Skip Navigation
Loading...

Senior Account Representative I



Category

Client Services

Job Location

Framingham

Tracking Code

208-138

Position Type

Full-Time/Regular

Salary Range

$51,710.34 - $60,984.67

Summary / Objective

The Senior Account Representative I is responsible for building primary relationships with customers by providing world-class service via email, Digital Banking and telephone systems. The role includes maintaining all online services, performing account services and providing solutions to customers’ inquiries. 

Experience & Education Requirements:

  • Bachelor’s degree or equivalent retail banking and/or online banking experience
  • Extensive knowledge of Retail Banking policies and procedures and Electronic Banking operations
  • Proven organizational and customer service skills
  • Good interpersonal, communication & computer skills

Essential Job Functions:

  • Provides a complete range of customer services including opening new accounts, explaining available bank products and services, and gathering customer information to process new and existing accounts on line
  • Provides customers support through telephone and secure message channel including resolving issues to retail and electronic banking activities 
  • Discovers customer needs through conversations, questions and review of their accounts, and promotes and cross-sells Bank products and services based on their needs
  • May be trained to accept mortgage loan applications as a licensed originator
  • Provides assistance and training to branch personnel regarding electronic banking procedures
  • Maintains knowledge of retail banking policies and procedures. Attends seminars regarding banking industry activities
  • Obtains and analyzes daily reports relating to customer and internal online banking activity including service metrics, fraudulent activity, and unauthorized access
  • Executes outgoing communication efforts for the bank via telephone, email, and/or regular mail
  • Works with vendors and outside service providers to ensure operational performance standards are maintained

This position is located in Framingham. View the Google Map in full screen.



close
Hi! We use cookies on this website to help operate our site and for analytics purposes. For more on how we use cookies and your cookie choices, go here! By continuing to use our services, you are giving us your consent to use cookies.