Receive and resolve inbound customer calls and emails, addressing both deposit and loan service requests. Provides operational support to lobby staff with banking functions and resolving client requests.
** Bilingual in Spanish
Skills/Requirements
Respond to heavy call volumes, addressing all customer needs
Perform loan transactions, payments, deposit account transfers, and deposit adjustments
Service all debit card requests and maintenance, including troubleshooting denied transactions, and determining fraudulent situations
Respond to email and secure messaging inquiries, including stop payments and address changes
Actively researches internal and external client requests, and performs timely follow up
Assist personal or consumer clients with online banking bill pay, mobile remote deposit, and various online banking requests
Assist banking associates with system navigation and maintenance needs, along with resolving client issues
Other duties as assigned
Competencies
Bilingual in Spanish
Strong commitment to customer service
Excellent verbal, written and telephone communication skills
Ability to communicate and cooperate in a team environment to produce needed outcomes and meet goals
Detail-oriented
Demonstrate flexibility, versatility, commitment and good judgement
Strong multi-tasking abilities to meet multiple deadlines in a fast-paced environment
Initiative to rectify client issues, utilizing vendors and manuals
Supervisory Responsibility
None
Education and Experience
3-5 years experience in the financial services industry
High school diploma or general education degree
Computer Skills
Skilled in operation of a personal computer and mobile devices
Microsoft Word and Excel
Proficiency in navigating multiple banking systems