Customer Consultant I

Customer Consultant I

The Customer Consultant I responds to customer inquiries via telephone.

Essential Duties/Responsibilities:

• Regular and reliable attendance is an essential function of this job.
• Answers the phones for the bank location.
• Assists customers with routine account-related requests such as: funds transfers, stop payments, inquiries about checking and savings account transactions, inquiries about funds availability, and check verification requests by third parties.
• Assists customers with general Online and Mobile Banking related requests such as: help with enrolling, utilizing Bill Pay, accessing eStatements, making deposits and utilizing the features.
• Performs general maintenance of customer accounts such as address changes and check orders.
• Researches and resolves customer problems, acts as the customer liaison between other bank departments when necessary.
• Performs customer requested research, including printing statements and check copies.
• Performs other duties as assigned.

Employees are held accountable for all duties of this job. Job Qualifications:

• Skill in understanding customer needs and delivering unsurpassed customer service.
• Understanding and application of banking compliance regulations.
• Ability to rely on instructions and pre-established guidelines to perform the functions of the job.
• Effectively manages one's time and resources to ensure that work is completed efficiently.
• Strong verbal and written communication skills.
• Knowledge of and comfortable using internet software.
• Maintains confidentiality.

Education or Formal Training:

• High School Diploma or General Education Diploma (GED) equivalent required.

Experience:

• Previous customer service experience is preferred.

Working Conditions Working Environment:

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Activities:

These are representative of those which must be met to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to talk or hear. This is largely a sedentary role. Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus. Employee may have to lift up to 25 pounds.

Starting Rate of Pay is from $18.00 to $23.00 per hour, depending on experience.