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ARMSTRONG BANK

CSR, Digital Operations

Career Insights for Financial Services Representative

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Based on Oklahoma data

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What they do

A Financial Services Representative sells financial services and advises clients on financial services products, including banking services, securities and insurance.

$67,353 / year median in Oklahoma

-7% projected decline

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Job Description

CSR, Digital Operations
ARMSTRONG BANK - 4.1
Norman, OK Job Details 22 hours ago Qualifications Optimizing workflow processes Financial services customer support Technical support via phone Client inquiry handling Promoting bank products Mid-level Post-sales issue resolution Financial issue resolution Internal employee customer service Consumer dispute resolution Vendor relationship management Vendor communication Assisting with digital banking services Cross-functional collaboration Continuous process improvement (CPI) Bill payment support
Full Job Description Purpose:
While projecting a professional image, assist Customer, Bankers, and internal departments with the Banks Digital products including, but not limited to: Digital Banking, Bill Pay, E-Docs, Mobile Deposit, Armstrong Anywhere, Zelle, all Banno services, and any new service introduced into Digital Operations. Support Customers and Bankers in the digital growth of the Bank. Respond to inquiries and resolve issues as needed. Tasks Ensure that customers are assisted promptly, primarily by telephone or electronically and by meeting or exceeding Bank principles as identified in the SMILE program. Act as liaison between the various vendors of our Digital Products and branch staff. Maintain technical expertise and knowledge of Digital Products and services. Support all Digital Product implementations, conversions, or upgrades. Meet accuracy and correctness of work standards as required. Actively engage in identifying and working on process and system improvements. Participate with team and other internal departments on process improvement projects and activities. Resolve customer inquiries, complaints, and disputes in regards to Digital Products. Actively work with all departments to provide necessary assistance to serve customers needs. Other duties, as assigned.