The Customer Service Specialist I responds to and resolves customer requests related to bank products and services in the Bank’s call center. As a frequent primary point of contact, the specialist provides professional, courteous customer support and works to meet departmental service levels and agent metrics. The role handles inquiries about accounts, products and services, digital banking, debit cards, bank policies, and other customer needs, aiming to resolve issues during the call with minimal follow-up. The specialist works independently using training and reference materials, takes ownership of requests through resolution, and de-escalates or escalates calls as appropriate. The role also supports customers using Apple and Android devices, browsers, and operating systems; completes customer transactions and account-information corrections with appropriate business partners; and maintains knowledge of deposit, loan, digital banking, and other banking products. Ongoing development includes weekly quality review meetings and monthly departmental meetings. Because banking is highly regulated, the specialist must learn and follow Bank policies and procedures, applicable laws and regulations, and assigned compliance training. The position requires reliable access to the Bank’s virtual environment, including a personal computer and home networking infrastructure. The schedule is 8 a.m. to 7 p.m., Wednesday through Saturday, and includes some Federal Reserve holidays: MLK Day, Presidents’ Day, Juneteenth, Indigenous Peoples’ Day, and Veterans Day. The role may require schedule adjustments, work outside normal banking hours, and additional hours as needed.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED