Customer Service Center Specialist

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Essential Duties and Responsibilities

• Provides excellent customer service and participates in creating a positive work environment.
• Processes a variety of requests including but not limited to payments, transfers, inquiries, travel notes, disputes, research, check orders, limit increases, and debit card orders.
• Assists with a variety of requests for research and troubleshooting within Online Banking and Bill Pay.
• Investigates and resolves customer issues and effectively communicates to the appropriate parties.
• Transfers phone calls and information received to appropriate personnel.
• Completes additional tasks such as but not limited to retrieve and respond to secure messages, verifications of deposit, and SSI/Accuity verification requests.
• Provides information on an array of services for customers based on their requests and professionally manage situations that require special handling.
• Works closely and develops productive working relationships with all departments.
• Continually develops and maintains a working knowledge of bank products, services, internal policies, and procedures to effectively help all customers via telephone or email.
• Builds relationships with customers via recommendations and referrals through the Connections software.
• Maintains an organized and efficient work area.
• Updates and maintains the banks internal employee phone list.
• Follows all bank policies and procedures.
• Performs all job duties and maintains proper phone etiquette, compliance with all banking acts, laws and regulations.

Non-Essential Duties and Responsibilities

• Assists other employees with difficult or more complex situations.
• Orders department office supplies.
• Maintains key log and issues keys.
• Tests phone system and recordings.
• Provides input and assists with department meetings.
• Contributes to writing department policies and procedures.
• Assists the Customer Service Center Manager and Supervisor in training and the development of the staff.
• Assists the Customer Service Center Manager and Supervisor and may act as a back-up in their absence.

Qualifications Required

A High School diploma or equivalent is required. Knowledge of all Microsoft Office Suite products. Six months of customer service experience.

Physical Requirements and Working Conditions

Sitting for extended periods of time, requires close visual acuity and the ability to work and operate computer applications and equipment including copy machine, telephone, scanner or other basic business equipment. The job is within the normal office cubical environment range.

Qualifications Preferred

One year of banking experience to include knowledge of banking products and services, and/or one year of customer service/call center experience.

Knowledge, Skills and Abilities Required

Requirements stated here are minimum levels of knowledge, skills and/or abilities to qualify for this position. To perform the duties and responsibilities of this position successfully, the employee must possess the abilities and aptitudes to perform each task proficiently. “Ability” means to “possess and apply” both knowledge and skill.

Knowledge

• Knowledge of banking principles, practices, and methods for providing quality customer service over the phone and in written communication.
• Knowledge of banking transactions to include lending and deposit transactions.
• Knowledge of appropriate personnel within the bank for problem resolution.

Skills

• Be attentive while speaking to customers to ensure you are understanding the points being made and ask appropriate questions to help the customer.
• Communicate effectively both in written and verbal correspondence including via email.
• Provide information to supervisors, co-workers, and customers timely and effectively.
• Identify problems and analyze information to develop and evaluate options for solutions.
• Develop constructive and cooperative working relationships with others.

Abilities

• Ability to work and multitask in a fast-paced environment.
• Ability to maintain a high level of confidentiality in dealing with sensitive information.
• Ability to prioritize work assignments and manage time effectively.
• Ability to learn procedures and navigate banking software.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)