What are the responsibilities and job description for the Virtual Experience Banker position at Southern First Bank?
POSITION SUMMARY
Responsible for expanding and supporting client relationships via telephone and electronic communication methods. Offers appropriate bank products and services and provides quality client service.
ESSENTIAL RESPONSIBILITIES
- Assist clients at the point of contact through telephone, email, video conference, live chat communication and quickly adopt to emerging solutions.
- Support client needs involving daily maintenance functions such as electronic Banking, BillPay, Mobile Banking, Money Movement, Payment requests as well as Debit Card related issues.
- Research and answer client inquiries and resolve problems for clients as necessary.
- Offer appropriate products and services of the bank by identifying existing Client’s needs and making recommendations.
- Develop and maintain a strong working knowledge of all relevant Bank products and services.
- Adhere to high ethical standards and comply with all policies/procedures/regulations/applicable laws.
- Complete other duties as assigned.
ESSENTIAL SKILLS, EDUCATION AND EXPERIENCE
Required
- Proficiency in use of computer, and basic office equipment such as copiers, printers, fax machine, telephones, etc.
- Interpersonal communication skills to represent the Bank in a positive way in dealing with clients and other team members.
- Proficiency in Microsoft Outlook, Word, and Excel.
- Ability to maintain confidentiality and exhibit a high degree of integrity.
- Extensive knowledge of retail banking rules, regulations, policies, and procedures
- Maintain regular, consistent, and professional attendance, punctuality, and professional appearance.
- Successful completion of compliance training deemed necessary by the Bank.
Preferred
- High school diploma or equivalent.
- Five years banking experience, preferably in Client Services, Consumer and Business Client Support with Telephone Banking or Call Center experience.
- Experience with Bank systems and software such as: Horizon XE
BEHAVIORAL COMPETENCIES
|
Cooperative |
Supportive
|
Responsive |
|
Abides by rules and structure |
Willing and Helpful |
Quick to respond to others |
WORK CONDITIONS
- This position must be able to sit for long periods of time as the position involves large amount of time spent at desk and computer.
- Standard office environment with climate control, and sufficient lighting.
PHYSICAL REQUIREMENTS:
- Ability to sit for up to eight hours
- Ability to hear or see telephone ringing and respond to telephone calls
- Ability to perform work on computer using Bank Systems and software
This description is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent an expressed or implied contract of employment nor does it alter your at-will employment, and the Company reserves the right to change this job description and/or assign tasks for the employee to perform, as the Company may deem appropriate.
