Job Grade:
103
Pay:
$21.17/hr with opportunity to advance to a level II at $23.72/hr
Hours:
40 hours/week
The contact center is open Monday – Friday 7:00 a.m. – 7:00 p.m. and Saturday 8:30 a.m. – 2:00 p.m. Must be flexible to meet current and future business needs.
Schedule:
This position offers a set schedule, Monday – Saturday with a day off during the week, and every Sunday off. It is a hybrid role that is remote eligible for up to 40% of the time after successful completion of training period.
The contact center is located at our beautiful ESL headquarters located in Rochester, NY and offers an open office environment filled with natural lighting.
Application Submission Guidelines:
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Prior to submitting your application, please notify your manager that you will be applying.
- Employee must be in good standing in their current position for six months or more.
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As part of the application process, internal applicants must provide their last two performance appraisals to the hiring managers, Karra O'Donnell, Stephanie Gallina and Amie Mast.
Purpose of Position:
This position is accountable for helping customers via a phone channel, assisting with account reviews, transaction processing, and customer profile maintenance. Tele-Banker 1 employees identify and recommend products and services to help customers address financial needs in a referral capacity. This position also promotes and provides support of ESL’s digital channel features, including general site navigation, money movement guidance, and digital banking password resets.
Principle Responsibilities/Accountabilities:
Employee Experience: Tele-Banker 1 employees are focused on foundational skill development, and sharing feedback to surface actionable improvement opportunities for an enhanced customer and employee experience.
- Active participation in Voluncare
- Model ESL’s core values
- Engages in continuous self-development
- Openly accepts feedback to improve performance, and offers feedback for an improved experience
- Is engaged in coaching activities
- Consistent reliability and dependability in fulfilling job responsibilities
Customer Experience: Tele-Banker 1 employees are focused on the consistent use of approved behaviors to insure that customer experience align with standards.
- Recommend and refer products and services to help customers increase their convenience and achieve their financial goals
- Accuracy in transaction processing
- Adhere to Contact Center Call Center Standards for call handling
- Adhere to work schedule
- Accurately process customer transactions and provide appropriate recommendations to customers who may need guidance in identifying the best solution to meet needs.
- Support the Voice of Customer process by documenting customer feedback in the VOC database
Operational Excellence: Tele-Banker 1 employees understand the need for referencing system tools, support lines, leadership, and procedures to insure accuracy in the information they provide to customers, and the transactions and maintenance activities they process.
- Accuracy in transaction processing
- Effective use of system tools to problem solve
- Transitioning call to Tele-Banker 2 when call complexity exceeds scope of role
Financial Impact: Tele-Banker 1 employees learn about products and services, and use their product knowledge to recommend products and services that benefit the customer.
- Accuracy in transaction processing
- Act as the first line of defense against fraud and scams which place customer account security at risk.
- Strict adherence to verification processes for authenticating customer identities, verifying transactions, and confirming sensitive information to prevent fraudulent activities
- Deliver information to customers on identifying and preventing fraud.
- Sensitivity to unusual behavior, inconsistencies in information provided, or requests for sensitive information
- Escalate issues to higher authorities when necessary
Qualifications
- High School diploma or High School equivalency diploma required
- Min 1yr customer service and/or sales experience in a retail/sales environment
- Comfortable working with a variety of computer applications
- Effective verbal communication skills
- Ability to identify opportunities to deepen customer relationships
- Ability to maintain poise and professionalism under pressure
- Prior banking experience preferred
- Demonstrate alignment with ESL’s Core Values, mission, vision, and Purpose to help our community thrive and prosper
We’re committed to diversity, equity, and inclusion. ESL recognizes the importance of a culture that embraces diversity and values individual differences. We are committed to cultivating a diverse workforce at all levels that mirrors the communities we serve. We welcome applications from people with diverse perspectives and backgrounds. We strive to create an inclusive, respectful and equitable environment, which makes ESL a great place to work!
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