Call Center Agent
First National Bank
Total years of experience :10 years, 9 Months
Obtains client information by answering telephone calls• Interviewing clients; verifying information •Determine eligibility by comparing client information to requirements•
Establishes policies by entering client information •Update existing customer information •.Maintains and improves quality results by adhering to standards and guidelines• Recommending improved procedures.
Updates job knowledge by studying new product descriptions •Participating in educational opportunities• Follow up customer calls where necessary• Document all call information according to standard operating procedures
Explain to customers the different types of loans and credit options that are available, as well as the terms of those services. • Review and update customer’s profiles. • Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information. • Handle customer complaints and take appropriate action to resolve them. • Submit applications to credit supervisors for verification and recommendation. • Dealing with all office correspondence.
Assisting in several fairs. • Meeting with potential clients, • Organizing sales visits. • Demonstrating products. • Maintaining accurate records. • Maintaining contact with clients.
• Reviewing sales performance. • Handle customer complaints and take appropriate action to resolve them. • Achieving company goals.