- Answers incoming calls by effectively communicating with existing and prospective customers through profiling to uncover financial needs.
- Demonstrate skills in acquiring, expanding and retaining customers and refer customers to the appropriate line of business partner.
- Participate in call center campaign activities.
- Deliver the distinctive customer experience aligned with the Broadway Bank Mission, Vision and Values.
- Performs outbound or follow-up calls to existing and prospective customers and works toward a first call resolution process.
- Maintain an effective level of product and program knowledge.
- Process a variety of routine and complextransactions for call center customers including transfers, loan payments,account research, maintenance and reconciliation. Role will also includedisclosing the availability of funds based on pending transactions, researchand reporting in determining fraudulent account activity, retrieving andreviewing legal documents and including account retention all in a timelymanner.
- Ensuresall customer transactions are processed in compliance with operational,technical and regulatory requirements and that all security procedures areconsistently followed.
- Complete documentation necessary to maintain open or closed deposit accounts and process loan applications.
- Performs other duties as assigned.
- Performance Measurements
- Individual Sales Activity and Productions Goals
- Call Center Five Star Goals
- Call Quality
- Adherence to Schedule within the Calabrio Scheduling software
- Attain Certification on Bank Products and Services
- Attain Certification on Regulatory training job requirements
- 1 year financial institution or customer contact, or call center experience
- Demonstrated selling skills and abilities
- Good verbal and written communication skills
- Meet and maintain financial responsibility, character and general fitness standards along with all other established requirements for an individual Loan Originator in accordance with Regulation Z.
- Preferred Experience:
- 1 year call center experience
- 1 year financial services experience (not necessarily banking, but some form of financial transactions administered over the phone could work)
- 1 year soft sales experiences
- 1year of technology experience (either personally or professionally)
- High School diploma or equivalent
- Keyboard 35 wpm accurately and computer proficiency
- Preferred: Platform Software, Microsoft Office Suite ACD Applications, and 10 Key
- Meet and maintain financial responsibility, character and general fitness standards along with all other established requirements for an individual Loan Originator in accordance with Regulation Z.
- Employee Impact Groups
- Career Development and Mentorship Programs
- Generous paid time off, minimum 4 weeks
- Employee recognition, awards, and events
- Free vision insurance
- Retirement matching
- Tuition reimbursement
-
Claims Contact Center Representative
4 days ago
USAA San Antonio, United States Full timeWhy USAA? · Let's do something that really matters. · We have an important mission: serving the members of the military community and their families. It's both a chance to say thank you and the opportunity to put your talents to work in a meaningful way. To do it right, we need ...
-
Call Center Representative
1 week ago
Conduent State & Local Solutions, Inc San Antonio, United States OTHER· Call Center Representative (Onsite) Training Starts June 17th,2024 · $15.00/HR & $16.00/HR Bilingual · Great Benefits & Weekend's Off · 3 Weeks PAID TRAINING · Summary: · As a Call Center Representative, you will be supporting our client's customers as a first point of contac ...
-
Call Center Representative
2 weeks ago
AAA - The Automobile Club San Antonio, United StatesCall Center Representative - Roadside Assistance - Remote. As a AAA Roadside Assistance Call Center Representative, you are the first point of contact for our valued members facing distress on the roads. As part of a fast-paced 24/7 operation, you'll Roadside, Call Center, Repres ...
-
Call Center Representative
2 weeks ago
Security Service Federal Credit Union San Antonio, United StatesPromotes SSFCU products and services to existing and potential members while providing outstanding service through all contact channels. Offers guidance and support to foster a long term, full service relationship, and follows Member Contact Center s Call Center, Representative, ...
-
Call Center Representative
6 days ago
Conduent State & Local Solutions, Inc San Antonio, United StatesJob Description · Call Center Representative (Onsite) Training Starts June 17th,2024 · $15.00/HR & $16.00/HR Bilingual · Great Benefits & Weekend's Off · 3 Weeks PAID TRAINING · Summary: · As a Call Center Representative, you will be supporting our client's customers as a first ...
-
Call Center Representative
2 weeks ago
CentroMed San Antonio San Antonio, United StatesJob Type · Full-time, Part-time · Description · Work is On-sight · Full-time Mon- Friday 8:00- 5:00 · Part-time Mon- Thurs 8:00-2:00 · COMPANY OVERVIEW · CentroMed is 501(c) (3) non-profit organization that provides healthcare for all populations is a primary care provider and ...
-
call center representative
3 weeks ago
Security Service FCU San Antonio, TX, United StatesWhat You Will Do: · Promotes SSFCU products and services to existing and potential members while providing outstanding service through all contact channels. Offers guidance and support to foster a long term, full service relationship, and follows Member Contact Center standards, ...
-
Call Center Representative
2 weeks ago
El Centro Del Barrio San Antonio, United StatesJob Description · Job DescriptionDescription:Work is On-sight · Full-time Mon- Friday 8:00- 5:00 · Part-time Mon- Thurs 8:00-2:00 · COMPANY OVERVIEW · CentroMed is 501(c) (3) non-profit organization that provides healthcare for all populations is a primary care provider and Feder ...
