The Cape Cod Five Cents Savings Bank · 3 months ago
Customer Service Specialist I
The Cape Cod Five Cents Savings Bank is seeking a Customer Service Specialist I to provide superior customer service and assist with issue resolution. This role involves answering customer inquiries, maintaining electronic banking relationships, and promoting banking products and services to enhance customer relationships.
BankingLendingWealth Management
Responsibilities
Responds to customer and prospect phone calls, email, and digital inquiries regarding their accounts and all Bank products, including financial transactions
Documents all interactions with customers in CRM database by entering or updating information accurately to reflect the customer interaction and resolution
Authenticates customers adhering to Bank guidelines in order to properly identify customers and protect customer information
Identifies fraudulent activity to protect the Bank and the Bank’s customers
Assists in customer support for online and mobile banking as well as automated telephone banking including set-up, navigation, and maintenance
Provides support for other Bank departments
Advises customers regarding the Bank’s products and to ensure that the highest level of customer service is provided
Solicit higher-level approval for all situations exceeding experience/training, department scope or assigned level of authority
Actively recommends Bank products and services using a customer needs-based assessment
Consistently meets service level deadlines and other performance targets or requirements
Outbound calls to customers as required
Complies with all customer confidentiality and privacy policies, as well as all Bank policies
Performs duties and assignments in compliance with Bank policies as well as all state and Federal banking regulations
Qualification
Required
High School degree or GED and willingness to pursue higher education required
6 months customer service experience
Ability to quickly learn the Bank's products and services
Excellent problem-solving skills with a commitment to customer service a must
Ability to speak in a clear and pleasant manner
Ability to use excellent listening comprehension skills to understand callers and determine their needs/question
Excellent oral and written communication skills
Ability to handle multiple tasks and interruptions
Ability to work independently, as well as contribute to the team environment
Working knowledge of the use of PCs, current Windows operating systems, Microsoft Office, the Internet, and other software systems
Must have cyber security awareness to protect the digital environment, the Bank, and customers
Preferred
Associate's Degree strongly preferred
Experience providing digital support preferred
Banking experience preferred
Knowledge of mobile device platforms including Android and Apple iOS systems
Company
The Cape Cod Five Cents Savings Bank
Cape Cod 5 is a community bank with over $5.7 billion in assets committed to supporting its customers wherever they are – in the world and on their life journey – through its full-service digital offerings or in person at one of its locations throughout Cape Cod, Nantucket, Martha’s Vineyard and Southeastern Massachusetts.
Funding
Current Stage
Late StageTotal Funding
$50M2020-11-04Debt Financing· $50M
Recent News
2024-05-23
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