Bank of Tennessee · 1 month ago
Customer Care Agent
Bank of Tennessee is seeking a Customer Care Agent to respond to and resolve customer inquiries through various channels. The role involves handling customer inquiries regarding account information, technical support, and cross-selling bank products while maintaining compliance with the bank's standards.
BankingFinanceFinancial Services
Responsibilities
Respond to incoming calls via the telephone or digital channel
Provide a resolution to inquiries, concerns and technical issues
Process new online account openings
Conduct customer and bank transactions with accuracy, efficiency, and professionalism, meeting the high-quality service delivery standards of the bank
Actively sell and cross-sell bank products
Act as a spokesperson for new promotions and product introductions
Identify sales and retention opportunities based on the customer’s needs
Implement research strategies as needed
Protect all customer and Bank information at all times, adhering to customer privacy and information security policy
Maintain compliance with regulations and bank policies and procedures, including the Bank Secrecy Act (BSA) and the Office of Foreign Assets Control (OFAC) requirements
Actively support the ongoing development of a culturally diverse workforce
Complete other duties as assigned as determined by management to be reasonable and beneficial
Qualification
Required
High school diploma or equivalent required
Possess a willingness to work flexible shifts to accommodate the operating hours of department
Ability to listen and identify the needs and wants of a customer as well as making quick decisions independently
Possess knowledge of various functions of the bank and where to find answers or information
Ability to multi-task and change focus quickly without being stressed or overwhelmed
Ability to be self-motivated, self-driven, self-sufficient, and results oriented with minimal management oversight or supervision
Possess a strong attention to detail
Possess proficient computer skills and familiarity with most Microsoft Office applications
Possess a superior knowledge of bank products and services while delivering with professional presentation, explanation and selling of products and services, and match to customer needs
Ability to read and comprehend documents such as policy and procedure
Preferred
Two years of previous customer service/call center experience preferred
Company
Bank of Tennessee
Bank of Tennessee provides banking and financial services.
Funding
Current Stage
Growth StageRecent News
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