Climate First Bank is hiring a Virtual Receptionist

Responsibilities

• Efficiently and expertly answer all incoming phone calls through our main phone number.
• Handle simple inquiries like account balance checks and route more substantial requests to the appropriate team members.
• Make all callers feel welcome and well taken care of with your professional, customer-obsessed and efficient demeanor.
• Keep call times to a minimum while providing incredible service to our customers by utilizing your outstanding efficiency and deep knowledge of the Bank, our services and organizational structure.
• Smoothly answer all calls and prevent call backlogs at all costs; avoid calls going to voicemails.
• Embody a commitment to social, economic, environmental, and racial justice.
• Be willing to pursue and demonstrate an understanding of established Bank policies, procedures, and regulations.
• Apply curiosity and interest in our core values and pursue education related to sustainability practices.
• Recognize the importance of protecting the organization and our customers.
• Question suspicious activity and stay in close collaboration with our Compliance department to ensure proper investigation and processing of potentially fraudulent activity.
• Stay informed on legal context and regulatory requirements and prioritize completing all web-based compliance and IT training.

Requirements

• Masterfully Route Calls
• Keep Call Backlogs at Bay
• Champion Our Mission, Protect What Matters

Additional Information

• Remote role within the United States; Eastern Standard Hours.
• Occasional U.S. travel for company events.
• Sustained standing and sitting.
• Frequent communication (speaking and listening) and use of PC, including typing or sustained attention to monitor.
• Occasional lifting up to 20 lbs.