Client Care Specialist - York, United States - PeoplesBank

PeoplesBank
PeoplesBank
Verified Company
York, United States

2 weeks ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter


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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