Client Service Specialist - Merrillville, United States - Centier Bank

Centier Bank

Verified Company

Merrillville, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

CSC Hours:
Mon-Fri: 7:00am-8:00pm, Sat: 8:00am-3:00pm, Sun: 10:00-3:00pm CST

Supervisory Responsibilities:
N/A

Essential Duties and Responsibilities:

Provide accurate, satisfactory answers to client inquiries and concerns.
Establish rapport with clients, display a caring attitude, identify their needs, recommend, and explain solutions, handle objections and ask for their business.
Deescalate situations involving dissatisfied clients, either on your own or with the assistance of management, while offering patient and empathetic assistance and support.
Provide outstanding client experiences by following the prescribed bank and department service expectations; meet or exceed standards for individual client survey service scores.
Maintain a current and welldeveloped working knowledge of the complete line of products and services offered throughout the bank.
Utilize CSI systems to perform transactions and account lookups to research and respond to client inquiries.
Utilize CSI digital administrative platform to troubleshoot and resolve user digital issues; escalate to the next level when necessary.
Educate clients on the bank's digital platform including navigation within the platform and the various features including P2P, External Transfers, Mobile Check Deposit, and selfservice options.
Identify and act on opportunities to refer clients to specialists in other lines of business.
Refer checking and savings accounts to the NuFund channel.
Route calls and inquiries to appropriate departments if necessary.
Build client relationships; invite clients to visit our website for current specials and events, educate on new and current products to clients, offer to send information.
Assist clients with fraud resolution including completion of disputes and fraud affidavits; escalate to Fraud Operations when necessary.
Complete and process forms on behalf of clients.
Order checking and line of credit checks for current and new clients.
Follow up on client and potential client calls, when necessary, through outbound calling.
Continuously learn and adhere to all operations, security, risk and regulatory policies and procedures; be familiar with the resources available to assist with client questions.
Respond to voice mails in accordance with the Essentials of Excellence.
Log all client interactions and relevant notes in the CRM.
Act as liaison on behalf of clients with other departments to ensure full resolution.
Maintain files for pending and completed projects.
Turn in reports to Team Leads on a weekly and monthly basis.
Participate in weekly coaching sessions with Team Leader.
Engage in personal development activities such as online learning and internal/external training to assist in career growth.

Other Duties and Responsibilities:

The position responsibilities outlined above are not meant to be construed as all encompassing. Other duties, responsibilities and qualifications may be required and/or assigned as necessary.

Knowledge, Skills, and Abilities

Strong communication skills, both written and verbal
Ability to work through client concerns by listening, thinking through all options, and responding appropriately.
A patient and empathic attitude
Ability to multitask and toggle between programs
Comfortable working in a fastpaced environment
Strong computer skills basic working knowledge of MS Office (Word, Excel, Teams)
Consultative skills to identify a client's financial needs.
Strong organizational skills
Availability to work evenings and some weekends.

Minimum Qualifications: