Client Experience Representative

Republic BankLouisville, KY
5d$20

About The Position

This role serves as the first point of client contact and must provide efficient, professional, and quality client experience while identifying and satisfying client/non-client banking inquiries. This role must deliver a high level of service by resolving customer service issues, and handling client transactions while following departmental procedures and bank policies to achieve their individual performance goals.

Requirements

  • Minimum 1 year in-bound call center experience required.
  • Minimum 1 year customer service experience required.
  • Proficient in Microsoft Outlook, Excel, Word, and Teams programs.
  • Ability to multi-task and navigate through multiple computer systems with dual monitors required.
  • Fluent in English (speak, read, write, comprehend, communicate) required.

Nice To Haves

  • Previous banking experience highly preferred.
  • Fluent in Spanish (speak, read, write, comprehend, communicate) preferred.

Responsibilities

  • Answer inbound calls in a timely, courteous, and professional manner; make outbound calls as directed.
  • Ensure client satisfaction by resolving client requests in a prompt and timely manner.
  • Effectively use scripts, procedure/call handling manuals and reference materials to independently service client inquiries/requests.
  • Provide accurate account/debit card information and perform necessary account/debit card maintenance and research.
  • Protect client information by following department security guidelines and procedures.
  • Consistently strive to provide one call resolution; identify and escalate complex issues or potential fraud to senior representatives.
  • Resolve basic client inquiries with a strong emphasis on referring bank products and services.
  • Review client accounts and enthusiastically offer bank products that complement the client relationship. Required to meet all individual service and quality assurance standards.
  • Follow department best practice standards for providing outstanding service and referring bank products.
  • Transfer calls to appropriate Republic Associates and Departments when necessary.
  • Stay current on changes to products, procedures and policy of the bank and the department.
  • Successfully complete necessary progression training and testing to advance servicing skills.
  • Maintain adherence to scheduled shift start times and break times to optimize availability.
  • Maintain a working knowledge of compliance requirements affecting your position and area of responsibilities and actively learn new regulations and assist in the implementation, if required.
  • Model and foster behaviors that support the Bank’s values and corporate culture creating an atmosphere of trust, cooperation, accountability, and dedication to the organization.
  • Willingly perform all other duties and projects as assigned.
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