Customer Service Specialist I
Core
Primary point of contact for customers contacting the bank by phone or chat, responsible for providing exceptional customer service, addressing account-related inquiries, and resolving issues.
Role type
Customer Service Specialist
Builds
Customer satisfaction and service-level objectives
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Active listening, Critical thinking, Attention to detail, Math aptitude, PC proficiency, Troubleshooting technical issues
Preferred skills
Spanish proficiency, Call center experience, Retail banking experience, Tech savviness
Responsibilities
Answer inbound customer calls, Provide accurate information regarding banking products, Resolve customer inquiries and complaints, Educate customers on self-service options, Verify customer identity, Process account maintenance requests, Support transactions, Document interactions in CRM, Investigate and resolve account discrepancies, Identify and report suspicious activity, Achieve productivity goals
Seniority
Entry-level / Individual Contributor