Call Center Representative (On-site)

THIRD COAST BANK•Humble, TX

7d•Onsite

About The Position

Third Coast Bank is looking for a Bilingual Spanish/English service center representative that will provide digital business and personal banking customers or prospects with products, services, and account information. This qualified individual will enjoy building client relationships and finding solutions for the customers financial needs providing high level, personal and professional service through account maintenance and problem-solving ability. We desire someone that is comfortable in this setting and has a passion to deliver an A+ customer service experience.

Requirements

High school diploma
1 year experience working in a financial institution required.
Must be able to multi-task, function in a fast-paced environment and be detail oriented.
Ability to communicate effectively in both written and oral form.
Must have the ability to use Word for Windows, Excel, and other Microsoft Office applications, as well as the ability to learn new applications quickly.
Bilingual English/Spanish required.

Nice To Haves

2 years experience in a call center environment preferred.
2 years experience in customer service preferred.

Responsibilities

Use computerized systems for customer authentication, information gathering/validation and processing business as usual, as well as escalating exception transactions to senior team members.
Assists internal and external customers with online banking services by phone, email, and secure message in an efficient, timely, and professional manner. Responsible for assisting customers with the online banking services available through their computer or mobile device.
Help with customer needs with a focus on our Online/Mobile solutions including, bill payment research, and technical troubleshooting.
Cross-marketing products and services to generate new business for the financial institution when appropriate.
Serve customers in an accurate, professional, courteous, efficient manner and demonstrates the Banks customer service standards with both internal and external customers.
Perform within a complex, multi-functional technical environment.
Maintain a strong working knowledge of all applicable policies, procedures, and product lines for electronic banking channels. Ensures daily activities are completed in an accurate and timely manner including both operational and call center duties as assigned.
Responsible for communicating customer enhancement requests to a lead or supervisor. Make recommendations that would enhance the customer experience or improve functionality.
Ensures that the highest levels of customer service are provided, accurately and promptly.
Learn to identify customers current and future financial needs.
Adhere to compliance procedures and internal/operational risk controls in accordance with all applicable regulatory standards, requirements, and policies.
Performs other duties and projects as assigned.
Ability to exercise discretion and handle sensitive and confidential issues.
May be required to work weekends and/or extended hours. Regular, reliable attendance is critical.
Previous banking experience and Call Center Experience required
Act as liaison to member and branch/support departments
Troubleshoot Debit and Credit card related issues including activations, fraud claims, ATM or debit card processing errors and replacement orders.
Performs all other duties as assigned.