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    • Customer Care Specialist - Horsham - Firstrust

    Firstrust
    Firstrust Horsham

    1 month ago

    Description

    Objective

    To cultivate prosperity for our current and future customers by providing prudent financial solutions and a commitment to exceptional service. We strive to resolve issues during the initial contact whenever possible, possess extensive knowledge of products and services, and ultimately exceed customer expectations.

    Firstrust Bank is an Affirmative Action Contractor and an Equal Opportunity Employer.

    Responsibilities/Duties:

    • Assists in developing new business for Firstrust, suggesting appropriate services based on customer/prospect needs. Directs customers to open accounts with the appropriate representative. Actively sells and promotes corporate products to potential and existing customers, maintaining knowledge of corporate products and services.
    • Provides high-level service to all Firstrust customers through phone, email, written correspondence, or chat.
    • Logs into an automated phone system and is available for inbound calls throughout the assigned shift.
    • Effectively multitasks while communicating with customers, conducting research within various software programs, and documenting interactions simultaneously.
    • Learns and maintains knowledge of Firstrust banking products and services.
    • Maintains the security and integrity of all customer data and personal information, including authenticating customers, verifying and updating customer information, and monitoring account activity.
    • Performs other duties as assigned.

    Essential Functions:

    The following physical requirements must be met, with or without reasonable accommodations.

    While performing the essential functions of this position, the employee regularly types using a computer, tablet, smartphone, or other device. The employee may be subject to repetitive motion of the wrists, hands, and fingers. The employee will express, receive, and exchange ideas via a multi-phone system. The employee must be able to prepare, analyze figures, and operate a computer terminal.

    The employee must be able to solve a multitude of issues related to customers, both internal and external, in an effort to achieve equitable satisfaction. Decisions relating to daily production are defined by policies and procedures. All other decisions will be made with the oversight of a team leader and/or manager.

    Knowledge - Skills & Abilities:

    • 1 year of Customer Service experience, preferably in a Banking or Call Center environment.
    • Excellent Organizational/Time Management skills.
    • Able to follow procedures and handle multiple priorities independently; able to analyze data to solve problems.
    • Comfortable learning and utilizing various software programs, including Microsoft Office and Salesforce.
    • Communicates clearly and professionally. Strong interpersonal skills are required.
    • Demonstrates a friendly, positive attitude.
    • A self-starter with the ability to multitask with a high degree of versatility and flexibility.
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Customer care specialist