About The Position

The Contact Center Representative answers customer telephone inquiries accurately and promptly, processes customer research requests through completion, and serves as a liaison between customers and branch or department personnel to support effective customer relations. The role handles questions about personal digital banking and deposit accounts, as well as other topics as needed. It also involves referring customers to relevant products and services, supporting bank promotions and initiatives, routing calls appropriately, and completing customer-requested forms such as address changes.

Requirements

  • High school diploma or GED.
  • At least one year of experience in a customer service role, with interactions resulting in a high level of customer satisfaction.
  • Effective verbal and written communication skills.
  • Effective interpersonal communication skills for professional, timely interaction with customers, coworkers, and branch or department personnel.
  • Ability to work in a high-energy, fast-paced environment.
  • Availability to work flexible hours, including Saturdays.

Nice To Haves

  • Previous banking experience.

Responsibilities

  • Answer internal and external customer calls about personal digital banking, deposit accounts, and other topics as needed.
  • Process customer research requests through completion.
  • Refer products, services, benefits, and features in response to questions, problem resolution, and product changes; track, document, measure, and qualify referrals monthly.
  • Understand and support current promotions and bank-wide initiatives.
  • Transfer calls to the appropriate areas for further customer assistance.
  • Complete address changes and other forms at customers’ requests.
  • Act as a liaison between customers and branch or department personnel to support effective customer relations.
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