What are the responsibilities and job description for the Customer Success Representative position at Northeast Bank?
Northeast Bank is a full-service community bank and a national commercial real estate lender with offices in Maine, Massachusetts, New York, and California. We are looking for motivated and talented individuals who want to make an impact in a growing company that cares about its employees, customers, and the communities it serves. Northeast Bank provides competitive compensation and benefits, generous PTO, and a hybrid work environment dependent on the role. If you are looking for a growing organization that prioritizes its employees, we encourage you to apply.
POSITION SUMMARY: Provides quality customer service and sales support to the Bank and its affiliates through the Customer Success Center.
RESPONSIBILITIES:
POSITION SUMMARY: Provides quality customer service and sales support to the Bank and its affiliates through the Customer Success Center.
RESPONSIBILITIES:
- Respond to inbound service calls to include general bank information, specific customer account information, customer transactions and problem resolution
- Participate in ongoing outbound calling sales efforts
- Create sales opportunities by cross-selling and up-selling bank products and services
- Develop new business for the Bank
- Make recommendations for improvements to Bank processes, products and services
- Achieve sales levels consistent with goals set
- Maintain professional and technical knowledge through ongoing training initiatives
- Successfully pass technical and regulatory examinations required by the Company
- Proficient in Word and Excel
- High attention to detail
- Excellent organizational and time management skills
- Effective oral and written communication skills
- Ability to speak and write effectively
- Ability to develop new business and close sales
- Ability to work independently as well as in a team environment
- Effective interpersonal skills
- Excellent phone etiquette
- Ability to multi-task and manage expectations
- Ability to mentor and support junior level employees
- Associates degree or equivalent education and/or banking/ contact center experience
- Previous Contact Center/Customer Service experience required
- Banking and/or financial services background preferred
- Ability to sit and work at a computer for sustained periods of time
- Flexible hours required, including evenings, weekends and Holidays