This job was posted by https://www.kansasworks.com : For more
information, please see: https://www.kansasworks.com/jobs/12826567
Responsibilities and Expectations
Deliver Superior Customer Service and Customer Experience
Demonstrate excellent customer service skills with both external and
internal clients.
Promptly accept calls and video sessions and create a welcoming,
engaging, professional environment for each customer encounter.
Respond to routine customer inquiries and requests received via email,
secure messages and chat. Transition service opportunities into referral
or sales interactions.
Be able to effectively communicate and be understood by customers and
partner departments.
Work jointly with other departments to provide an enhanced customer
experience
Accurately Perform Financial Transactions & Functions
Accurately process financial transactions including but not limited to
transfers, refunds within approved limits, and other internal bank
transactions.
Minimize risk related to negotiable instruments, documents of
identification, transaction authority, and funds availability.
Evaluate documents presented by the customer for authenticity.
Demonstrate operational soundness to minimize risk exposure or loss and
maintain quality production.
Adhere to bank and/or retail operating procedures and protocols,
including but not limited to transaction limits for both cash out and
checks.
Be able to apply critical thinking to find effective solutions and
resolve customer concerns.
?Refer or Sell Bank Products and Services
Proactively match bank deposit and loan products, as well as all
services, to customer needs. Sell, open, or refer new accounts, credit
applications and new services.
Expand existing customer relationships.
Market bank products and services.
Proactively make referrals to other business lines that result in
additional revenue to the bank.
Demonstrate Compliance with Applicable Laws and Regulations
Understand and follow applicable laws and regulations for your job
responsibilities, including but not limited to Equity Bank Business
Ethics and Conduct policy, Bank Secrecy Act, Anti-Money Laundering,
Information Security, Suspicious Activity Reporting requirements,
policies and procedures.
Follow deposit account opening procedures and internal suspicious
activity referral requirements and processes, as appropriate or
applicable for this position.
Actively work with customers to understand each customers normal account
activity, as appropriate for this position.
Complete periodic compliance training.
Perform other duties as assigned or required.
Required Skills & Education
High School Diploma or equivalent
1+ years banking experience and 2+ years Customer Service experience
preferred.
Excellent interpersonal, verbal, and written communication skills. Must
be comfortable with video communication.
Ability to analyze, investigate and achieve results
Computer proficiency in Windows-based systems
Ability to maintain a high degree of confidentiality
Strong attention to detail and organizational skills
Capable of working with a team to determine solutions