Customer Care Specialist I-Part Time

ESSENTIAL FUNCTIONS:
• Receives and processes incoming calls from customers.
• Responds to inquiries and determines the appropriate response or direction and proactively
   offers the most convenient solutions or options for the customer.
• Completes various operational processes to support customer requests.
• Processes account balance or transfer requests, stop payment orders, changes of address and
   other customer requests or authorizations.
• Completes trouble shooting if needed to support a customer inquiry.
• Collaborates and refers to internal business partners by referring customers to the appropriate
   professional to ensure a full range of financial solutions to meet their needs:
• Reviews reports, prepares correspondence, and participates in special department projects as
   required.
• Ensures that all departmental documents and activities are performed in compliance with
   applicable laws, regulations, policies, and procedures as applicable to this position, including
   completion of required compliance training.
• Performs other duties and responsibilities as assigned.

REQUIRED SKILLS/ABILITIES:
• Excellent verbal and written communication skills.
• Exceptional organizational skills and strong attention to detail.
• Excellent time management skills with a proven ability to meet deadlines.
• Strong analytical and problem-solving skills.
• Ability to function well in a high-paced and at times stressful environment.
• Proficient with Microsoft Office Suite or related software.
SUPERVISORY RESPONSIBLITY:
This position does not supervise employees.

EDUCATION and EXPERIENCE:
• High School or GED equivalent.
• One (1) year of providing outstanding customer service or sales experience, preferably in a
   financial service setting, is required. Call Center experience preferred.

PHYSICAL REQUIREMENTS:

Ability to concentrate and perform responsibilities by maintaining a constant state of focus and
mental alertness.

• Ability to lift up to 20 pounds (i.e., files).
• Ability to communicate in person, through email or via telephone with customers and staff
   members.
• Ability to sit or stand for an extended period.
• Specific vision abilities required by this job may include close vision and the ability to
  adjust focus.