Account Representative at KBW Financial

Top community Bank in Natick MA has opening for an Account Bank Representative. The person is responsible for helping to build primary relationships with customers by providing world-class customer service via email, Digital Banking and telephone systems. The role includes performing account services and providing solutions to customers’ inquiries.The main focus of the temp contract would be to help our client services department open new CDs. This position is 100% onsite.

Responsibilities:

• 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
• Provides customers support through telephone and secure message channel including resolving issues to retail and electronic banking activities 
• Discovers customer needs through conversations, questions and review of their accounts, and promotes and cross-sells Bank products and services based on their need
• Maintains knowledge of retail banking policies and procedures. Attends seminars regarding banking industry activities
• Executes outgoing communication efforts for the bank via telephone, email, and/or regular mail

• Strong understanding of financial products and services and the ability to learn more
• Assessing customer needs, providing solid recommendations, and building customer relationships to optimize sales opportunities with new and existing customers
• Effective interpersonal skills and confidence to offer products and services to customers
• Ability to apply critical thinking and problem solving skills
• Ability to work in a fast paced environment under time constraints when necessary
• Ability to establish credibility quickly with customers and team members
• Successful completion of in-house training programs or other approved training programs
• Compliance with BSA regulations as appropriate to the position

Qualifications:

• Bachelor’s degree or equivalent retail banking and/or online banking experience
• Extensive knowledge of Retail Banking policies and procedures
• Proven organizational and customer service skills
• Good interpersonal, communication & computer skills
• Bilingual speaking preferred

KBW789

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