First National Bank Texas - San Benito, TX

posted 19 days ago

Full-time - Entry Level
San Benito, TX
Credit Intermediation and Related Activities

About the position

The Virtual Banker position at First National Bank Texas involves providing exceptional customer service through various communication channels, including phone, live chat, and email. The role focuses on resolving customer inquiries, cross-selling bank products, and maintaining strong relationships with customers and team members. The ideal candidate will demonstrate professionalism, urgency, and the ability to manage multiple tasks in a fast-paced environment.

Responsibilities

  • Assist customers via inbound/outbound calls, live chat, secure messages, and email.
  • Handle customer service issues directly to expedite solutions.
  • Solicit higher-level approval for situations exceeding personal authority.
  • Ensure accuracy and provide correct information to resolve customer issues at the first point of contact.
  • Cross-sell bank services and products to customers.
  • Research and prepare responses to customer complaints and inquiries by collaborating with team members and managers.
  • Build lasting relationships and create positive customer experiences.
  • Resolve operational and technical issues according to established policies and procedures.
  • Maintain solid working relationships with all levels and departments within the bank.
  • Meet critical deadlines and performance targets consistently.
  • Work all weekdays and holidays within bank operating hours.

Requirements

  • At least 18 years of age.
  • High School Diploma or equivalent required.
  • 6-12 months of banking or call center experience, preferably in customer service.
  • Proven professional writing ability.
  • Ability to type 30-45 wpm.
  • Working knowledge of Microsoft Office, including Excel and Word.
  • Excellent oral, written, phone etiquette, and interpersonal communication skills.
  • Superior customer service mindset with compassion.
  • Flexible, open-minded, and solution-oriented with adaptability to a fast-paced environment.
  • Good judgment, analytical, and problem-solving skills.
  • Detail-oriented with the ability to multi-task and manage multiple projects simultaneously.
  • Regular and punctual attendance is a must.
  • Must successfully pass a background investigation according to company policy.
  • Ability to work effectively in a team environment.
  • Must be authorized to work in the United States.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service