PTM Associate


 

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Overview:
BankNewport celebrates being a community bank since 1819. Offering new and exciting career opportunities, BankNewport is committed to providing our employees the resource and guidance to develop careers that are challenging and rewarding.

So if you’re looking for a great professional opportunity, know that BankNewport will
empower and invest in you.

BankNewport remote employees must follow the work schedule provided to them and be able to perform the same duties, assignments and tasks while working remotely as they would in the Bank’s physical space. Employees are expected to adhere to the conditions of the Employee Guidebook and to obtain/maintain professional and reliable work environments. BankNewport’s policies around conduct, confidentiality, sick time, etc. continue to apply, regardless of the employee’s location.

Responsibilities:
PRIMARY ACCOUNTABILITIES/RESPONSIBILITIES:

Performs additional functions necessary, within scope of authority, to provide the highest level of service and responsiveness to customers.

Assist clients over an Personal Video Teller Machine with account transactions and general account maintenance, as well as promote BankNewport products and services
Build relationships with internal and external customers through exceptional problem solving, ownership, and follow through.
Utilize all available technology and software application to maximize service accuracy and efficiency.
Communicate and coordinate with internal departments as needed.
Perform a variety of Digital processing activities: e.g., setup, maintenance, closure, and cancellations. Generate regular reports for eBanking.
Maintain a strong knowledge of all Digital services and programs. Maintain general hardware and software knowledge of Windows and Macintosh computers, smart phones, and tablets. Maintain knowledge of the following applications: all internet browsers such as Internet Explorer, Mozilla/Firefox, Safari, Chrome and any new ones that develop, Mobile Devices (tablets and smart phones) using Apple, Android, Windows and any new technologies, MSOffice, and financial software/apps such as Quicken, QuickBooks and Mint.
Serves as the subject matter expert on BankNewport products and services.
Consistently to meets service quality standards, sales, and services to increase customer relationships, satisfaction, and retention.
Act as liaison with internal and external business partners to facilitate issue resolution.
Accept cash and checks for deposit, cash checks and savings withdrawals within designated limit, and escalate to others when applicable.
Verify endorsements as required by teller operational policies.
Report suspicious activity through proper channels.
Provide high level of quality customer service according to PTM service guidelines.
Adheres to all regulatory, compliance, and internal policies and procedures.
Back up the front desk receptionist/switchboard operator when needed.
Support all digital messages through CRM, Intouch, Call Center Mailbox and iBanking messages etc.
Support the Call Center call volume as needed.
Participate in Call Center and BankNewport events and community involvement efforts.


OTHER ACCOUNTABILITIES / RESPONSIBILITIES

Performs related and unrelated duties as may be required.
Qualifications:
POSITION REQUIREMENTS

College degree is preferred or high school diploma with equivalent experience.
Must be able to travel to administration headquarters in Middletown, RI as needed.
At least 2 years of customer service experience in a goal or incentive-based environment.
Must have reliable and secure internet connections
Knowledge of or usage of electronic banking services, PTM’s and Chat. Strong organizational, communication, and problem solving skills.
Must be detail oriented, analytical and able to multitask in a fast paced and ever changing environment to keep up with technology.
General knowledge of Mobile Devices (tablets and smart phones) using Apple, Android, etc.. PC and Macintosh hardware, operating systems, Internet Explorer, Mozilla/Firefox, Safari, Chrome and MSOffice.

SUPERVISORY SCOPE

None

INDEPENDENT ACTION

Performs work independently within scope of established guidelines and practices. Forwards any and all major problems to the Call Center Manager where additional expertise and clarification of policies and procedures are needed.

BANKNEWPORT CORE VALUES:
  • We celebrate individuality
  • We empower employees to be creative problem solvers
  • We invest and take the time to really get to know our customers
  • We commit to serving the financial needs of Rhode Islander’s
All employees of BankNewport are expected to support bank-wide efforts designed to understand, measure, monitor, reduce, control and report risk in the most efficient and cost-effective manner. Risk management includes but is not limited to compliance risk, credit risk, liquidity risk, market risk, operations risk and systems risk as well as attention to physical building safety and security. Furthermore, all support staff employees are expected to fully support the Bank’s “All In” initiative and utilize support staff training to consistently provide sales support to all departments. They should also possess an understanding of their department’s support metrics and continue to improve Bank efficiencies.

Any physical demands or work conditions described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

BankNewport is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin or ancestry, sex, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity or expression, pregnancy, childbirth or related medical conditions, military service, marital status, or any other legally recognized protected basis under federal, state or local laws, regulations or ordinances.

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