
Phone Banking Associate
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Overview
Job Description
Description
Whether you're passionate about finance, technology or helping others - a career at First National Bank offers a world of opportunity to grow and succeed.
Work collaboratively with a team while having fun and providing product and technical support knowledge to customers. In return, we have a lot to offer. This fulltime position offers competitive pay, time off, benefits and a bonus plan. Opportunities for personal growth and professional development. And yes, a real opportunity to make a difference in the place where you live. We are proud to be on the 2025 list of Best Places to Work in Maine.
Fulltime-In Office Position
Schedule Monday-Friday (40 hours)
Qualifications:
Phone etiquette and Customer service experience preferred
High school diploma or equivalent
Computer experience preferred
Banking experience desirable
Functions:
Provide customers with high quality service by selling bank products and services and/or making appropriate referrals to other bank personnel. Work in a team environment demonstrating enthusiasm, a positive outlook and a professional manner while maintaining confidentiality.
Duties:
- Provide world class customer service focused on customer retention, sales and service while answering all inquiries, promoting, and selling products and services and resolving customer problems.
- Handle inbound/outbound customer contacts - via phone, Banno conversations/secure messaging, and email.
- Accurately process requests, using computerized systems following bank policies for identification of customers, tracking, gathering information and trouble shooting.
- Provide deposit and loan information regarding the structure and design of bank products including features/benefits, rates, terms, payment applications, balances, and statements.
- Maintain a basic understanding of loan, investments, and merchant products in order to refer customers to appropriate bank personnel to help meet referral goals.
- Complete Argo-Harland Clarke check order/Re-order, Argo- address change/CIF maintenance.
- Cross-sell bank products over the phone to incoming callers.
- Be familiar with electronic services products.
- Exhibit an understanding of common scam and fraud situations and know how to report internally.
- Investigate and correct errors reported by customers, work with management to report unusual account activity.
- Perform additional duties, but not limited to debit card maintenance, stop payments, password resets, travel notes, check orders, disputes, etc.
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