Financial Consultant
S&T Bank
full-time
Posted on:
Location Type: Office
Location: Indiana • Pennsylvania • 🇺🇸 United States
Visit company websiteSalary
💰 $15 - $26 per hour
Job Level
JuniorMid-Level
About the role
- Assumes responsibility for ensuring the satisfactory handling of internal or customer related telephone inquiries or service-related problems by performing the following functions:
- Promptly responding to customer/internal inquiries in a courteous and professional manner to ensure complete customer satisfaction.
- Providing customer and internal personnel with accurate product knowledge and service information, as well as operational knowledge that will assist personnel in the successful completion of their duties.
- Providing professional written correspondence to customers when necessary.
- Answers incoming customer service calls to include but are not limited to: Inquiries regarding deposit and loan accounts.
- Account maintenance requests, including but not limited to: change of address, check ordering, related/unrelated account transfers, and stop payments.
- Responsible for closing debit cards, ordering new debit cards, raising and lowering debit card limits, adding travel notes, removing fraud exclusion, etc.
- Online banking and mobile banking inquiries, including but not limited to: enrolling new users, registering computers, unlocking accounts, online statements, and BillPay issues as well as assistance with BillPay limit increases.
- Utilizing Financial Intelligence Group standards to detect suspicious callers and activity in order to combat fraud and minimize bank losses.
- Identifies and addresses customer needs by recommending applicable products and services that may represent a value to the customer.
- Assists the Branch Administration Department by identifying and reporting quality service concerns that may become apparent through customer interactions.
- Uses appropriate Customer Service/Sales/Correspondence Software to streamline process and improve efficiency.
- Makes infrequent outbound telemarketing calls.
- Assists Manager/Solution Center Service with facilitating operational procedures to staff.
- Assists and encourages the sales process within the Solution Center Service.
- Assists in training new departmental employees.
- Demonstrates a strong ability to work independently, as well as motivated to work as a team player to contribute to the success of the department and in turn, the organization.
- May act as shift lead during evening and weekend hours of operation.
- Assumes additional duties as required.
Requirements
- Requires a high school diploma or equivalent basic academic education.
- Requires one to two years general business experience.
- Up front training enables position to be hired with up to one year experience.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
customer serviceaccount maintenancefraud detectiontelemarketingonline bankingmobile bankingproduct knowledgeservice informationcorrespondence writingsales process
Soft skills
communicationteamworkindependenceproblem-solvingcustomer satisfactionprofessionalismtrainingmotivationattention to detailquality service