Customer Service Representative

  • $21,000.00 - $40,000.00/year
  • · Use established policies and procedures, assists new and existing Fidelity customers in a call center environment. This includes using the consultative selling approach to determine service needs and completing necessary documentation to establish the customer relationship.

    · Service all types of deposit accounts ranging from preparation of account opening documents to balance inquiries, posting inquiries, order checks, order check cards, check card issues etc.

    · Service all types of loan accounts ranging from loan payoffs requests to payment inquiries, phone payments, posting issues, coupon book orders, etc.

    · Manage customer servicing for ancillary bank services and channels such as automated Telephone Banking, Check Cards, Online and Mobile Banking, and Web Chats.

    · Make referrals to appropriate areas of the bank based on established guidelines for making a referral.

    · Promote the benefits of banking with Fidelity and using additional services of the bank.

    · Make appropriate referrals for credit card accounts to branch employees. 

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