Job Description:
Listens and probes to provide one-on-one advice that helps connect clients with solutions to achieve their financial goals. Serves as a subject matter expert engaging via chat with clients that are navigating our digital banking pages, by responding to questions about our products & applications to ultimately make it easy for clients get what they need digitally. Involves referring customers to the appropriate line of business for products or services not supported. Uses a combination of pre-approved messaging and free form responses to create a personalized experience for each of our clients. May interact with more than one client at a time. Accountable for a great client experiences and successful resolution of all requests.

Skills:

• Attention to Detail

• Customer and Client Focus

• Interpret Relevant Laws, Rules, and Regulations

• Written Communications

• Adaptability

• Client Experience Branding

• Customer Service Management

• Issue Management

• Problem Solving

• Advisory

• Business Development

• Client Solutions Advisory

• Consulting

• Research