CENTRAL CUSTOMER SERVICE SPECIALIST jobs in United States
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Stockman Wealth Management · 11 hours ago

CENTRAL CUSTOMER SERVICE SPECIALIST

Stockman of Montana is a bank that emphasizes exemplary customer service and operations. They are seeking a Central Customer Service Specialist to assist customers with online banking and various banking functions via phone, chat, and email.

Investment Management

Responsibilities

As a contact center specialist, this position is important to the overall customer service and operations for the entire Stockman Bank system
It requires exemplary customer service skills and sufficient product and program knowledge to assist bank customers and other Stockman Bank employees with online banking, debit cards, bill pay, Zelle transfers and other various functions, via phone, chat, and email

Qualification

Customer serviceCommunication skillsMulti-taskingMicrosoft OfficeOrganizational skillsAttention to detailTyping skillsBanking experienceITI Software Programs

Required

Demonstrated ability to provide high quality customer service
Strong written and verbal communication skills
Good organizational skills
Concentrated attention to detail
Ability to multi-task
Ability to effectively learn computer programs necessary to perform day to day tasks
Microsoft Office experience (Word, Excel, Outlook)
Ability to learn to operate common office equipment such as copy machine and phone system
Typing skills averaging 30 wpm
High School diploma or equivalency
Ability to work in a scheduled/structured environment

Preferred

Previous banking experience
1-2 years customer service experience
Previous experience using ITI Software Programs

Company

Stockman Wealth Management

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Stockman Wealth Management is a Registered Investment Advisor firm serving Montana and other clients across the United States.

Funding

Current Stage
Early Stage

Leadership Team

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Mason O'Donnell, CFA, CFP®
Deputy Chief Investment Officer
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Company data provided by crunchbase