Virtual banking specialist serving Prospera members through phone, email, and chat. Recommending financial products, supporting digital banking, and building lasting member relationships.
Responsibilities
Greet and assist customers over the phone, email, and chat
Establish rapport and address service inquiries and customer concerns
Identify opportunities to deepen customer relationships
Demonstrate the value of digital and self-service channels
Educate customers on digital and self-service banking transactions
Refer customers to account managers and external business partners
Handle transactions and open personal and business profiles, demand accounts, term deposits, ATM cards, and other banking products and services
Participate in sales meetings
Maintain accurate sales and service activity histories in the customer relationship management system
Support and participate in community initiatives
Requirements
Experience in a customer-facing role within a fast-paced work environment
At least 1–3 years of experience in a financial services role
Customer service experience in a high-volume remote/call center environment highly regarded
Front-line/customer-service mindset
Strong interest in a financial services career
Capacity and passion for learning
Strong team orientation
Excellent communication and relationship-building skills
Willingness to grow and help others
Interest in community involvement is a must-have
Employment subject to enhanced criminal, credit, and reference checks
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