This opportunity is an entry-level position into a Fortune 100 Financial Institution. This opportunity will provide hands-on training and development into a team specific specialization of core member service and loan application processes.

A high-level of professionalism and strong customer service experience is required.

Objective :

To respond to inquiries and requests from members and other individuals within a 24 / 7 high volume, schedule-driven and structured contact center operation (CCO).

Provide information regarding banking products and services demonstrating knowledge, active listening, multiple system adaptability and engagement methods to ensure optimal member experience and customer service.

Perform transactions or related functions for savings, checking, consumer loans, credit cards, IRAs and / or other accounts.

Advise members of other products and services that may fit their needs and provide opportunities for positive member interaction.

Description :

• Provide member service via phone or other media ( email, chat, etc.)
• Protect and verify identity of caller; review account information for alerts and account irregularities
• Ensure account and member security by identifying red flags and safeguarding member assets and account information
• Understand and comply with federal and other regulations relating to financial products and services
• Analyze, research and resolve problems and discrepancies related to member accounts and / or loans
• Provide account information and perform basic account transactions
• Counsel current prospective members about products and services
• Execute first call resolution; may require research, follow-up, return calls
• Identify opportunities to cross service products and increase product penetration
• Initiate fee adjustments and / or other monetary incentives for members within scope of authority
• Provide account balances and review transactions on member and business accounts
• Transfer funds on member business accounts, to other members or financial institutions
• Open new accounts and educate members or potential members on products and services that best meet their needs
• Enroll members in online and mobile banking and provide features, benefits and general guidance related to these services
• Reroute members to the appropriate departments as needed
• Perform other duties as needed or assigned

Requirements :

• Open attitude and willingness to help others
• Professional written and verbal communication skills
• Proficient Data Entry abilities

Work Environment :

• Hybrid work schedule (3 days home & 2 in office)All equipment providedTeleworking expectations apply
• Shifts vary between 3 : 00pm -2 : 00am
• Hands-on paid subject matter training and developmentOnsite classroom training and OJT required
• Room for advancement
• Campus amenities included
• Reliable company with strong core values

About TEKsystems :

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity.

We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia.

As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change.

That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

Last updated : 2024-03-07