What are the responsibilities and job description for the Universal Banker/Phone Banker/Relationship Banker position at iTechStack?
The Commercial Customer Service Banker is the primary contact for commercial banking customers utilizing U.S. Bank’s Treasury Management, depository and loan services. Maintains and expands the relationship with customers by providing overall customer support services. Works proactively to identify potential problems, compliance issues, and to maximize client satisfaction and encourage expansion of the relationship. Identifies products and services that meet customer's needs. Develops working knowledge of assigned area and accounts through frequent client contact and execution of standard departmental procedures. Ability to support customers in navigating Treasury Management products inclusive of all on-line platforms.
Duties and Responsibilities Include:
- Service customers phone and email inquiries.
- Assist customers in navigating on-line platforms and all Treasury Management products utilizing the Bank’s servicing tools such as emulation and co-browse.
- Assist customers with their deposit and loan questions.
- Maintain appropriate technical understanding of bank systems. Regularly attend trainings to support/expend knowledge base.
Basic Qualifications:
- Associate degree, or equivalent work experience
- Three to five years of experience in financial services industry
Preferred Skills/Experience:
- Excellent verbal, written, and interpersonal communication skills
- Outstanding customer service and problem resolution skills
- Proficient computer skills, especially Microsoft office applications
- Experience with department-specific systems
- Advanced knowledge of departmental and bank products and services
- Technical support and/or cobrowse skills
- Preferred understanding of digital capabilities with experience in Information Technology environment
- Knowledge of Treasury Management Products/Services with preferred experience with GTM and Operations
Job Types: Full-time, Contract
Pay: $25.00 - $28.00 per hour
Expected hours: 40 per week
Schedule:
- 8 hour shift
- Monday to Friday
Work Location: In person
Salary : $25 - $28
