What are the responsibilities and job description for the Contact Center Representative I position at Legacy Bank?
Role Summary
As a Contact Center Representative I at Legacy Bank, you will play an important role in delivering exceptional services and solutions to our customers. In this position, you will be responsible for handling a variety of customer inquiries, resolving issues effectively, and providing accurate information about or banking products and services.
If you have a knack for solving nuanced problems and have a passion for helping others, we invite you to apply today!
Responsibilities
- Answer incoming calls and verify the caller’s identity per the set procedures. Determine the needs of the customer then determine if direct assistance can be provided or the customer will need to be connected with the appropriate resource/department.
- Processes various transactions for customers (i.e. transfer of funds between all types of accounts, stop payments, close and reorder debit cards, provides balance and transaction activity, reissue and reset pin numbers, loan payments, online banking support etc.) to assure customer’s needs are addressed in a polite and friendly manner.
- Assists customer(s) and departments with processing wire transfer requests. Representative may be the person originating or verifying the wire request for timely processing.
- Perform miscellaneous duties, including but not limited to: the maintenance of the online banking platform, fraud mitigation procedures, and the processing of documents and checks via incoming and outgoing mail.
- Check the work of branches and perform the final step of redeeming CDs, closing accounts, updating customer information, and ensuring customer's accounts are properly encoded.
- Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
- Other duties as assigned.
