Virtual Center Experience Expert

Core Bank; Omaha (NE); On-site; USD 32,000 - 45,000; Full time

Job summary

Core Bank in Omaha, NE is seeking a Universal Banker to provide exceptional in-person and phone support, process account maintenance, and guide customers through banking products. You will welcome customers, answer inquiries, and open/close accounts with a focus on accuracy and relationships.

The role emphasizes teamwork, confidentiality, and compliance while delivering a friendly, knowledgeable customer experience in a fast-paced, on-site environment at our Headquarters in Omaha.

Qualifications

• High school diploma or equivalent required.
• Previous banking experience preferred, but not required.
• Strong customer service, communication and problem solving skills.
• Proficient computer skills.
• Basic math skills.
• Knowledge of telephone and business etiquette.
• Basic PC operation - Microsoft Office and Internet.
• Basic telephone system operation.
• Ability to maintain confidentiality.
• Ability to function well as a team player and work with limited supervision.

Responsibilities

• Answer incoming calls and emails professionally with a Customer Obsession attitude.
• Operate and handle inquiries through an ITM.
• Provide information or referrals about bank products and services.
• Open, close and maintain accounts.
• Build relationships by identifying needs and offering solutions.
• Provide accurate information based on product knowledge.
• Support Online Banking, Mobile Banking, Bill Pay, and other services.
• Participate in training and development programs.
• Maintain professional bank image and comply with policies and regulations.
• Perform clerical duties and support internal/external partners.

Skills

Customer service

Communication

Problem solving

Team player

Confidentiality

Multitasking

Telephone etiquette

Computer skills

Education

High school diploma or equivalent

Tools

Microsoft Office

Internet

PC operations

Telephone system

Job description

Company Overview

Core Bank is a high-performing, tech-forward community bank serving Omaha and Kansas City. Guided by our vision to be high-performing, solutions-based, and tech-forward, we combine trusted relationships with modern tools to deliver smarter, faster, and more personalized banking. Our culture—what we call our Recipe for Awesome—makes Core Bank more than a place to work or bank; it’s a place where people grow, solutions thrive, and together we build better. If you want to help us build something remarkable, then we'd love to get to know you. To learn more about what makes us - us, explore www.corebankcareers.com.

Company Overview

Core Bank is a high-performing, tech-forward community bank serving Omaha and Kansas City. Guided by our vision to be high-performing, solutions-based, and tech-forward, we combine trusted relationships with modern tools to deliver smarter, faster, and more personalized banking. Our culture—what we call our Recipe for Awesome—makes Core Bank more than a place to work or bank; it’s a place where people grow, solutions thrive, and together we build better. If you want to help us build something remarkable, then we'd love to get to know you. To learn more about what makes us - us, explore www.corebankcareers.com.

Position Summary

Universal Banker's are passionate - they want nothing more than to offer customers (and potential customers) a banking experience that will delight and surprise while answering all incoming customer calls and inquiries to the bank. They provide information in response to inquiries and requests via telephone or email about account maintenance, products, and services.

A Virtual Center Universal Banker's Responsibilities Include

• Answer incoming calls, by the third ring, and emails professionally with a Customer Obsession attitude while following the retail non-negotiables of customer experience. A smile should be detected in your voice!
• Operate and properly handle customer inquiries through an Interactive Teller Machine (ITM).
• Provide information or make appropriate referrals in response to external and internal inquiries about bank wide products and services.
• Opening, closing and performing maintenance on accounts.
• Building relationships with customers by identifying needs and offering solutions.
• Providing accurate information to customers based on product and service knowledge and understanding of the banking industry.
• Offer Electronic Banking (Online, Mobile, Bill Pay, Banker on the Go), Phone-A-Bank and Online Account Origination support.
• Participating in training and development programs.
• Upholding the Bank's image through a professional presence.
• Complying with all applicable policies, laws, and regulations.
• Performing additional clerical duties such as offering support through a service help desk for internal and external business partners.
• Regular attendance is required
• Other activities, duties or responsibilities that are required of the employee may be assigned.

This is not a remote position. Position is located on-site at our Headquarters building in Omaha, NE.

Qualifications

• High school diploma or equivalent required
• Previous banking experience preferred, but not required
• Strong customer service, communication and problem solving skills
• Proficient computer skills
• Basic math skills
• Knowledge of telephone and business etiquette
• Basic PC operation - understanding of Microsoft Office and Internet
• Basic telephone system operation
• Ability to maintain confidentiality
• Ability to effectively function as a team player
• Ability to work with limited supervision

Core Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.