Customer Care Unit Specialist (Full Time)
About The Position
The Customer Care Unit Specialist specializes in daily operations of inbound contact center service efforts, answering customer inquiries, processing transactions, troubleshooting problems, and identifying opportunities to refer or sell additional products or services based on the customer needs. Other duties: Assists customers with paying and receiving transactions as a virtual teller and processes consumer loan applications and new accounts via phone and internet Provides timely and accurate information regarding bank services and resolves problems Performs operational procedures and maintenance required to support the process of providing quality customer service Looks for cross-sell opportunities by uncovering new and existing customer expansion opportunities and refers customers to appropriate bank area Keeps informed about bank services and products in general and bank procedures in order to effectively serve the customer Demonstrates professional, prompt and courteous service and shows respect and confidence when assisting customers
Requirements
- High School diploma or equivalent educational/work experience
- 1 year general banking, customer service or call center experience
- Working knowledge of Microsoft Excel and MS Word
- Basic keyboarding and calculator skills
- Must be able to do simple math
- Must be able to carry out written instructions
Nice To Haves
- Bilingual (Spanish) language skills preferred
Responsibilities
- Answer customer inquiries
- Process transactions
- Troubleshoot problems
- Identify opportunities to refer or sell additional products or services based on customer needs
- Assist customers with paying and receiving transactions as a virtual teller
- Process consumer loan applications and new accounts via phone and internet
- Provide timely and accurate information regarding bank services
- Resolve problems
- Perform operational procedures and maintenance required to support the process of providing quality customer service
- Look for cross-sell opportunities by uncovering new and existing customer expansion opportunities
- Refer customers to appropriate bank areas
- Keep informed about bank services and products in general and bank procedures
- Demonstrate professional, prompt and courteous service
- Show respect and confidence when assisting customers
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
