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Account Services II

Published
January 31, 2025
Location
Minneapolis, MN

Description

We're not just your average bank - we're a tight-knit, family-owned community bank with a passion for making a real impact in the neighborhoods we call home. Our mission? Simple but impactful: to strengthen communities, one meaningful connection at a time.

At the heart of Northeast Bank is our incredible team - a community within a community. We're not just colleagues; we're like family, always ready to support each other, our neighbors, local businesses, and non-profits. In fact, we go the extra mile to foster strong bonds with our clients, aiming to be more than just a bank but a trusted partner in their journey.

If you're someone who thrives on making a positive difference in people's lives, Northeast Bank is the place for you! Join us, and let's build strong communities together.

POSITION SUMMARY: Provides customer service via telephone, process wire transfers, un-posted items, large items, and all outgoing and incoming returns.

PRIMARY ACCOUNTABILITIES AND RESPONSIBILITIES:

1. Responsible for processing incoming and outgoing domestic and foreign wire transfers and maintain customer wire agreements.

2. Answer customer phone calls or questions in Banno chat regarding balances, transfers, in-coming and out-going wire transfers, stop payments, and general questions by displaying a positive attitude and assisting the customer with their needs. Cross-sell products that are beneficial to the customer.

3. Work well as a team to ensure that customers have the information that they need and no one person takes most of the phone calls.

4. Responsible for returned mail, logs and distributes to appropriate departments/personnel.

5. Complete various projects as needed.

ROLE QUALIFICATIONS:

Education

• High school diploma or general education degree

Experience

• A minimum of 2 to 3 years customer service, and phone experience in an office environment.

Other Skills/Characteristics

• Professional, effective verbal communication skills

• Ability to deliver above average customer service.

• Ability to multi-task and organize priorities.

• Medium level of computer literacy - e-mail, Word

• Maintains confidentiality.

• Maintains a high level of focus and accuracy.

• Proficient in working in a team-oriented environment.

Performance Measures

• Delivers exemplary customer service consistently exceeding customer expectations in terms of response time, need assessment and accuracy.

• Dependability to getting duties completed on time with good follow-up.

Working Conditions
Normal office environment

Northeast Bank welcomes people of all races, religions, genders, physical abilities, backgrounds, etc. Our goal is to support all members of our community, whether they are customers or employees. Our employees have a sense of belonging due to the relationship building we do among our employees. We value each employee as an individual.

Northeast Bank is an Affirmative Action/Equal Opportunity/Vets/Disability Employer

PI259752793