Contact Center Representative I

Apple Bank•Garden City, NY
•Hybrid

About The Position

The Contact Center Representative I delivers courteous and effective service to Apple Bank’s internal and external clients. The role resolves client issues in accordance with contact center protocols, complaint management procedures, and departmental standards; promotes the Bank’s products and services to meet customers’ financial needs; and meets call quality metrics and service benchmarks. The Representative protects customer information, follows banking regulations and authentication procedures, handles inquiries and transactions, and supports digital banking self-service. The position is based in Garden City, New York, and is hybrid.

Requirements

  • High school diploma or GED.
  • Strong interpersonal, verbal, and written communication skills.
  • Exceptional customer service abilities.
  • Excellent analytical and problem-solving skills.
  • Refined telephone etiquette and the ability to deliver consistent service quality under pressure.
  • Proficiency with Microsoft Office programs, including Word, Excel, and PowerPoint.
  • Knowledge of online and mobile banking platforms and bill payment services.
  • Positive, team-oriented attitude and ability to multitask across various systems.
  • Willingness to work a flexible schedule, including evenings and weekends, and ability to consistently adhere to a set schedule.

Nice To Haves

  • 0–1 years of experience in a banking environment.
  • Call center experience.
  • Familiarity with online banking applications.
  • Bilingual proficiency in Spanish.

Responsibilities

  • Provide outstanding service to internal and external clients and address their financial needs.
  • Protect customer accounts and information by maintaining privacy and accuracy and following call authentication procedures.
  • Adhere to applicable banking regulations and escalate concerns or suspicious activity as appropriate.
  • Recommend solutions and work with management and relevant partners to resolve customer issues, with a focus on first-call resolution.
  • Document and address complaints promptly in accordance with complaint management policies.
  • Complete customer file maintenance, transactions, and requests according to internal policies and procedures.
  • Maintain call quality and service standards; participate in quality reviews and coaching, and apply feedback to meet or exceed objectives.
  • Inform customers about Apple Bank products and services and promote digital banking solutions for self-service.
  • Follow call classification wrap-up codes and complete sales call and Calabrio metadata logging for every customer interaction.
  • Address general inquiries, provide basic ATM and debit card assistance, support online banking, respond to third-party vendor inquiries, and answer general questions about products and services.
  • Perform additional duties and responsibilities as assigned.
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