Customer Consultant

Liberty Bank-posted 8 days ago
Full-time • Entry Level
Hybrid • Middletown, CT
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At Liberty, we strive to maximize our impact and exceed goals by investing in our teammates to deepen our relationships in the workplace and communities we serve. We take pride in promoting a socially responsible and sustainable future through initiatives and investment. SUMMARY OF THE JOB: The Customer Consultant is expected to assist customers over the telephone in a professional and courteous manner, and adhere to the service standards set by the Customer Service Center. This position is eligible for a hybrid work schedule after completing onsite training for the first 90 days.

  • Accurately, efficiently and professionally answer customer inquiries via the telephone.
  • Independently provide the highest level of customer service, general account servicing and problem resolution, escalating through the proper channels when necessary.
  • Performs account maintenance such as processing: check orders, stop payments, disputes, online banking requests, bill pay inquiries, etc.
  • Provides banking solutions to enhance and create lasting customer relationships.
  • Customer Service: Provides courteous, efficient, personalized service and satisfactory problem resolution to each customer in accordance with customer service standards.
  • Ability to handle complex situations and demonstrate de-escalating skills when dealing with irate or emotional customers.
  • Compliance: Adheres to banks policies and procedures.
  • Technical: Efficiently utilizes computer systems including Outlook, Microsoft, Insight, and internal intranet platform.
  • At least two years of tele-services/customer service experience is preferred.
  • Familiarity with Bank products, services, and regulations, in particular CRA and other Fair Lending laws normally acquired through one to two years of banking experience and training preferred
  • General Office Equipment
  • Keyboard Dexterity
  • Lifting/carrying up to 25 lbs.
  • Use of general office equipment
  • Ability to travel
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