Employment 3
Customer Call In Associate (Switchboard)
Location:
San Antonio
Summary:
Provides customer service to new and existing bank customers in retail product/service offerings and consumer loans. The primary purpose of this position is to manage incoming customer calls with professionalism and positivity, identifying their needs, and ensures those needs are personally or directed to the appropriate team to be addressed.
Essential Duties & Responsibilities:
To perform this job successfully, an individual must be able to perform each of the essential duties satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Demonstrates professionalism, patience, and positivity in any and all customer interactions – exemplary phone etiquette.
- Maintain positive customer relationships through prompt and courteous service, response to customer inquiries, and assistance with basic customer inquiries.
- Greets customers and works closely with Deposit Operations and Branch Services teams, peers and supervisors to ensure timely service and team effectiveness in addressing customer needs.
- Manages incoming calls and disposition of calls to the appropriate bank associates according to TransPecos Banks protocol.
- Answers basic customer inquiries regarding interest rates, service charges, passbook balancing; and account histories while complying with disclosure requirements, regulations and consumer privacy policies.
- Cross-sells bank products and services.
- Follow all bank policies and procedures.
- Carries out responsibilities with professionalism, respect for others, in accordance with the organization's policies and applicable laws
- Any other duties as assigned.
Key Deliverables:
• Satisfied Customers
• Minimal Errors
Wage Type:
Hourly
Organizational Structure:
Reports to: VP Deposit Operations & Compliance
Supervises: None
Qualifications:
Knowledge/Skills:
- Associates Degree or Equivalent
- 1 – 3 years Customer Service experience
- Excellent customer service skills






