Phone Banker II

Date: October 29, 2015
Grade: 4
Full-/Part-Time: Full-Time
Location: Brookings, SD
Supervisor: Call Center Supervisor
Overall Functions: This person is responsible for responding to incoming telephone calls from customers and bank employees concerning customer accounts and customer account-related service in conformance with policy, procedures, and service quality standards. This person acts as a support for all staff regarding bank operations areas or topics.
Qualifications: This person should have an associate's degree plus two years of experience in a related field or the equivalent. This person must display excellent oral and written communication skills and have the ability to work independently and as a team. This person must have proven customer service, judgment, and organizational skills and must possess excellent computer skills.


1. Respond to customer phone inquiries regarding a full range of customer transactions and banking products, services, and online banking.

2. Ensure customer confidentiality.

3. Seek opportunities to retain, expand, and attract customer relationships. Assess customer needs and make recommendations regarding options available.

4. Adhere to established policies and procedures regarding appropriate resolution of customer complaints.

5. Demonstrate effective decision making in determining corrections, fee waivers, and refunds, and in appropriate methods/solutions to meeting customers’ needs.

6. Inform Management of irregular or recurring problems and suggest improvements to better the service provided by the Call Center.

7. Be responsible for promoting the bank’s philosophy of excellent customer service.

8. Attend all meetings and any other required meetings and/or developmental training deemed necessary by the Call Center Supervisor.

9. Act in accordance with FFC policies and procedures as set forth in the employee handbook.

10. Adhere to compliance procedures and participate in required compliance training.

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