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As a part of TIAA’s Financial Solutions business, TIAA Bank, a division of TIAA, FSB, provides full-service, nationwide banking and lending services to consumer, commercial and institutional clients through a variety of channels, including online, its Florida-based financial centers and at other business offices throughout the country.Primary CharacteristicsThe purpose of this position is to service, inform, and assist TIAA, FSB clients while providing an exceptional client experience.Essential Functions
Maintain quality service to all clients by answering product and service questions, cross-selling related products and services, and being courteous and responsive to all clients' needs
Maintain client records by verifying and updating account information
Resolve product or service problems in a timely manner by listening, determining the cause of the problem, selecting, and explaining the best solution to solve the problem; expediting the solution and following up with the client
Maintain bank operations by following established policies and procedures and reporting needed changes while complying with federal, state, and local banking regulations
Contribute to team effort by answering client phone calls in a timely manner
Take ownership in problem resolution
Complete all duties as assigned
Knowledge, Skills, and Abilities Requirements
Basic math, clerical, and typing skills
Full knowledge in the use of a personal computer
Ability to handle multiple tasks while maintaining a high level of service
Ability to understand and retain product and service knowledge
Effective verbal and written communication skills; capable of tailoring communication to each unique situation
Active listener that can ask necessary questions in order to clarify any ambiguity
Demonstrates proficient product knowledge and schedule adherence
Training and Experience
High school diploma or equivalent required
Two years or more experience in a client service or call center environment required
Banking or mortgage servicing experience preferred
Equal Employment Opportunity is not just the law, it’s our commitment. Read more about the .If you need assistance applying due to being visually or hearing impaired, please email .We are an Equal Opportunity/Affirmative Action Employer. We will consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.Additional Information
Requisition ID: 1721115
Field: BankingCompany: TIAA Bank