-
Call Center Representative
2 weeks ago
Resort Vacations, INC. San Antonio, United StatesJob Description · Job DescriptionWe are seeking part time call center appointment setters to start ASAP. We are looking for highly motivated go getters who want to write their own paycheck. This is a Monday-Friday position from 9:00AM to 3:00PM (29 hours per week). No weekends. Y ...
-
Call Center Representative: Collector
2 weeks ago
Randolph-Brooks Federal Credit Union San Antonio, United StatesAs a Collector, you will make outbound calls and receive inbound calls from members who have gone delinquent on their loan(s) in an effort to negotiate payment plans and/or obtain payments, while providing excellent and considerate member service. Es Collector, Call Center, Repre ...
-
Bilingual Call Center Representative
2 weeks ago
AtWork Group San Antonio, United StatesJob Title: Bilingual Call Center Representative (Spanish) · Job Type: Full-time / Part-time · Location: San Antonio, TX (South Side) · Company Overview: AtWork Medical is a dynamic and growing company that connects clients and customers through our call center services. We are ...
-
Bilingual Call Center Representative
2 weeks ago
Life Line Screening San Antonio, United StatesBilingual Call Center Representative (English plus Spanish) · Come join a growing, fast-paced Call Center Sales team with great benefits and career opportunities · This is a fully remote position, working from the comfort of your home office space. · Schedule hours: 9:00am-5:30p ...
-
Customer Service Center Representative
3 days ago
Broadway Bank San Antonio, United StatesPosition: Customer Service Center Representative|Division: Customer Service Ctr · Work Days: Monday - Friday, & rotating Saturdays| Hours of Operation: Monday - Friday 9:00am - 6:00pm and Saturday's 9:00am - 1:00 pm · Why Broadway Bank: · We are one of the largest independentl ...
-
Claims Contact Center Representative
3 weeks ago
United Services Automobile Association San Antonio, United StatesWhy USAA? · Let's do something that really matters. · We have an important mission: serving the members of the military community and their families. It's both a chance to say thank you and the opportunity to put your talents to work in a meaningful way. To do it right, we need ...
-
Bilingual Call Center Representative
3 weeks ago
Life Line Screening San Antonio, United StatesJob Description · Job DescriptionBilingual Call Center Representative (English plus Spanish) · Come join a growing, fast-paced Call Center Sales team with great benefits and career opportunitiesThis is a fully remote position, working from the comfort of your home office space. ...
-
Call Center Representative: Collector
2 weeks ago
Randolph Brooks Federal Credit Union San Antonio, United StatesJob Description and Requirements · As a Collector, you will make outbound calls and receive inbound calls from members who have gone delinquent on their loan(s) in an effort to negotiate payment plans and/or obtain payments, while providing excellent and considerate member servic ...
-
Call Center Service Representative
2 weeks ago
Peraton San Antonio, United StatesResponsibilities · The Application Support Tier 1 Analyst is responsible for providing first-level Service Desk support services to all users of Military Health Systems (MHS) which requires familiarity with the supported applications within the MHS environment and hardware and so ...
-
Call Center Service Representative
2 weeks ago
Peraton San Antonio, United StatesResponsibilities: · The Application Support Tier 1 Analyst is responsible for providing first-level Service Desk support services to all users of Military Health Systems (MHS) which requires familiarity with the supported applications within the MHS environment and hardware and ...
-
Sales/Call Center Representative
2 weeks ago
The Mariachi Connection Inc San Antonio, United StatesJob Description · Job DescriptionPosition Overview · Seeking Retail /Call Center Sales Rep to provide excellent customer service to all customers on the phone and in the store. All customers should be treated with the highest courtesy and professionalism. · Essential Job Function ...
-
Contact Center Representative: Consumer Lending
3 weeks ago
Randolph-Brooks Federal Credit Union San Antonio, United StatesThe Consumer Lending Representative will have the ability to work from home after a period of training and performance evaluations (time frame may vary). Training will take place at the RBFCU Administrative Service Center: 1 IKEA-RBFCU Pkwy., Live Oa Lending, Representative, Reta ...
Bilingual Customer Service Center Representative - San Antonio, United States - Broadway Bank
Description
Position: Bilingual Customer Service Center Representative | Division: Customer Service CtrWork Days: Monday - Friday, & rotating Saturdays | Hours of Operation: Monday - Friday 9:00am - 6:00pm and Saturday's 9:00am - 1:00 pm
Why Broadway Bank:
We are one of the largest independently owned banks in Texas with offerings in personal and private banking, wealth management, business banking and mortgage lending.
Purpose of the Position:
Acts as the inbound pointof sales and service for the Customer Service Center and offers bank productsand services to existing and prospective customers. This includes workingtowards achieving specific individual and call center goals. Works to servicecustomers in accordance with the Broadway Bank experience and ensurescompliance with all applicable bank policies, procedures, state laws andfederal regulations.
Key Accountabilities:
Broadway Bank is proud to be an Equal Opportunity and Affirmative Action Employer. Broadway Bank is a drug-free and tobacco-free workplace, with a nicotine-free hiring policy. All qualified applicants will receive consideration for employment without regard to race, color, ethnicity, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, genetic data or other legally protected status.
Member FDIC