Job Description:
Listens and probes to provide one-on-one advice that helps connect clients with solutions to achieve their financial goals. Serves as a subject matter expert engaging via chat with clients that are navigating our digital banking pages, by responding to questions about our products & applications to ultimately make it easy for clients get what they need digitally. Involves… referring customers to the appropriate line of business for products or services not supported. Uses a combination of pre-approved messaging and free form responses to create a personalized experience for each of our clients. May interact with more than one client at a time. Accountable for a great client experiences and successful resolution of all requests.
Skills:
Attention to Detail
Customer and Client Focus
Interpret Relevant Laws, Rules, and Regulations
Written Communications
Adaptability
Client Experience Branding
Customer Service Management
Issue Management
Problem Solving
Advisory
Business Development
Client Solutions Advisory
Consulting
Research