This role is responsible for providing excellent customer service and contributing to a positive work environment. The specialist will process various customer requests, including payments, transfers, inquiries, travel notes, disputes, research, check orders, limit increases, and debit card orders. They will also assist with troubleshooting within Online Banking and Bill Pay, investigate and resolve customer issues, and communicate effectively with appropriate parties. The role involves transferring calls and information, completing tasks such as responding to secure messages, verifications of deposit, and SSI/Accuity verification requests. Additionally, the specialist will provide information on bank services, manage situations requiring special handling, and collaborate with other departments. A continuous effort to maintain knowledge of bank products, services, policies, and procedures is essential for assisting customers via telephone or email. Building customer relationships through recommendations and referrals using Connections software is also a key aspect. The role requires maintaining an organized work area, updating the internal employee phone list, and adhering to all bank policies and procedures, including proper phone etiquette and compliance with banking laws and regulations.
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Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED