South Shore Bank (in Office) Virtual Personal Banking Advisor/Customer Information Representative in South Weymouth, Massachusetts
Tuesday – Friday (Mondays off) 6:45 – 3:30
Join the Bank that shares success with others! As a locally managed mutual bank, South Shore Bank is driven by the needs of communities rather than the demands of investors. You can help us serve as a trusted advisor to the people, businesses and organizations that make our communities stronger. We also provide a competitive benefit package with medical, dental, vision, flexible spending, Dependent Care, Child Care Subsidy, Retirement, Life Insurance and many other benefits.
In this position you will be responsible for the electronic delivery systems (including but not limited to video, phone, live chat, email), of the Bank’s products and services to external and internal customers and consumers. Fulfills a multitude of customer service requests (including but not limited to processing financial transactions, account maintenance, password resets, resolving customer concerns) accurately, efficiently and effectively in accordance with the Bank’s policies and standard operating procedures.
ESSENTIAL DUTIES AND RESPONSIBILITES include the following. Other duties may be assigned.
Responsible for knowledge and expertise in utilizing customer interface technology, electronic delivery systems and numerous software applications used by the Bank
Assists/Advises customers by electronic delivery systems with transactions
Assists/Advises consumers/customers by electronic delivery systems with new account services (including additions or changes in customer accounts).
Proactively cross sells via electronic delivery systems by identifying sales opportunities and follows referral procedures
Responds to customer/consumer inquiries via electronic delivery systems for information and helps to resolve customer/consumer questions/ issues/complaints in a courteous, timely manner. Monitors and works within a team environment to ensure call queue is handled within established departmental standards
Projects a positive and highly professional image of the Bank by providing high quality customer service
Completes customer research requests
Reviews electronic banking reports and processes as applicable
Maintains pending online account opening applications
Keeps current on changes in technology, electronic and alternative delivery methods
Achieves established goals, both individual and departmental
Appropriately uses supervisory authority in support of certain product transactions
Distributes written and oral instructions and/or memo
Studies and standardizes procedures to improve efficiency
Protects the confidentiality of all financial data relating to bank operations and its customers.
Processes check orders
Available to work flexible hours 7AM-7PM, including Saturday 7AM-2PM
Other duties, both related and unrelated to the above, may be assigned and, therefore, required
Adheres to the CARE model when assisting clients.
Assists as needed in departmental requests
Attends internal/external seminars and training as related to job duties (may occur after normal work hours)
EDUCATION and/or EXPERIENCE
High School Diploma or GED required, Associates’ Degree or equivalent from two-year college or technical school; or one year related experience and/or training; or equivalent combination of education and experience. Strong verbal/written communication and organizational skills is a must. Experience with electronic delivery systems including Internet Banking, Mobile Banking/Mobile Deposit, eStatements, Bill Pay, etc. is preferred. Bank teller/Customer call center experience is required.
South Shore Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
External Company URL: www.southshorebank.com
Street: 1584 Main Street