Senior Account Representative I at MutualOne Bank

Summary / Objective 

The Senior Account Representative I is responsible for building primary relationships with customers by providing world-class service via email, Digital Banking and telephone systems. The role includes maintaining all online services, performing account services and providing solutions to customers’ inquiries. 

Experience & Education Requirements: 

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

Essential Job Functions: 

• 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 needs 
• May be trained to accept mortgage loan applications as a licensed originator 
• Provides assistance and training to branch personnel regarding electronic banking procedures 
• Maintains knowledge of retail banking policies and procedures. Attends seminars regarding banking industry activities 
• 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 

Apply Here 

PI238878007