Associate, Bilingual Customer Service (Sales)
Job Description
Sells all investment and business banking products via telephone.
Responsible for achieving department sales and personal goals.
Provides sales training and support to new, less experienced representatives.
Responds to TSR referred calls from existing or prospective customers with the intent to close sales.
Places outbound calls from designated lists to secure new customer relationships for the bank. Prospects new account relationships, deposits and loans.
Completes accurate fulfillment documents for closed sales.
Conducts frequent new customer satisfaction surveys.
Maintains current on all bank products, policies and procedures.
Complies with state telemarketing regulations and department service quality standards.
Facilitates follow up and ensures action taken on all referrals to Trust, Major Loans, Loan Production and Commercial Lending departments.
Performs duties of a TSR as directed.
Participates in telemarketing pilot programs.
Support the principles of community banking through cross selling and referral to appropriate departments for specialized services.
EDUCATION AND EXPERIENCE:
Minimum one (1) year experience in a telemarketing or customer service environment, experience in a direct telephone sales environment preferred.
Successful completion of DSR II Curriculum Requirements.
Minimum education and experience required can be substituted with the equivalent combination of education, training and experience that provides the required knowledge skills and abilities.
Minimum one (1) year experience in a telemarketing or customer service environment, experience in a direct telephone sales environment preferred.
Successful completion of DSR II Curriculum Requirements.
Strong inter-personal and telephone skills.
Advanced knowledge of bank policies, procedures, regulations and compliance.
The ability to perform work pace appropriate to a given workload.
WORK AUTHORIZATION & ELEGIBILITY:
- Legally authorized to work in the US is required. This position is of indefinite duration and requires candidates to have permanent or ongoing work authorization.
- Employee is responsible for maintaining eligible work authorization throughout his tenure with the organization.
Oriental is an Equal Opportunity Employer (EEO/Affirmative Action for Veterans/Workers with Disabilities)