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Customer Svc Inside SalesSpecialist, National Digital Bank-Laurel Road in Bridgeport, CT at KeyBank

Date Posted: 2/21/2021

Job Snapshot

  • Employee Type:
  • Location:
    855 East Main Street
    Bridgeport, CT
  • Date Posted:

Job Description

Describe what must be accomplished.
Responds to customer inquiries via phone, secure chat or email regarding the LRB products. Understands, advocates and discusses products and features with customers.
Provides outstanding customer service to each customer and ensure the customer relationship is maintained at the highest possible level.
Performs outbound outreach to customers and work with the applicant and the operations team to successfully move applications through the process to funding.
Assist national digital bank consumer clients with account inquiries, servicing needs, and issue resolution.
Make outbound calls with the assistance of an automated dialer, for the purpose of effectively -promoting products and services.
Demonstrated ability to have relationship approach combined with needs based focus
Consistently deliver distinctive client service that is knowledgeable, empathetic, patient, prompt, and courteous.
Build rapport and strengthen client relationships while servicing client needs.
Research and provide verification and documentation of client issues and resolution Maintain highly proficient and comprehensive knowledge and understanding of National Digital Bank/ Laurel Road products and services.
Effectively educate clients on the features and benefits of NDB’s products and services.
Recognize implicitly-stated and explicitly-stated client needs and opportunities to offer additional or enhanced products and services.
Knowledgeably respond to and overcome client objections by offering solutions with options
Act as peer partner to other VIP Service Specialists including those recently hired into the same functional unit.
Display consultative skills to build rapport, strengthen and expand client relationships.
Perform VIP Service reviews of client portfolios and account analysis. Recognize the need/opportunity for additional products and services.
Recognize and effectively act upon client retention opportunities.
Act as liaison for our clients to provide first call resolution by coordinating and following up with other departments or lines of business as appropriate.
Meet and exceed, quality, accuracy, and efficiency goals while contributing to the overall success of the team, Customer Service Team and Laurel Road
Adhere to established policies and procedures related to servicing, sales, regulatory compliance, quality, and contact center strategy.
Work collaboratively in team environment to achieve team, department, and line of business commitments.


KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.


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