Banking Advisor / Call Center Rep
Lowell Five Bank

Job Order #: 19872492

Tewksbury, MA 01876

Full Time

40 hours per week

POSTED 10/31/2023

EXPIRES 1/29/2024

Job Description

Banking Advisor / Call Center Rep
Tewksbury, MA
____________________________________________________________________________________
POSITION SUMMARY
Based in our Corporate Headquarters, Banking Advisors provide phone and email support for internal and external clients. Primarily assists callers with inquiries and resolves problems with Lowell Five solutions, cross sells Bank products and services, and makes referrals while working to meet individual and team growth goals.
ABOUT LOWELL FIVE
With nearly $1.7 billion in assets, over 200 employees and 15 banking center locations throughout the Merrimack Valley and Southern New Hampshire, Lowell Five is honored to play a vital role in the economic vitality of the region. We provide support of, and our employees are engaged in, a myriad of leadership roles for numerous community boards and organizations. We are proud of the longevity of our employees and we are committed to finding new talent for our team. We offer career development and educational programs to support personal and professional growth along with a benefit package that supports each employee?s best life. For more information, please visit www.lowellfive.com.
ESSENTIAL DUTIES AND RESPONSIBILITIES
o    Handles incoming phone calls and emails from clients
o    Maintains knowledge of Bank solutions and communicates them effectively to clients
o    Makes outbound calls to our client base in an effort to deepen relationships and meet individual and team growth goals
o    Actively listens to clients in order to advise and consider referral opportunities; connects callers to appropriate Bank personnel for
more complex matters and follows up as necessary
o    Utilizes Salesforce to create cases, referrals, and notes to enhance the client experience and collaborate with multiple departments across the Bank
o    Opens new deposit accounts for existing clients
o    Provides limited back office support to the branch network during extended hours
o    Sends client correspondence
o    Supports the wire transfer process
o    Submits new consumer loan application
o    Completes change of address confirmations
o    Completes dormant account maintenance
o    Processes Abandoned Property
REQUIREMENTS
o    Prior call center experience; banking experience preferred
o    Willingness and aptitude to learn new systems as required to support Bank growth and expansion of services
o    Excellent verbal and written communication skills with the ability to be concise, clear and consistent; pleasant tone of voice on the phone
o    Ability to build rapport and maintain relationships
o    Detail-oriented with excellent time management and organizational skills
o    Ability to multi-task, prioritize, and adapt to change
o    Capable of working independently and solving problems
o    Team player with strong desire to offer exceptional customer service
o    Knowledge of Microsoft Office, including Word, Excel, Outlook
o    Willingness to have flexibility in your work schedule
o    Ability to work for prolonged periods of time at a desk and working on a computer

Full Time
401k, Short/Long Term Disability, Dental, Major Medical, Vision, Life Insurance, Sick Leave, Vacation


Please email resumes to Marianne.Segool@MasshireLowellCC.com and then we will have you fill out the online application also.

How To Apply

Please email resume to Marianne.Segool@MasshireLowellCC.com and candidates will then need to fill out an application directly on the website

Address

Several locations
Tewksbury, MA 01876

Get Directions

Shift

First

Not Specified

Per Diem Position

Not Specified

Union Position

No

Apprenticeship

No

Pay

Not Specified

Benefits

  • Major Medical
  • Vision Insurance
  • Dental Insurance
  • Life Insurance
  • 401K
  • Vacation Leave
  • Sick Leave
  • Bonuses
  • Education Cost Reimbursement
  • Paid Holidays
  • Short Term Disability Leave
  • Long Term Disability Leave

Benefit Details

Name

MassHire Lowell Career Center

Title

Not Specified

Email

Marianne.Segool@MasshireLowellCC.com

Phone

Not Specified

Address

107 Merrimack Street
Lowell, MA 01852

PREVIOUS JOB LISTING

NEXT JOB LISTING