Customer Solutions Specialist PT - Crossroads Bank

Description

Professionally handle inbound communications via phone, secure chat, and email to address inquiries, resolve complaints, and direct calls.
Process transactional requests, investigate issues, and follow up with customers as necessary.
Demonstrate proficiency in addressing customer queries, including E-Banking, independently.
Provide troubleshooting support and facilitate customer requests across diverse digital platforms.
Execute online banking wire transactions.
Administer ACH processes, facilitating tasks such as reviewing and releasing ACH files, processing limit change requests, and maintaining risk management documentation.
Maintain digital spreadsheets, prepare paperwork, scan files, and organize filing systems to support administrative functions within the digital banking department.
Identify and escalate priority issues, notify compliance of complaints, and report suspicious activities.
Inform customers about available products and services, make referrals, and engage in cross-selling opportunities.
Contribute positively to the bank's atmosphere and customer interactions daily.
Ensure compliance with BSA/Red Flag regulations and established policies and procedures, safeguarding both employees and customers.
Execute additional assigned duties as required.

Requirements

Education & Experience:

Completion of high school diploma or equivalent.
Preferred one year of experience in call center, customer service, front line, or banking roles.
Comprehensive understanding of financial products, service, and operational protocols.
Strong sales, interpersonal, and communication abilities.
Capability to thrive in a dynamic environment with regular technology updates.
Proficiency in computer applications, particularly Microsoft Office programs.

PHYSICAL REQUIREMENTS:

Regularly entails sitting, engaging in video chats, and utilizing close vision while being able to hear and speak effectively.
Must be capable of ascending and descending stairs.
Ability to move within the office environment to access files, office equipment, mailboxes, etc.
Capable of operating a telephone, computer, and other office machinery for approximately 75% of the time.

Crossroads Bank

06/15/2024

Wabash,IN