As a primary contact for receiving incoming calls, you are responsible for providing direct support services to customers or connect them with the staff that can provide them the specific assistance they need. DUTIES AND RESPONSIBILITIES: Responsible for the initial customer contact on the phone ensuring that the customer is greeted, welcomed, acknowledged, and properly directed to the appropriate department. Responsible for developing and retaining customer relationships through active listening and Refer customers, as appropriate, to Personal Bankers, Business Bankers, Real Estate Bankers or other departments as needed by gathering basic information regarding the customer’s request and ensuring follow-up by appropriate staff. Perform monitoring and maintenance of daily reports. Perform research, maintenance, and technical support for incoming requests for bill pay, online banking, remote deposit, and debit cards. Assist with account research, general maintenance, returns & fraud disputes, and check ordering as needed. Ensure that proper records are maintained, and safeguards systems and retention of storage as needed. Act promptly with regard to customer requests, following through on commitments and obligations. Ask follow-up questions to determine if customer’s needs/expectations have been met to provide a complete solution for each customer. Other Accountabilities and Responsibilities: Consistently maintain regular and reliable attendance. Take part in community development through volunteer opportunities and/or board participation with non-profits and other community organizations. Participate in community service and bank-sponsored activities that serve and support the mission and values of Valley Bank. Comply with all company policies and procedures and all applicable laws and regulations, including the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. NOTE: Only minimum duties listed. Other responsibilities may be required as requested by Management. This position is not a remote position.
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Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed