Senior Account Representative

Hybrid/Remote Sr. Account Representative - Framingham, MA $25-$27 HR

Direct Hire

Responsible for building primary relationships with customers by providing world-class service via email and telephone systems. The role includes maintaining all online services, performing account services and providing solutions to customers' inquiries.

Qualifications:

• Strong understanding of financial products and services
• Assessing customer needs, providing recommendations, and build customer relationships to optimize sales opportunities with new and existing customers
• Effective interpersonal skills and offer products and services to customers
• Ability to apply critical thinking, problem solving skills in a fast paced environment
• Compliance with BSA regulations
• Provides a complete range of customer services including opening new accounts, explaining available bank products and services, and gathering customer information to process new and existing accounts on line

Responsibilities:

• Provides customers support through telephone and secure message channel-resolving issues to retail and electronic banking activities
• Discovers customer needs through questions and review of their accounts, promote and cross-sells Bank products
• Provides assistance and training to branch personnel regarding electronic banking procedures
• Maintains knowledge of retail banking policies and procedures.
• Obtains and analyzes daily reports relating to customer and internal online banking activity including service metrics, fraudulent activity, and unauthorized access
• Executes outgoing communication efforts for the bank via telephone, email, and/or regular mail
• Works with vendors and outside service providers to ensure operational performance standards are maintained

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All qualified applicants will receive consideration for employment without regard torace, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status.We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.