Job Description: Relationship Banker - Call Center

Location: Harker Heights

Job Summary:

The Call Center Relationship Banker delivers exceptional financial guidance and customer service within the bank’s call center environment. This role encompasses addressing customer inquiries, providing tailored banking solutions, and identifying opportunities that align with the bank’s financial growth objectives. A successful Call Center Relationship Banker effectively balances problem-solving skills with a customer-centric approach, ensuring that each interaction enhances the relationship between the customer and the bank.

Customer Service Relationship Management:

• Respond promptly to inbound client calls, addressing questions related to accounts, transactions, and general banking services.
• Develop a rapport with clients, building trust and understanding their financial needs to provide appropriate recommendations.
• Handle customer concerns, troubleshoot issues, and escalate complex problems to the appropriate team members when necessary.

Transaction Processing and Account Management:

• Assist clients with routine banking transactions, including transfers, payments, and account updates.
• Process service requests and ensure all transactions are accurately documented and completed.
• Monitor customer accounts for potential needs or issues, proactively reaching out to offer solutions or services.

Required Skills & Qualifications:

• Education: High School diploma or equivalent; Bachelor Degree Preferred
• Skills: Strong communication skills, active listening, problem-solving, and multitasking.
• Technical Proficiency: Familiarity with banking software, call center systems, and digital banking platforms.
• Experience: Preferred experience in customer service, banking, or a call center environment.