renewal to retain and expand customer relationship. -Processes basic maintenance transactions and guides customers to financial solutions making banking convenient and simple. -Strong knowledge of Bank’s products and services leading to appropriate solution recommendations -Consistently achieves productivity and service key performance metrics. -Ensures adherence to Bank’s policies and standards on every transaction.

Required Skill Set: - Knowledge of the various operating systems available and compatible with Online Banking; Windows, IOS - Knowledge of the various browsers used/compatible with Online Banking; Internet Explorer, Safari - Knowledge of Mobile/Tablet devices and associated Operating Systems; Android/IOS - Requires excellent verbal and written communication skills.

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