Customer Service Representative
You'll primarily handle inbound customer calls, helping clients with their banking and brokerage account questions while providing excellent customer service.
- Answer inbound customer calls related to Bank accounts.
- Assist customers with:
- Account balance inquiries
- Account maintenance and updates
- Online banking navigation and login assistance
- Transaction research
- General banking and brokerage questions
- Provide accurate and complete information during the first call whenever possible.
- Authenticate customers according to company policies before discussing account information.
- Identify potential fraud or risks and escalate when necessary.
- Navigate multiple internal systems simultaneously while speaking with customers.
- Document customer interactions accurately.
- Deliver a positive customer experience and help improve customers' financial lives.
- Minimum 2 years of customer service experience (Required)
- Previous call center experience is highly preferred.
- Comfortable working with multiple computer applications simultaneously.
- Good computer literacy.
- Proficient in MS Office.
- Excellent verbal communication.
- Strong grammar and professional communication.
- Customer service mindset.
- Ability to de-escalate upset customers.
The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, 401(k) retirement plan, life insurance, long-term disability insurance, short-term disability insurance, paid parking/public transportation, (paid time, paid sick and safe time, hours of paid vacation time, weeks of paid parental leave, paid holidays annually - AS Applicable).