Customer Care Specialist

PRIMARY PURPOSE OF JOB

Provides quality service and sells appropriate products via telephone to bank customers in an efficient and professional manner. Researches and resolves customer requests and answers customer inquiries with regard to account maintenance, balance transfers, stop payments, statement requests, etc.

EXPECTATIONS OF ALL SOUTHERN BANK TEAM MEMBERS

• Southern Bank team members are a family, rooted in the communities we serve and working together to be the best in our industry, utilizing innovative ideas and strong products. The Southern Bank Patch illustrates these ideals.
• Ensures the confidentiality of customer non-public personal information and secures information systems to comply with bank regulations.

ESSENTIAL FUNCTIONS AND PERFORMANCE AREAS

• Receives and fields incoming customer service calls via telephone.
• Promotes strong and lasting customer relationships through the Call Center environment in an efficient and highly professional manner;
• Achieves a high level of success by understanding customer needs and identifying opportunities to grow the bank;
• Provides exceptional customer service by meeting all customer demands as they relate to relatively straightforward inquires, with the support of more experienced personnel; displays positive, professional tone, exhibits empathy when required, delivers key attributes and provides a WOW! experience for the customer;
• Arrives on time, logs in and is ready to receive/make customer calls as scheduled throughout the shift;
• Identifies and refers customers as well as potential customers to the appropriate personnel as needed;
• Maintains security over customer information;
• Responsible for thorough knowledge of all bank products offered;
• Responsible for knowledge and expertise in utilizing technology and numerous software packages used by the bank;
• Performs quality control functions, various reporting and tracking of performance; and,
• Completes and performs any other duties assigned