Provide prompt, professional customer service to customers and prospective customers utilizing proper etiquette in all communications.
Research and answer customer inquiries and fulfills service requests.
Maintain knowledge of banking products, programs, services and promotions.
Work to understand the root causes of customer service issues. Identify and implement resolutions for routine issues involving supervisors on more complex issues.
Deliver world-class service to every caller in multiple queues ensuring customer retention and satisfaction.
Handle account service and maintenance requests efficiently and accurately.
Maintain accurate call documentation.
Identify customer needs and offer appropriate bank products and services to customers.

1 or more years of customer service or call center experience preferred
1 or more years of experience in financial services or a related industry preferred
Computer and Microsoft Office proficiency
Able to effectively and persuasively express self, using language and grammar in a professional manner
Able to plan, organize and prioritize tasks
Highly motivated team-player with ability to develop and maintain collaborative relationships
Able to analyze and record detailed information
Thorough knowledge of banking policies, procedures, products and services
Demonstrated commitment to quality customer service and ability to meet or exceed service goals
Able to provide a high level of interactive service to others, building relationships and addressing identified needs
Able to research, analyze, identify viable options, draw sound conclusions, present findings and make thoughtful recommendations.

Customer Service Specialist

Key skills