Customer Experience Agent jobs in United States
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Tompkins Community Bank ยท 7 hours ago

Customer Experience Agent

Tompkins Community Bank is a financial institution seeking a Customer Experience Agent to enhance customer satisfaction and retention. The role involves managing inbound calls, processing service requests, and promoting bank products while maintaining a thorough knowledge of company policies and procedures.

BankingInsuranceWealth Management

Responsibilities

Responsible for managing inbound calls in a timely manner in a multi-bank environment
Receive and process telephone service requests, including but not limited to Retail Banking, Debit Cards, Digital Banking and Business Banking and Treasury Management. Takes care of inbound and outbound calls of a lesser complexity that are primarily routine or basic in nature
Demonstrates and promotes a 100% commitment to providing a best in class experience for our internal and external customers
Maintain thorough knowledge of company procedures, policies and banking regulations
Provide accurate, valid and complete information to customers by using the right methods/tools available
Meet personal/customer care center team targets and call handling quotas
Follow all company policies and procedures as set forth in the Employee Handbook
Performs other related duties as assigned or directed
Promotes and cross-sells bank products and services to customers and prospects; actively participates in department digital referral program
Work rotating shifts, weekends and holidays as required. Schedule subject to change based on needs of the department and customer demand

Qualification

Customer service experienceEffective communication skillsMicrosoft WordMicrosoft ExcelInterpersonal relationsAnalytical abilityCare Center softwareConflict resolutionOrganizational skillsSelf-starterFast-paced environment

Required

A minimum of one (1) year banking or related customer service experience
Proficient reading, writing, grammar and mathematics skills; proficient interpersonal relations and communication skills and a high analytical ability
Must be assertive with the ability to influence others. Effective verbal and written communication skills
Able to work in a fast-paced, multiple-task environment with a high-disruption rate
Resolve conflict with minimum negative impact on all parties
Work independently, prioritize work in order to meet goals in all areas
Must be a self-starter, with forward-thinking capabilities, and demonstrate good organizational skills
Proficient in Microsoft Word and Excel

Preferred

Care Center software experience is desirable

Benefits

Medical
Dental
Vision
401(k) Match
Profit Sharing
Paid Time Off
11 Holidays
Tuition Reimbursement
Free Parking throughout Tompkins Community Bank
Employee Referrals

Company

Tompkins Community Bank

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Tompkins Community Bank offers banking, insurance, and wealth management services to local families and businesses.

Funding

Current Stage
Late Stage

Leadership Team

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Scott Gruber
Retired President & Chief Executive Officer
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Patrick A'Hearn, Esq., CAMS
Corporate VP, BSA/AML/OFAC Officer
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Company data provided by crunchbase