Virtual Personal Banker
Company: First National Bank Texas
Location: Port Isabel
Posted on: April 19, 2024
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Job Description:
* Provide daily support by assisting customers via diverse
contact channels to include: inbound/outbound calls, live chat,
secure messages, and email with professionalism and urgency
* Must display ability to toggle between multiple applications
while assisting customers in the various channels
* Handle customer service issues via direct interface with the
customer in order to expedite solutions. Solicit higher level
approval for all situations exceeding experience/training,
department scope or assigned level of authority.
* Ensure accuracy and provide correct information to customers to
resolve issues and exceed customer expectations at first point of
contact
* Cross-sell bank services and products
* Responsible for researching and preparing the proper response to
customer complaints and inquiries by interacting with team members,
employees and managers in the branches/ lending and support
departments as needed to complete assigned task
* Operate with an emphasis on building lasting relationships and
creating positive experiences to drive results and engagement
levels
* Responsible for resolving operational and/or technical issues in
accordance with established operating policies and procedures
* Knowledgeable of all FCBI systems and procedures and must adhere
to policies and procedures
* Establish and maintain solid working relationships with all
levels, departments, and locations within FCBI
* Consistently meets critical deadlines and other performance
targets or requirements
* Must be available to work all weekdays and holidays, within Bank
operating hours
* Perform other tasks requested by supervisors as they relate to
the bank and its functions
Physical Requirements:
* Must be able to remain in a sitting stationary position for
extended periods of time
* Constantly operate a computer and other office machinery
* Ability to lift up to 25 pounds
FCBI is an equal opportunity employer.Requirements* At least 18
years of age
* High School Diploma or equivalent required
* 6-12 months of banking or call center experience (preferably in a
customer service capacity)
* Proven professional writing ability
* Ability to type 30-45 wpm
* Working knowledge of Microsoft Office including Excel and
Word
* Excellent oral, written, phone etiquette and interpersonal
communication skills
* Superior customer service (internal and external) with a
compassionate customer service mindset
* Flexible, open-minded and solution-oriented with the ability to
adapt to a fast-paced and changing environment
* Demonstrate good judgment, analytical and problem solving skills
when making decisions
* Detail oriented and ability to multi-task and manage multiple
projects and difficult situations or individuals, all
simultaneously while consistently meeting deadlines
* Regular and punctual attendance is a must
* Must successfully pass background investigation according to
company policy
* Must be able to get along with co-workers and work effectively in
a team environment
* Must be authorized to work in the United States
Keywords: First National Bank Texas, Mission , Virtual Personal Banker, Other , Port Isabel, Texas
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