What are the responsibilities and job description for the Senior Account Representative I position at MutualOne Bank?
Summary / Objective
The Senior Account Representative I is responsible for building primary relationships with customers by providing world-class service via email, Digital Banking and telephone systems. The role includes maintaining all online services, performing account services and providing solutions to customers’ inquiries.
Experience & Education Requirements
Required Experience
The Senior Account Representative I is responsible for building primary relationships with customers by providing world-class service via email, Digital Banking and telephone systems. The role includes maintaining all online services, performing account services and providing solutions to customers’ inquiries.
Experience & Education Requirements
- Bachelor’s degree or equivalent retail banking and/or online banking experience
- Extensive knowledge of Retail Banking policies and procedures and Electronic Banking operations
- Proven organizational and customer service skills
- Good interpersonal, communication & computer skills
- Provides a complete range of customer services including opening new accounts, explaining available bank products and services, and gathering customer information to process new and existing accounts on line
- Provides customers support through telephone and secure message channel including resolving issues to retail and electronic banking activities
- Discovers customer needs through conversations, questions and review of their accounts, and promotes and cross-sells Bank products and services based on their needs
- May be trained to accept mortgage loan applications as a licensed originator
- Provides assistance and training to branch personnel regarding electronic banking procedures
- Maintains knowledge of retail banking policies and procedures. Attends seminars regarding banking industry activities
- Obtains and analyzes daily reports relating to customer and internal online banking activity including service metrics, fraudulent activity, and unauthorized access
- Executes outgoing communication efforts for the bank via telephone, email, and/or regular mail
- Works with vendors and outside service providers to ensure operational performance standards are maintained
Required Experience
Entry Level Account Representative
P.E.A.K. Marketing -
Waltham, MA
