Achieves Contact Center targets and goals by identifying customer needs and providing appropriate advice, guidance, and education on Regions’ financial products and services
Achieves required levels of inbound/outbound phone calls from the top 10% of Regions customer base
Educates and advises customers on products and services, including all loan and deposit types
Takes ownership of customer issues and works proactively with the customer for resolution
Refers customers to an internal team of experts when complex financial goals and needs are recognized
Completes work with a limited degree of supervision
Requirements
High School Diploma or GED
Two (2) years of experience in customer service, sales, or banking
Ability to accurately observe stable and scrolling on-screen text and images
Ability to accurately detect verbal information and communicate verbally using a headset or speaker and microphone
Ability to operate a keyboard and mouse to type and make on-screen selections
Ability to work at a computer for extended periods of time
College Degree preferred
One (1) year of experience lending preferred
One (1) year of experience in relationship-based client consultation preferred