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Form of workWhat this role looks like:
To assist members and potential members with their financial service needs over the phone. This position requires an individual with a positive, outgoing attitude who can succeed at enhancing Envista's relationship with our members. The role is supported by a collaborative and fast-paced team environment with a variety of opportunity to identify cross sell opportunities and develop overall job knowledge in many areas of the financial industry. General responsibilities include problem solving, upholding member service standards and recommending appropriate products to enhance the member’s banking experience. Successful candidates must make a professional appearance, be enthusiastic, dependable and service-minded. They will also share Envista's Core Values of Integrity, Empower, Unity, Impact, and Exceed.
What you'll do:
- Assists members and potential members with their financial service needs, identifies and cross sells products and services beneficial to members, answers questions about products and services and resolves problems that are within their scope authority. Refers problems that are beyond their authority to their Manager or appropriate department, along with their recommendations.
- Ensures member and account information is correctly entered into data system, processes documentation as necessary, provides required information to Branch staff for disbursement in a timely fashion; follows up to ensure all aspects of the transaction have been correctly and satisfactorily completed.
- Acts as liaison between members and other departments.
- Assures that appropriate records and documentation are correct and well maintained.
- Performs other related duties as assigned.
Education & Experience:
- Three to five years of sales and customer service experience (preferred)
Our benefits:
- Competitive Compensation
- Performance Incentives
- Community Involvement
- Career Advancement
- Educational Opportunities
- Health & Wellness Benefit
- Paid Time Off
- Health & Dental Insurance
- Life & Disability Insurance
- 401(k) Plan with company match
- Vision Insurance
- Voluntary Life Insurance
