CUSTOMER SERVICE REP
About The Position
JOB DUTIES & RESPONSIBILITIES: -Open/close DDA, Savings, CD, Safe Deposit Box, & IRA'S Load/process accounts and maintenance for all branches -Review/verify daily maintenance from prior workday from all branches -Review holds on core system -Load/process debit cards for all branches -Create, print and maintenance debit cards and applications -Maintenance Debit Cards per customer requests (reset pins, remove restrictions, etc.) -Order checks for customers -Internet banking setup and Maintenace -Assist customers with any questions or concerns -File account paperwork -Mail CD Disclosures -Scan documents to Synergy -Review/verify documents sent to Synergy for accuracy -Conduct online Chat conversations -Process online account verification requests Qualifications Customer Service Representative duties: Open and maintain customer accounts by recording account information Resolve product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution Contribute to team effort by accomplishing related results as needed Manage large amounts of incoming calls from customers Identify and assess customers' needs to achieve satisfaction Build sustainable relationships of trust through open and interactive communication Provide accurate, valid, and complete information by using the right methods/tools Handle complaints, provide appropriate solutions and alternatives within the time limits, and follow up to ensure resolution Follow communication procedures, guidelines, and policies Go the extra mile to engage customers Greet customers warmly and ascertain problem or reason for calling Work with customer service manager to ensure proper customer service is being delivered Handle changes in policies or renewals
Requirements
- Proven customer support experience
- Track record of over-achieving
- Self-Starter
- Strong phone contact handling skills and active listening
- Customer orientation and ability to adapt/respond to different personalities
- Excellent communication and presentation skills
- Ability to multitask, prioritize and manage time effectively
- High school diploma or equivalent; college degree preferred
- Able to lift up to 20 lbs.
Nice To Haves
- Product Knowledge
- Documentation Skills
- Listening and Phone Skills
- Resolving Conflict
- Multitask
- Patience
- Negotiation
- Positive Attitude
- Great Attention to Detail
- People Oriented
- Problem Solving
- Organizational Skills
- Adaptability
- Ability to Work Under Pressure
Responsibilities
- Open/close DDA, Savings, CD, Safe Deposit Box, & IRA'S
- Load/process accounts and maintenance for all branches
- Review/verify daily maintenance from prior workday from all branches
- Review holds on core system
- Load/process debit cards for all branches
- Create, print and maintenance debit cards and applications
- Maintenance Debit Cards per customer requests (reset pins, remove restrictions, etc.)
- Order checks for customers
- Internet banking setup and Maintenace
- Assist customers with any questions or concerns
- File account paperwork
- Mail CD Disclosures
- Scan documents to Synergy
- Review/verify documents sent to Synergy for accuracy
- Conduct online Chat conversations
- Process online account verification requests
- Open and maintain customer accounts by recording account information
- Resolve product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution
- Contribute to team effort by accomplishing related results as needed
- Manage large amounts of incoming calls from customers
- Identify and assess customers' needs to achieve satisfaction
- Build sustainable relationships of trust through open and interactive communication
- Provide accurate, valid, and complete information by using the right methods/tools
- Handle complaints, provide appropriate solutions and alternatives within the time limits, and follow up to ensure resolution
- Follow communication procedures, guidelines, and policies
- Go the extra mile to engage customers
- Greet customers warmly and ascertain problem or reason for calling
- Work with customer service manager to ensure proper customer service is being delivered
- Handle changes in policies or renewals
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
