Customer Consultant I

Alpine Bank•Grand Junction, CO

6d•Onsite

About The Position

The Customer Consultant I responds to customer inquiries via telephone. This role is largely sedentary and operates in a professional office environment. The employee is regularly required to talk or hear, and needs specific vision abilities including close vision, distance vision, color vision, and the ability to adjust focus. The employee may have to lift up to 25 pounds. This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job.

Requirements

Skill in understanding customer needs and delivering unsurpassed customer service.
Understanding and application of banking compliance regulations.
Ability to rely on instructions and pre-established guidelines to perform the functions of the job.
Effectively manages one’s time and resources to ensure that work is completed efficiently.
Strong verbal and written communication skills.
Knowledge of and comfortable using internet software.
Maintains confidentiality.
High School Diploma or General Education Diploma (GED) equivalent required.
Previous customer service experience is preferred.

Responsibilities

Answers the phones for the bank location.
Assists customers with routine account-related requests such as: funds transfers, stop payments, inquiries about checking and savings account transactions, inquiries about funds availability, and check verification requests by third parties.
Assists customers with general Online and Mobile Banking related requests such as: help with enrolling, utilizing Bill Pay, accessing eStatements, making deposits and utilizing the features.
Performs general maintenance of customer accounts such as address changes and check orders.
Researches and resolves customer problems, acts as the customer liaison between other bank departments when necessary.
Performs customer requested research, including printing statements and check copies.
Performs other duties as assigned.