Customer Service Representative

Job Summary

Answer / handle incoming external customer calls regarding account activity , solve debit card issues and general banking issues including basic online support. Solicit sales of new or additional services. Maintain confidentiality of bank records and documents. Duties as assigned. Be able to adapt easily to a changing work environment.

Job Description :

ESSENTIAL JOB FUNCTIONS

Process customer inquiries utilizing bank resources.

Assist calls with one call resolution.

Refer new or additional services as needed

Analyze suspicious activity and takes appropriate steps to protect the customer and the bank.

Evaluate potential bank risk and report to the appropriate personnel.

Review the customer requests and submit appropriate documentation to fulfill the request.

Maintain confidentiality of bank records and documents.

Meet quality and performance standards

Other duties as assigned

SKILLS

Good oral and written communication

Customer Service Oriented

Empathy and Adaptability

Ability to navigate easily on basic computer functions

Good problem-solving skills and active listening skills.

Able to function in a fast paced, performance-based environment.

Flexible to work schedule

Bilingual in English and Spanish preferred

EDUCATION & EXPERIENCE

High School Diploma or Equivalent

6 months in a customer service environment, preferably by phone