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Tompkins Financial

Community banking wealth and insurance

Customer Experience Agent

Customer SupportPosted on Nov 12
Full-timeIn-person

About the Job

Requirements

  • A minimum of one year of banking or related customer service experience is required.
  • Proficiency in reading, writing, grammar, and mathematics is required, along with interpersonal relations and communication skills and strong analytical ability.
  • The candidate must be assertive and able to influence others, with effective verbal and written communication skills.
  • The candidate must be able to work in a fast-paced, multiple-task environment with a high-disruption rate.
  • The candidate must resolve conflict with minimal negative impact on all parties.
  • The candidate must work independently and prioritize work to meet goals in all areas.
  • The candidate must be a self-starter with forward-thinking capabilities and good organizational skills.
  • Proficiency in Microsoft Word and Excel is required.

Responsibilities

  • Manage inbound calls in a timely manner in a multi-bank environment.
  • Receive and process telephone service requests, including Retail Banking, Debit Cards, Digital Banking, Business Banking, and Treasury Management; handle routine, basic inbound and outbound calls.
  • Maintain thorough knowledge of company procedures, policies, and banking regulations.
  • Provide customers with accurate, valid, and complete information using the appropriate methods and tools.
  • Meet personal and customer care center team targets and call-handling quotas.
  • Follow company policies and procedures in the Employee Handbook.
  • Perform other related duties as assigned or directed.
  • Promote and cross-sell bank products and services to customers and prospects, and participate in the department's digital referral program.
  • Work rotating shifts, weekends, and holidays as required; schedules may change based on department needs and customer demand.

Desired Qualifications

  • Care Center software experience is desirable.

About the Company

Tompkins Financial

Community banking wealth and insurance

Tompkins Financial is a financial holding company for community banking, wealth-management, and insurance businesses. Local relationship teams operate with shared risk, technology, finance, compliance, and corporate capabilities. Its regional affiliates provide deposit, lending, investment, trust, planning, and insurance services to households and organizations. The profile is Tompkins Financial and its affiliated operating companies in New York and Pennsylvania. Roles span branch banking, lending, wealth, insurance, operations, technology, risk, and professional support.

Company size
1-10
Company stage
IPO
Headquarters
Ithaca, NY
Founded
1836

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