Customer Support Specialist (Temporary - Banking Call Center)

HERITAGE BANK•Oak Harbor, WA

3d•Onsite

About The Position

Heritage Bank currently has an exciting temporary assignment opportunity with our organization! Are you a friendly and helpful customer service professional? Can you expertly handle high-volume inbound calls while documenting call notes? Do you thrive on finding solutions for your customers? If so, apply today to learn more about this great opportunity! Heritage Bank is seeking a temporary Customer Support Specialist (Banking Call Center) (September 2026 - December 2026) at our Oak Harbor office. Individuals on assignment will help customers by providing a warm welcome and greeting to everyone who calls in for assistance, and will process a variety of financial requests, while learning and maintaining a thorough knowledge of the Bank's products and services, to inform customers of other bank services that will meet their current and future needs. This assignment is Temporary Full Time; typical schedule is Monday – Friday 8 :00 a.m. to 5:00 p.m . Flexibility is required to ensure adequate staffing for training or employee absences. This assignment is fully onsite in Oak Harbor, Washington. Base Salary Range: $20.00 - $25.00 per hour

Requirements

High School Diploma or equivalent - required.
Minimum 6 months to a year of recent experience in retail banking and/or bank operations, with emphasis on providing exceptional customer service, within a financial services and/or service center industry – required.
Provides an exceptional level of quality service for internal and external customers, and responds to customers' needs, questions and concerns in an accurate, effective, and timely manner to solicit feedback to improve service.
Ability to maintain and manage personal composure when confronted with a difficult situation and/or customer, with the ability to provide clients with information, data, advice and solutions, as well as gain their trust and respect with all levels of staff and management.
Excellent listening, verbal, written and telephone etiquette business communication skills, with the ability to communicate outstanding/follow up or technical issues over the phone, in person and via email; with the ability to read, write, speak and understand English well.
Detail oriented with strong organizational, problem-solving, data review, processing, time management skills, and a strong focus on accuracy; with the ability to manage multiple assignments, and reporting requests ensuring that priorities are set and commitments and deadlines are met.
Ability to work independently while understanding the necessity for communicating and coordinating work efforts with other employees and departments.
Ability to work effectively as a team contributor on all assignments.
Ability to gain working knowledge and understanding of principles, procedures, requirements, regulations, and policies related to assigned area, as well as the Bank’s policies, procedures, products, and services.
Demonstrated ability to quickly focus on key issues and make decisions under pressure of time constraints.
Flexible with and accepting of change in a fast paced environment.
Unquestionable integrity in handling sensitive and confidential information required.

Nice To Haves

Job-specific and/or ongoing participation in Bank sponsored education may be required.
Demonstrated sales and business development skills with the ability to identify customer needs and cross-sell the Bank’s products and services with confidence – preferred.
General use and understanding of MS Office products (Word, Excel, Outlook); knowledge of telephony hardware/software and contact center specific applications – preferred, with the ability to learn and adapt to new technologies quickly.
Understanding and working knowledge of the Bank’s core processing/operating system and experience using Cisco telecommunication systems – preferred.

Responsibilities

Provide exceptional service to internal and external customers in accordance with the Heritage Bank Service Standards.
Build and maintain strong relationships with all internal and external customers.
Perform and/or assist with a full range of customer service oriented telephone activities; responds to customer inquiries and determines appropriate response or direction for the caller and customer escalations, as needed.
Resolve online service customer requests through research and navigation within the organization, or escalation to an appropriate resource.
Investigate and resolve problems for employees and customers via telephone or in person and escalate to management as appropriate.
Ability to consistently apply superior decision making techniques pertaining to inquiries and requests as they apply to existing policies and procedures, keeping within assigned approval limits.
Work effectively with other branches and departments as necessary for customer inquiry/problem resolution.
Follow up on customer inquiries not immediately resolved.
Accurately and efficiently transfers customer calls to appropriate specialist(s), or for escalated issues, as needed, and/or for additional research or resolution.
Assesses customer and prospective customer needs, by telephone to meet their needs in a consistent and effective manner to build customer relationships.
Actively participates in marketing and sales promotions, and recommend and refer bank products based on customer needs.
Participates in training programs to enhance knowledge and referral abilities.
Gains working knowledge of, and ensures bank activities, and job responsibilities are performed in compliance with, all state and federal banking laws and regulations.
Understands and complies with all policies, procedures, standards and guidance relevant to assigned job responsibilities.
Protects and maintains confidentiality with all customer financial data when handling customer requests and transactions.
Account maintenance for customer deposit accounts, including adjustments, researching, and file maintenance.
Contributes to the success of the Customer Service Center Department with willingness to share in all department responsibilities.