Senior Account Representative I

MutualOne Bank

Senior Account Representative I

Patchogue, NY
Full Time
Paid
  • Responsibilities

    Summary / Objective

    The Senior Account Representative I is responsible for building primary relationships with customers by providing world-class service via email, Digital Banking and telephone systems. The role includes maintaining all online services, performing account services and providing solutions to customers’ inquiries.

    Experience & Education Requirements:

    • Bachelor’s degree or equivalent retail banking and/or online banking experience
    • Extensive knowledge of Retail Banking policies and procedures and Electronic Banking operations
    • Proven organizational and customer service skills
    • Good interpersonal, communication & computer skills

    Essential Job Functions:

    • Provides a complete range of customer services including opening new accounts, explaining available bank products and services, and gathering customer information to process new and existing accounts on line
    • Provides customers support through telephone and secure message channel including resolving issues to retail and electronic banking activities
    • Discovers customer needs through conversations, questions and review of their accounts, and promotes and cross-sells Bank products and services based on their needs
    • May be trained to accept mortgage loan applications as a licensed originator
    • Provides assistance and training to branch personnel regarding electronic banking procedures
    • Maintains knowledge of retail banking policies and procedures. Attends seminars regarding banking industry activities
    • Obtains and analyzes daily reports relating to customer and internal online banking activity including service metrics, fraudulent activity, and unauthorized access
    • Executes outgoing communication efforts for the bank via telephone, email, and/or regular mail
    • Works with vendors and outside service providers to ensure operational performance standards are maintained

    Required Skills

    Required Experience