Telephone Financial Consultant

S; West Fairview (PA); Sur place; USD 21 000 - 38 000; Plein temps

Résumé du poste

TFC in Camp Hill, PA seeks a customer service representative to answer calls, assist with deposits, loans, online banking, debit cards, and help customers with product information. The role supports branch network and handles inquiries with courtesy and accuracy.

The ideal candidate has a high school diploma and 1–2 years of general business experience; training is provided. The job may include evenings/weekends and involves CRM software usage and occasional outbound calls.

Qualifications

• Requires a high school diploma or equivalent basic academic education.
• Requires one to two years general business experience.

Responsabilités

• Answer incoming customer service calls and inquiries.
• Provide accurate product information and service details.
• Assist with deposits, loans, and account maintenance requests.
• Support online banking and BillPay assistance.
• Use CRM software to streamline processes and record interactions.
• Assist in training new departmental employees.

Connaissances

Customer service

Communication

Typing

Phone etiquette

Formation

High school diploma or equivalent

Outils

CRM software

Email systems

Description du poste

Location:100 Corporate Center Drive Suite 200Camp Hill, PA 17011or2416 Philadelphia StreetIndiana, PA 15701or539 West Mahoning St.Punxsutawney, PA 15767Hours:Monday -Friday 7:00a.m. - 7:00p.m.Saturday 8:00a.m.-3:00p.mSunday 10:00a.m.-3:00p.m.(Additional hours as necessary to meet the objectives of the department)Function :Assumes responsibility for ensuring all external and internal customer telephone inquiries and research requests are satisfied in a timely, courteous, and professional manner. Supports Branch Network to allow focus on In-Branch customers.Duties and Responsibilities:Assumes responsibility for ensuring the satisfactory handling of internal or customer related telephone inquiries or service-related problems by performing the following functions:Promptly responding to customer/internal inquiries in a courteous and professional manner to ensure complete customer satisfaction.Providing customer and internal personnel with accurate product knowledge and service information, as well as operational knowledge that will assist personnel in the successful completion of their duties.Providing professional written correspondence to customers when necessary.Answers incoming customer service calls to include but are not limited to:Inquiries regarding deposit and loan accountsAccount maintenance requests, including but are not limited to: change of address, check ordering, related/unrelated account transfers, and stop paymentsResponsible for closing debit cards, ordering new debit cards, raising and lowering debit card limits, adding travel notes, removing fraud exclusion, and removing VAUOnline banking and mobile banking inquiries, including but are not limited to: enrolling new users, registering computers, unlocking accounts, online statements, and BillPay issues as well as assistance with BillPay limit increases. Furthermore, TFC’s should be familiar with all eligible cell phone and tablet types.Utilizing Financial Intelligence Group standards to detect suspicious callers and activity in order to combat fraud and minimize bank losses.Identifies and addresses customer needs by recommending applicable products and services that may represent a value to the customer.Assists the Branch Administration Department by identifying and reporting quality service concerns that may become apparent through customer interactions.Uses appropriate Customer Service/Sales/Correspondence Software to streamline process and improve efficiency.Makes infrequent outbound telemarketing calls.Refers customers with opening a deposit and/or loan account over the telephone to a Personal Banker.Recognizes opportunities to identify and meet needs resulting in new accounts and leads.Assists Manager/Solution Center Service with facilitating operational procedures to staff.Assists and encourages the sales process within the Solution Center Service.Assists in training new departmental employees.Demonstrates a strong ability to work independently, as well as motivated to work as a team player to contribute to the success of the department and in turn, the organization.May act as shift lead during evening and weekend hours of operation.Assumes additional duties as required.Education:Requires a high school diploma or equivalent basic academic education.Experience:Requires one to two years general business experience. Up front training enables position to be hired with up to one year experience.Physical Demands:Operates a keypad device: 99% of the day. Maximum lift is ½ pound several times per day. Requires the use of manual dexterity skills for typing on a frequent basis, up to 60% of the business day. Possess the ability to focus visually at a close distance of 18”-20” for a period of up to 60% of the business day. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.Offered rates and salaries may vary based on geographic location, market data and on experience, education, and evidenced position specific skill requirements.For roles that are incentive eligible, payment is based upon the plan document and company, business, and/or individual performance.Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)Salary Range:$15.00 - $27.76