Telephone representative job description
Updated March 14, 2024
3 min read
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Example telephone representative requirements on a job description
Telephone representative requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in telephone representative job postings.
Sample telephone representative requirements
- High school diploma or equivalent
- Proficiency in MS Office and customer service software
- Excellent communication and interpersonal skills
- Ability to multi-task and remain organized
- Knowledge of customer service principles and practices
Sample required telephone representative soft skills
- Strong problem-solving skills
- Ability to work independently
- Patience and empathy
- Ability to handle customer complaints with tact
- Ability to work under pressure
Telephone representative job description example 1
First Bancorp telephone representative job description
Founded in 1963, FirstBank maintains more than $20 billion in assets and operates over 110 branch locations across Colorado, Arizona and California. Its growth can be attributed to one simple philosophy: do right by customers, communities and employees, which is at the center of the company's "banking for good" mantra. FirstBank believes that a company is nothing without the people that comprise it, and prides itself in hiring and training a diverse and talented group. By joining the FirstBank team you will experience its great team culture with ample opportunity for growth. There's an opportunity for everyone with positions all across the company, from Teller and Call Center to Technology and Lending. Apply today to learn more and join the team!
Telephone Wire Representatives are responsible for accepting and processing wire requests received via telephone. The representatives are also responsible for speaking to customers and other FirstBank departments including branch employees. Multitasking and attention to detail are heavily emphasized in this position due to representatives having to record wire information while speaking to customers simultaneously.
What you will do
* Process telephone wire transactions.
* Verify customer identity on all telephone wire requests.
* Balance outgoing wires throughout the day.
* Manage inventory of telephone wire agreements.
* Perform research and inquiries to assist customers and branches with their wire requests.
* Perform a daily review and reconciliation of the Telephone Wire Centralized Account.
* Perform a daily audit and verification of wire forms and reports.
* Work department reports.
* Perform other duties and projects as assigned.
* Understand and comply with all provisions of the Safety in the Workplace Policy.
Minimum Requirements
* Entry-level job with little or no prior relevant work experience in the function
Preferred Requirements
* Strong knowledge of internal applications including CICS, FirstView, and FirstView Wires application
* Good understanding of FirstBank policies and procedures
Knowledge, Skills, and Abilities
* Exceptional customer service, strong multitasking skills, and strong attention to detail
* Strong communication skills, both verbal and written
* Ability to work both independently and in a team
Working Conditions and Physical Requirements
* Frequently remains stationary throughout a typical business day
* Frequently operates a computer and other office machinery, such as a calculator, copy machine, and computer printer
* Occasionally moves about inside the office to access file cabinets, office machinery, and other rooms
* Occasionally positions self to access drawers and shelves of various heights
* Frequently reaches for and handles paperwork and files
* Constantly communicates with customers, coworkers, and management in-person and on the phone
* Must be able to exchange accurate information
Salary Range
$20.00 to $22.00 Per Hour
Statement of Benefits
FirstBank offers a suite of benefits that support our employees' professional, financial, physical, emotional and spiritual well-being. Benefits currently offered with our positions include: Paid Time Off/paid leave programs, 401K/Employee Stock Ownership, United Healthcare medical, MetLife dental, VSP vision, Employee tuition reimbursement, Volunteer Time Off, Short-Term Disability, Long-Term Disability, and Group Life Insurance/AD&D
FirstBank is an EOE/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or any other applicable status protected by state or local law. FirstBank does not permit pay inequities. Anyone who believes they have been subject to pay inequity should immediately report their concerns to the Human Resource Department.
Telephone Wire Representatives are responsible for accepting and processing wire requests received via telephone. The representatives are also responsible for speaking to customers and other FirstBank departments including branch employees. Multitasking and attention to detail are heavily emphasized in this position due to representatives having to record wire information while speaking to customers simultaneously.
What you will do
* Process telephone wire transactions.
* Verify customer identity on all telephone wire requests.
* Balance outgoing wires throughout the day.
* Manage inventory of telephone wire agreements.
* Perform research and inquiries to assist customers and branches with their wire requests.
* Perform a daily review and reconciliation of the Telephone Wire Centralized Account.
* Perform a daily audit and verification of wire forms and reports.
* Work department reports.
* Perform other duties and projects as assigned.
* Understand and comply with all provisions of the Safety in the Workplace Policy.
Minimum Requirements
* Entry-level job with little or no prior relevant work experience in the function
Preferred Requirements
* Strong knowledge of internal applications including CICS, FirstView, and FirstView Wires application
* Good understanding of FirstBank policies and procedures
Knowledge, Skills, and Abilities
* Exceptional customer service, strong multitasking skills, and strong attention to detail
* Strong communication skills, both verbal and written
* Ability to work both independently and in a team
Working Conditions and Physical Requirements
* Frequently remains stationary throughout a typical business day
* Frequently operates a computer and other office machinery, such as a calculator, copy machine, and computer printer
* Occasionally moves about inside the office to access file cabinets, office machinery, and other rooms
* Occasionally positions self to access drawers and shelves of various heights
* Frequently reaches for and handles paperwork and files
* Constantly communicates with customers, coworkers, and management in-person and on the phone
* Must be able to exchange accurate information
Salary Range
$20.00 to $22.00 Per Hour
Statement of Benefits
FirstBank offers a suite of benefits that support our employees' professional, financial, physical, emotional and spiritual well-being. Benefits currently offered with our positions include: Paid Time Off/paid leave programs, 401K/Employee Stock Ownership, United Healthcare medical, MetLife dental, VSP vision, Employee tuition reimbursement, Volunteer Time Off, Short-Term Disability, Long-Term Disability, and Group Life Insurance/AD&D
FirstBank is an EOE/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or any other applicable status protected by state or local law. FirstBank does not permit pay inequities. Anyone who believes they have been subject to pay inequity should immediately report their concerns to the Human Resource Department.
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Updated March 14, 2024