Personal Banker -Phone (Contact Center)

Jul. 12, 2017 - Dec. 31, 2020
Location:Louisville, CO
Type:Full Time
Department:Elevations Credit Union
Description:
Duties:What you will be doing:

The Financial Solutions Guide-CC is responsible listening and being proactive in fulfilling the financial needs for each member by offering the appropriate business and consumer product/service recommendations. Additionally, the FSG provides support with different technology channels such as phone, online/mobile banking, email and chat.

- Proactively approaches and identifies sales opportunities by providing solutions or resolutions through inbound/outbound calls, emails and chats.
- Gains the trust of members by being honest, keeping commitments, sharing information, and treating all members with respect.
- Sets high standards of performance, quality, and accountability for oneself.
Qualifications:
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