SouthEast Bank
Published
April 9, 2024
Location
Chattanooga, TN, Tennessee
Category
Job Type

Description

This is a bilingual Spanish/English position. Candidate must be able to speak fluent Spanish and English. Preferably, Spanish as a first language.

BASIC FUNCTION:

Customer Service Representatives are often the first to interact with new customers and the ones that help them form an opinion of the bank. By having a conversation and understanding what a customer needs the CSR can recommend and open personalized product and service solutions that address those needs. The most important job as the face of SouthEast Bank is to build a long-lasting relationship that helps us match customers with the solutions, they need to help them reach their financial goals.

ESSENTIAL FUNCTIONS:

  • Primary focus is assisting with clients sales opportunities with additional activities related to service needs, based on over needs of the branch.
  • Use resources to conduct effective client conversations in person and on the telephone and open retail accounts.
  • Provide financial solutions that meet client needs
  • Referring to other lines of business partners for additional solutions. Partners include, but are not limited to: Customer Care Representative, Mortgage, ELFI, Treasury Services, and Merchant Services.
  • Cross-sell bank products and services based on customer needs, in accordance with the banks program standards.
  • Ensure compliance with internal controls, operational procedures, and risk management policies.
  • Purse on-going education of SouthEast Bank products, services, other lines of business, and federal regulations.
  • Make proactive outbound calls to clients and prospects.
  • Carry out other duties as requested or assigned.

SKILLS AND KNOWLEDGE:

  • Tact and diplomacy in dealing with both customers and employees
  • Strong organizational, communication, and computer skills
  • Detail orientated
  • Knowledge of bank regulations
  • Pleasant telephone manner
  • Problem solving skills
  • Multitasking

WORKING CONDITIONS:

  • Sitting for long periods of time; standing and walking periodically.
  • Lift 10-20lbs periodically.

REQUIREMENTS:

  • High school diploma or equivalent, required.
  • Associates or bachelors degree, preferred.
  • Banking customer service experience, preferred.
  • Retail banking experience, preferred.
  • Maintain up-to-date knowledge of and adhere to all state and federal regulations that pertain to this position including but not limited to Bank Secrecy Act, Consumer Privacy and Fair Lending.
  • Working knowledge of state and federal regulations including but not limited to Bank Secrecy Act, Consumer Privacy and Fair Lending along with industry best practices that pertain to this position.
  • Fluent in Spanish/English; required.

Visit our website or follow the link below to apply:

https://www.paycomonline.net/v4/ats/web.php/jobs/ViewJobDetails?job=163450&clientkey=FAF4CC9CE64AE0FFC7E5A8748EA026D0

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