Senior Customer Success Representative
Northeast Bank
Northeast Bank is a full-service community bank and a national commercial real estate lender with offices in Maine, Massachusetts, and New York. We are looking for motivated and talented individuals who want to make an impact in a growing company that cares about its employees, customers, and the communities it serves. Northeast Bank provides competitive compensation and benefits, generous PTO, and a hybrid work environment dependent on the role. If you are looking for a growing organization that prioritizes its employees, we encourage you to apply.
POSITION SUMMARY: Provides quality service and sales support to customers and colleagues of the Bank and its affiliates through the Customer Success Center.
RESPONSIBILITIES:
Respond to inbound sales and service calls via voice, video or chat to include general bank information, specific customer account information, customer transactions and problem resolution
Monitor and manage Outlook group email boxes
Participate in outbound calling sales efforts
Create new accounts and services for new / existing Bank clients
Create sales opportunities by cross-selling and up-selling bank products and services
Make recommendations for improvements to Bank processes, products and services
Achieve sales levels consistent with goals set
Assist with new Customer Success Center team member trainings, coaching and onboarding
Lead routine Business Banking and National Lending customer support in collaboration with Business Service Support team
Assist with Cash Management Support mailbox monitoring and related daily tasks
Work with ‘Small Loan General Servicing’ and MSBA teams for new pool updates
Act as backup support for days when Team Leader is unavailable, including call escalation
Monitor and complete Fraud Map risk assessment daily
Complete weekend review of RDA Fraud deposit items
Oversee QwickRate program daily activities
Maintain professional and technical knowledge through ongoing training initiatives
Successfully pass technical and regulatory examinations required by the Company
Maintain professional appearance
KNOWLEDGE, SKILLS AND ABILITIES:
Proficient in Word and Excel
High attention to detail
Excellent organizational and time management skills
Effective oral and written communication skills
Ability to speak and write effectively
Ability to develop new business and close sales
Ability to effectively train others
Ability to work independently as well as in a team environment
Effective interpersonal skills
Excellent phone etiquette
Ability to multi-task and manage expectations
Ability to mentor and support junior level employees
Associate degree or equivalent education and/or banking/ contact center experience
Previous Contact Center/Customer Service experience required
Banking and/or financial services background preferred
PHYSICAL DEMANDS AND CONDITIONS:
Ability to sit and work at a computer for sustained periods of time
Flexible hours required, including evenings, weekends and Holidays
Northeast Bank is an equal employment opportunity and affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity and expression, national original, veteran status and any other classification protected by Law. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Vacancy posted 19 hours ago
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