Job Description
As a Virtual Banking Assistant, you'll contribute significantly to the success of the Virtual Branch helping clients by providing strong customer service, offering advice and sharing products and services to help them meet their financial needs. You will be engaging clients over the phone and video both inbound and outbound providing strong customer service, offering advice, sharing products and services to help them meet their financial needs by making them feel appreciated and being their advocate. You will also show initiative and proactively prevent problems for our clients while being able to maintain success in an ever-changing environment.Desired Skills:Minimum 6 months customer service experience is requiredDisplay confidence with clients when sharing advice, product knowledge and solutions while making personal connections, engaging, educating them and building lasting relationshipsPossesses drive, initiative and knowledge to provide financial options for clients using a consultative approach while educating and connecting clients to technology solutions tailoring features and benefits of products and services to clients with differing needs
Responsibilities + Skills
Education
Experience
Minimum 6 months customer service experience is requiredDisplay confidence with clients when sharing advice, product knowledge and solutions while making personal connections, engaging, educating them and building lasting relationships