Avidia Bank ยท 8 hours ago
Customer Care Center Agent
Avidia Bank is a financial institution focused on providing excellent customer service. The Customer Care Center Agent will provide phone-based customer service to deposit customers, identify opportunities for additional services, and maintain customer relationships.
BankingFinancial ServicesMobileMortgage
Responsibilities
Professionally and efficiently answer incoming calls regarding the various categories of deposit accounts throughout the bank
Provide customers with requested information, answer questions, and resolve issues in a timely and efficient manner
Coordinate with internal resources regarding ongoing issues, and communicate to customers regarding status and eventual resolution
Identify opportunities to educate customers regarding services or products which would add convenience and enhance the banking relationship
Introduce alternatives for telephone inquiries to the bank including the VRU, mobile banking, internet banking, etc
Identify opportunities to refer customers to resources within the bank for additional products or services, and submit sales requests to notify business partners of sales opportunities
Maintain security of customer information and adhere to Avidia Bank policies in responding to telephone inquiries
Perform related and unrelated duties as may be required
Qualification
Required
High School diploma combined with two years of banking experience
Experience as a teller and customer service representative within a branch (account opening, sales and service to existing and prospective customers), or in a call center environment supporting general deposit account inquiries
Strong customer service, organizational, and communication skills. Demonstrated proficiency in telephone based customer service situations
Ability to prioritize tasks within defined responsibilities and apply bank and department policies and procedures
Knowledge of and familiarity in adhering to account opening procedures, regulations including CIP, etc
Experience utilizing banking core processing systems for account opening and maintenance
Proficiency with Microsoft Office (Word, Excel, PowerPoint, and Access)
Company
Avidia Bank
Avidia Bank is a responsive and independent community bank providing the best banking and financial services.
Funding
Current Stage
Public CompanyTotal Funding
unknown2025-08-01IPO
Recent News
2025-09-25
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