Client Care Banker - Leominster, United States - Fidelity Co-Operative Bank

Fidelity Co-Operative Bank
Fidelity Co-Operative Bank
Verified Company
Leominster, United States

4 weeks ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
Description
:


_ About Fidelity Bank:

_:


POSITION OVERVIEW:


PRIMARY ACCOUNTABILITIES / RESPONSIBILITIES:


Our Client Care Bankers provide the highest level of customer service in a positive, courteous, and enthusiastic manner to all colleagues and clients.

Maintains a superior knowledge of all Bank products and services and knowledge of client facing digital technologies.

Responds to all client questions, problems, and concerns in accordance with predetermined SLAs. Conducts client requests promptly and accurately.

Opens and onboards new consumer and business accounts, opened over the phone and online, following our Life Design approach.

Conducts outbound phone calls to our clients to deepen relationships and cross sell additional products and services.

Contributes to the department's success by being a team player and supporting bank goals with proactive activities.

Achieves individual performance goals including sales/referral goals and client care banking goals.

Provides a high level of customer service by consistently expanding the client relationship through quality conversations.

Responsible for conducting client maintenance and post call work to ensure client requests are handled effectively.

Ensures the safety and security of client information.

Follows bank policies and procedures to ensure client identity and due diligence. Listens for fraud and potential risks of account takeover.

Conducts and/or responds to debit card fraud monitoring and issues.

Performs other duties as assigned by management.


Requirements:


POSITION REQUIREMENTS:


QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.


PHYSICAL DEMANDS:


Any physical demands or work conditions described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Fidelity Bank is an equal opportunity employer._
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