About the role

  • Contact Center Specialist I supporting client interactions for financial inquiries. Providing quality customer service through inbound calls in a flexible work environment.

Responsibilities

  • Supports daily incoming calls in a flexible work environment.
  • Supports both internal and external client interactions for general inquiries as well as complex financial transactions.
  • Provides outstanding customer service to both internal and external clients in an efficient and effective manner to grow loyalty and repeat business.
  • Uses bank systems simultaneously to assist clients ensuring proper documentation of both internal and external client interactions in CRM tool.
  • Provides general maintenance of financial accounts ensuring attention to detail.
  • Ensures adherence to department standards.
  • Completes all required annual and compliance training.
  • Supports new hire training as a mentor to new team members.
  • Participates in group huddles and provides feedback when additional support materials are necessary.
  • May help in ASK queue as assigned.

Requirements

  • High School Diploma or General Education Degree (GED) required
  • Minimum 6-12 months in a relevant role and/or equivalent combination of education and experience required
  • Previous experience in banking or a call/contact center strongly preferred

Benefits

  • Generous Paid Time Off (PTO) in addition to paid federal holidays.
  • Child Care Assistance Program for eligible dependent(s).
  • Exercise reimbursement program for employees.

Job title

Contact Center Specialist I

Job type

Experience level

Junior

Salary

Not specified

Degree requirement

High School Diploma

Location requirements

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