- Provide superior customer service on incoming and outgoing phone calls throughout shift.
- Establish rapport with clients, display a caring attitude, identify their needs, recommend and explain solutions, handle objections and ask for their business.
- Identify and act on opportunities to refer clients to specialists in other lines of business.
- Perform the basic transactions balance and account inquiries, open checking accounts, savings accounts, CDs, IRAs, and HSAs.
- Accept all incoming phone calls, chats and emails related to obtaining an installment loan as well as all other inquiries routed through our ACD or transferred to the Client Service Center
- Obtain registration with the National Mortgage Licensing System
- Handle and resolve client problems and complaints in a quick and efficient manner either on own or with the assistance of management.
- Respond to emails and voice mails in accordance with our essentials of excellence
- Log all client interactions through the use of the Connections software
- Order checking, Health Savings account and line of credit checks for current and new clients
- Act as liaison between call center and other departments
- Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs.
- Engage in personal development activities such as online learning and internal/external training to assist in career growth.
- Build client relationships; invite client to visit our website for current specials and events, educate on new and current products to clients, offer to send information
- Follow up with potential clients through the use of Connections & outbound calls
- Maintain files for pending and completed projects
- 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.
- Turn in reports to Manager on a weekly and monthly basis
- Attend weekly coaching sessions with Team Leader
- Strong computer skills - basic working knowledge of MS Office (Word, Excel)
- Ability to work through client problems by listening, thinking through all options, and responding appropriately.
- Consultative skills to identify a client's financial needs.
- Availability to work evenings and some weekends.
- Strong organizational skills
- Superior interpersonal and communicational skills
- Flexible, team player, self-starter
- Ability to multi-task and toggle between programs
- Data entry and typing skills and retrieval of information into a computer, sorting documents, and following logical instructions and systems.
- High school diploma or equivalent
- Banking experience required
- 2-3 years' customer service experience
- Ability to work the days/hours that the Client Service Center is open
- Apply with us
- Refer this opening to others
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Client Service Specialist - Merrillville, United States - Centier Bank
Description
Minimum Hourly Rate:$17.00
Recognizing and valuing diversity strengthens our ability to attract, retain and engage associates and reinforces our relationship within our communities. Our associates are the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge and talent that our associates invest in their work represents a significant part of not only our culture, but our reputation and company's achievement as well.
A Centier Associate is someone who embodies a servant heart, is unaccepting of anything less than remarkable service, and is self-motivated and driven to deliver exceptional results.
What are our values? Our Corporate values are Caring, Loyalty, Integrity, Friendship, wouldn't want to work for an AWARD-WINNING company that's built on these pillars?
What about the perks? Access to our Marathon Health Clinics which provide FREE visits & prescriptions, Generous Paid Time Off benefit, Tuition Reimbursement, 401K match, Associate Stock Ownership Plan, Daycare Reimbursement, FREE Onsite Fitness Center/Fitness Reimbursements, Health and Wellness Programs, the ability to have a voice with our Diversity/Equity/Inclusion Council, Career Growth, Work/Life Balance, AND MORE.
CSC Hours: Mon-Fri: 7:00am-8:00pm, Sat: 8:00am-3:00pm, Sun: 10:00-3:00pm CST
What your day-to-day would be:
The Client Service Senior Specialist position is responsible for providing a World Class Customer experience in our multimedia center with additional responsibilities as they relate to installment loans. They must have interpersonal skills to understand client inquiries and deal effectively with client problems by listening, thinking through all options and responding appropriately. This position requires the ability to learn quickly and acquire product knowledge and have a good understanding of telephone, email and chat computer systems to work efficiently. . This position will have a thorough understanding of the client's transaction requirements and be able to effectively communicate all available options to them. They will educate clients about Centier's financial product options and refer or sell the appropriate products and services matching the client's needs. This position requires flexibility in working after 5pm and weekends
What do I do now?
Centier Bank is an Equal Employment Opportunity/Affirmative Action employer and is committed to providing reasonable accommodations to individuals with disabilities in the employment application process. If you need an accommodation due to a disability to use our online system to apply for a position at Centier Bank, please call us at or send us an email at
Equal Opportunity Employer: Disability/Veteran
Centier Bank is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
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