Engagement Center Specialist I

First Commonwealth Bank • Powell, OH • 2h ago

Handles incoming service calls from clients, or potential clients, having questions regarding their current account relationships or seeking information about additional products and services. Completes client follow up resulting from inbound calls such as account maintenance, records research, and follow up on information requests. Makes outbound non-sales calls to support various departmental and company initiatives. Initiates client conversations to determine and appropriately address client financial needs, actively seeking sales referrals of the broad range of financial services and accounts offered by the bank and its affiliates. Maintains current and detailed knowledge of all bank products and services, as well as a working knowledge of non-bank services, such as brokerage and insurance, in order to effectively promote and refer these products.

Essential Job Responsibilities

Handles incoming service calls from customers including but not limited to:

a. existing deposit and loan account inquiries ,

b. account maintenance requests, including name and address changes

c. Online Banking and Mobile Banking access issues and inquiries,

d. Online BillPay and Mobile Deposit inquiries,

e. debit card transaction inquiries, hot cards, replacements, and new card account opening

f. details on rates and promotional offerings ,

g. general "switchboard" @type transfers to other employees, departments

h. calls transferred from the integrated voice response system

Completes client follow up resulting from inbound calls (i.e. account maintenance requests, records research, appropriate mailings, outbound calls to other departments, and calls back to clients).

Makes outbound client service and support calls.

Initiates and actively participates in client conversations to determine and appropriately address client needs.

Actively seeks financial products and services referrals. Maintains current and detailed knowledge of all bank products and services, as well as a working knowledge of non-bank services, such as brokerage and insurance, in order to effectively promote and refer these products.

Participates in several departmental sales contests per year in support of sales referral goals.

Maintains a sense of urgency when handling phone inquiries, client follow up, and other daily activities, focusing on providing clients with the most effective and timely service possible. Ensures that the established Quality Service Goals are personally achieved on a consistent basis.

Completes all self-education assignments in a timely manner (i.e. online compliance training, supervisor-assigned readings/exercises).

Productively utilizes non-phone time to review e-mail, read Insite articles, review procedural updates, and access any Insite resources available to enhance job knowledge.

Bona Fide Occupational Qualifications

High school diploma or equivalent is required.

Exceptional customer services skills and excellent interpersonal and communication skills, and a professional manner are required.

Proficient computer skills and ability to learn company utilized systems is required.

Ability to work day, evening, and weekend hours, with possible shift changes, is required.

May be eligible for Telecommuting.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

Similar Jobs

Warehouse Specialist

Acloche LLC • Lewis Center, OH • 14min ago

Manufacturing & Warehouse

[Warehouse Specialist]{segoe="" ui",="" tahoma,="" sans-serif"=""} [ ]{segoe="" ui",="" tahoma,="" sans-serif"=""}Lewis Center, OH [? ]{segoe="" ui",="" tahoma,="" sans-serif"=""}Temp-to-Hire Opportunity [ ]{segoe="" ui"...

14min ago

Go to Apply

Robotics Warehouse Associate

Amazon • West Jefferson, OH • 21min ago

Manufacturing & Warehouse

Amazon Robotics Warehouse Associate Job Overview Join one of the most innovative warehouse roles at Amazon. You'll gain hands-on experience working alongside robotics technology, stowing and picking items using automated...

21min ago

Go to Apply

Warehouse Associate Nights

Amerisource Health Services LLC • Lockbourne, OH • 21min ago

Manufacturing & Warehouse

Our team members are at the heart of everything we do. At Cencora, we are united in our responsibility to create healthier futures, and every person here is essential to us being able to deliver on that purpose. If you w...

21min ago

Go to Apply

Warehouse Associate Days

Amerisource Health Services LLC • Lockbourne, OH • 22min ago

Manufacturing & Warehouse

22min ago

Go to Apply

Consumer Banking - Control Manager - Vice President

JPMorgan Chase • Columbus, OH • 1h ago

Finance, Accounting & Banking

Step into a pivotal role at JPMorganChase, where your expertise in risk management and compliance will shape the future of our operations. You'll have the opportunity to grow your career while making a significant impact...

1h ago

Go to Apply

Managing Director - Captive Insurance Banking

Huntington National Bank • Columbus, OH • 1h ago

Finance, Accounting & Banking

Description The Managing Director, Captive Insurance Banking, is part of the Global Specialty Products team. This role focuses on business development and client relationship management in the captive insurance space. Th...

1h ago

Go to Apply

Mortgage Loan Originator

UMB Bank • Columbus, OH • 2h ago

Finance, Accounting & Banking

UMB's mortgage team was started in 2013 when UMB made the decision to bring the entire mortgage process in-house. UMB's mortgage team has a wealth of knowledge due to it being comprised of many associates who have been i...

2h ago

Go to Apply

Credit Review Officer

First Commonwealth Bank • Columbus, OH • 2h ago

Finance, Accounting & Banking

Position may be telecommute eligible, however candidate must reside in PA or OH. Completes departmental programs and special assignments in order to meet the objectives and goals of the department. Performs and/or assist...

2h ago

Go to Apply

Addiction Services Program Manager (Vacancy)

City of Columbus • Columbus, OH • 2h ago

Management & Administrative

Addiction Services Program Manager (Vacancy) Print ( https://www.governmentjobs.com/careers/columbusoh/jobs/newprint/5387621 ) Apply ? Addiction Services Program Manager (Vacancy) Salary $37.02 - $55.52 Hourly Location V...

2h ago

Go to Apply

Senior Administrative Assistant

JPMorgan Chase • Columbus, OH • 3h ago

Management & Administrative

Become an integral part of Consumer and Community Banking team where you will have the opportunity to work in a fast-paced organization and each day will be unique! This role provides a platform for professional growth a...

3h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)