Client Care Specialist - York, United States - PeoplesBank
Description
Position Summary
Work Schedule:
Rotating weeks:
Week #1 Mon - Fri. 8 AM - 4:30 PM Week #2: 9:30 AM - 6 PM
Essential Requirements, Duties, and Responsibilities
- Takes ownership of inquiries, problems, questions, and situations. Handles all client relation issues in an expeditious and empathic manner.
- Maintains a thorough knowledge of traditional financial products and services, including but not limited to, pricing, servicing policies, features, functionality, benefits, limitations, and conditions as well as a basic knowledge of nontraditional financial products.
- Responsible for making/keeping self technically proficient in the operation of appropriate PeoplesBank systems and ancillary products and services.
- Proficient in communication skills listening, oral and written.
- Communicates with internal departments/branches in order to satisfy all clients as efficiently and quickly as possible.
- Communicates information/issues that affect clients to the appropriate people.
- Responsible for the sale and/or crosssale of traditional deposit and loan products and the referral of alternative investment products and services to new and existing clients in an effort to expand client relationships.
- Completes maintenance on clients, accounts, products and services through various systems to include scanning, filing, and other administrative duties.
- Has the necessary knowledge and ability to defuse and settle explosive client situations.
- Completes competitive rate shops.
- Familiar with all government and Bank policies which impact products and services offered.
- Responsible for holding self accountable for Hero/Caregiver service quality through strict adherence to ethical standards of behavior as outlined in the PeoplesBank's Code of Business Conduct and Ethics.
- Communicates thoughts and ideas related to the continual improvement of processes, products, services, and related concepts.
- Other reasonable duties as assigned by supervisor.
Educational & Other Requirements
- High School education or equivalent required;
- 24 years teller line/client service experience preferred
- Proficient in electronic services functionality to include ATM transactions, online banking, bill payment and mobile deposit functions preferred.
- Excellent communication skills
- Experience with Microsoft Office
- Must be bondable
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