Banking Customer Service Representative

TEKsystemsSpokane, WA
$21 - $21Onsite

About The Position

We are seeking a dedicated and professional Client Service Representative to join our team. The ideal candidate will handle a variety of call types, including online banking and credit card inquiries, and provide exceptional client service. This role requires a long-term career mindset, strong troubleshooting and multitasking abilities, and the ability to think outside the box.

Requirements

  • Ability to handle various call types (online banking, credit cards, etc.).
  • Professionalism and a commitment to a long-term career.
  • Strong troubleshooting and multitasking skills.
  • Common sense and the ability to think outside the box (not following scripts).
  • Proficiency with technology (using three screens and multiple systems).
  • Excellent customer service skills, with empathy and compassion for older clients.
  • Experience working in teams and contributing to teamwork.
  • Stability in previous roles, with no short tenure unless under special circumstances.
  • Proven ability to provide professional, accurate, and responsive client service.
  • Effective verbal and written communication skills, including proper phone and email etiquette.
  • Experience in effective sales and referrals.
  • Strong negotiation, customer service, and time management skills.
  • Ability to handle multiple tasks simultaneously and adapt to changing priorities.
  • Knowledge of federal and state laws and regulations related to deposit accounts and operations.
  • Proficiency in Microsoft Office products and the ability to manage multiple computer applications simultaneously.

Responsibilities

  • Provide exceptional client service by researching and resolving problems and errors.
  • Support clients and branches with online and mobile banking, as well as other loan-related transactions.
  • Contribute to the achievement of department service quality goals.
  • Proactively assess clients' service needs, resolve inquiries, provide account information, and perform various transactions on behalf of clients.
  • Expand existing client relationships by cross-selling products and services or referring clients to appropriate sales staff.
  • Utilize computerized systems to gather information, troubleshoot, and track calls.
  • Comply with policies, procedures, security requirements, and government regulations.

Benefits

  • Medical, dental & vision
  • Critical Illness, Accident, and Hospital
  • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
  • Life Insurance (Voluntary Life & AD&D for the employee and dependents)
  • Short and long-term disability
  • Health Spending Account (HSA)
  • Transportation benefits
  • Employee Assistance Program
  • Time Off/Leave (PTO, Vacation or Sick Leave)
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