Customer Care Center Associate jobs in United States
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Centennial Bank ยท 1 month ago

Customer Care Center Associate

Centennial Bank is seeking a Customer Care Center Associate to enhance customer service by addressing inquiries and resolving issues via phone. The role involves maintaining customer privacy, cross-selling bank products, and ensuring compliance with regulatory guidelines.

BankingFinanceFinancial Services

Responsibilities

Answer incoming phone calls from customers regarding all types of Retail Accounts. This duty is performed daily, about 10% of the time
Quote CD Rates, loan payoffs and resolve loan general questions. This duty is performed daily, about 5% of the time
Maintain a thorough understanding of marketing promotions and bank products. This duty is performed daily, about 10% of the time
Review complaints, issues or concerns and refer customers to other bank personnel. This duty is performed as needed, about 10% of the time
Take information and perform maintenance on check orders, internet and telephone banking, ATM/debit cards. This duty is performed daily, about 10% of the time
Review, research and process limited refund decisions. This duty is performed as needed, about 5% of the time
Perform research on Bankway for customer inquiries. This duty is performed daily, about 5% of the time
Identify cross selling opportunities through customer interactions. This duty is performed daily, about 5% of the time
Verify and complete telephone transfer of funds and stop payment requests. This duty is performed daily, about 10% of the time
File Debit Card, Zelle, Bill pay and ACH disputes. This duty is performed daily, about 5% of the time
Request EBanking adds and updates. This duty is performed daily, about 5% of the time
Request Debit Card Limit Increases. This duty is performed daily, about 5% of the time
Research and assist with Bill Pay trouble shooting. This duty is performed daily, about 5% of the time
Maintain a daily call log of each call taken. This duty is performed daily, about 5% of the time
Adhere to assigned work schedule and remain flexible for shifts that include the hours of 7 am - 7 pm Monday - Friday and 8 am - 2 pm on Saturdays. This duty is performed daily, about 5% of the time
Completes required BSA/AML training and other compliance training as assigned. This duty is performed quarterly
The ability to work in a constant state of alertness and in a safe manner. This duty is performed daily
Perform any other related duties as required or assigned

Qualification

Customer ServiceCall Center ExperienceMicrosoft OfficeMathematical SkillsCritical ThinkingTelephone SkillsData EntryBank ProductsCommunication Skills

Required

High school or GED, plus specialized schooling and/or on the job education in a specific skill area; e.g. data processing, clerical/administrative, equipment operation, etc, plus 12 to 18 months related experience and/or training, or equivalent combination of education and experience
Ability to read and understand documents such as policy manuals, safety rules, operating and maintenance instructions, and procedure manuals; ability to write routine reports and correspondence
Ability to effectively communicate information and respond to questions in person-to-person and small group situations with customers, clients, general public and other employees of the organization
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume
Ability to apply concepts such as fractions, ratios, and proportions to practical situations
Ability to solve practical problems and deal with a variety of known variables in situations where only limited standardization exists
Ability to interpret a variety of instructions furnished in written, oral, or diagram formats
Basic: 10-Key, Accounting, Alphanumeric Data Entry, Presentation/PowerPoint, Spreadsheet, Word Processing/Typing
1 year experience in Customer Service, Call Center experience preferred but not required
1 year experience using personal computers
Proficient telephone skills
Ability to sit for long periods

Preferred

Experience using Microsoft Office products
Knowledge of bank products, policies/procedures is preferred, but not required

Company

Centennial Bank

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Centennial Bank offers businesses, investors, and municipalities a wide range of commercial, retail banking, and related financial services.

Funding

Current Stage
Late Stage

Leadership Team

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Arlene Lovelace
SVP, Chief Human Resources Officer
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Brandon Cass
SVP, Chief Information Security Officer
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Company data provided by crunchbase