Customer Consultant I jobs in United States
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Alpine Bank · 5 months ago

Customer Consultant I

Alpine Bank is a financial institution located in the United States, and they are seeking a Customer Consultant I to respond to customer inquiries via telephone. The role involves assisting customers with account-related requests, online banking, and maintaining customer accounts while providing exceptional customer service.

BankingFinancial ServicesInsuranceVenture Capital

Responsibilities

Regular and reliable attendance is an essential function of this job
Answers the phones for the bank location
Assists customers with routine account-related requests such as: funds transfers, stop payments, inquiries about checking and savings account transactions, inquiries about funds availability, and check verification requests by third parties
Assists customers with general Online and Mobile Banking related requests such as: help with enrolling, utilizing Bill Pay, accessing eStatements, making deposits and utilizing the features
Performs general maintenance of customer accounts such as address changes and check orders
Researches and resolves customer problems, acts as the customer liaison between other bank departments when necessary
Performs customer requested research, including printing statements and check copies
Performs other duties as assigned

Qualification

Customer serviceBanking complianceTime managementVerbal communicationWritten communicationInternet softwareConfidentiality

Required

Skill in understanding customer needs and delivering unsurpassed customer service
Understanding and application of banking compliance regulations
Ability to rely on instructions and pre-established guidelines to perform the functions of the job
Effectively manages one's time and resources to ensure that work is completed efficiently
Strong verbal and written communication skills
Knowledge of and comfortable using internet software
Maintains confidentiality
High School Diploma or General Education Diploma (GED) equivalent required

Preferred

Previous customer service experience is preferred

Company

Alpine Bank

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Alpine Bank is a bank providing banking, wealth management, and mortgage services.

Funding

Current Stage
Public Company
Total Funding
$125M
2025-11-24Post Ipo Debt· $75M
2020-06-11Debt Financing· $50M
2019-06-28IPO

Leadership Team

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Jennifer Hawley
Vice President and Trust Officer
Company data provided by crunchbase