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S&T Bank · 2 days ago

Telephone Financial Consultant

Indiana, PA

Full-time

Onsite

Entry Level

$15/hr - $26.44/hr

1+ years exp

S&T Bank is a financial institution seeking a Telephone Financial Consultant to handle customer inquiries and service-related problems. The role involves providing accurate product knowledge, responding to customer inquiries, and assisting with various banking services to ensure customer satisfaction.

BankingFinancial ServicesWealth Management

Growth Opportunities

Responsibilities

Assumes responsibility for ensuring the satisfactory handling of internal or customer related telephone inquiries or service-related problems by performing the following functions:

Promptly responding to customer/internal inquiries in a courteous and professional manner to ensure complete customer satisfaction

Providing customer and internal personnel with accurate product knowledge and service information, as well as operational knowledge that will assist personnel in the successful completion of their duties

Providing professional written correspondence to customers when necessary

Answers incoming customer service calls to include but are not limited to:

Inquiries regarding deposit and loan accounts

Account maintenance requests, including but are not limited to: change of address, check ordering, related/unrelated account transfers, and stop payments

Responsible for closing debit cards, ordering new debit cards, raising and lowering debit card limits, adding travel notes, removing fraud exclusion, and removing VAU

Online banking and mobile banking inquiries, including but are not limited to: enrolling new users, registering computers, unlocking accounts, online statements, and BillPay issues as well as assistance with BillPay limit increases. Furthermore, TFC’s should be familiar with all eligible cell phone and tablet types

Utilizing Financial Intelligence Group standards to detect suspicious callers and activity in order to combat fraud and minimize bank losses

Identifies and addresses customer needs by recommending applicable products and services that may represent a value to the customer

Assists the Branch Administration Department by identifying and reporting quality service concerns that may become apparent through customer interactions

Uses appropriate Customer Service/Sales/Correspondence Software to streamline process and improve efficiency

Makes infrequent outbound telemarketing calls

Refers customers with opening a deposit and/or loan account over the telephone to a Personal Banker

Recognizes opportunities to identify and meet needs resulting in new accounts and leads

Assists Manager/Solution Center Service with facilitating operational procedures to staff

Assists and encourages the sales process within the Solution Center Service

Assists in training new departmental employees

Demonstrates a strong ability to work independently, as well as motivated to work as a team player to contribute to the success of the department and in turn, the organization

May act as shift lead during evening and weekend hours of operation

Assumes additional duties as required

Qualification

Customer ServiceTelephone InquiriesProduct KnowledgeSales SkillsCorrespondence Software

Required

Requires a high school diploma or equivalent basic academic education

Requires one to two years general business experience

Demonstrates a strong ability to work independently, as well as motivated to work as a team player to contribute to the success of the department and in turn, the organization

Operates a keypad device: 99% of the day

Maximum lift is ½ pound several times per day

Requires the use of manual dexterity skills for typing on a frequent basis, up to 60% of the business day

Possess the ability to focus visually at a close distance of 18”-20” for a period of up to 60% of the business day