Texas Regional Bank · 10 hours ago
Customer Care Specialist - McAllen, TX
McAllen, TX
Full-time
Onsite
Entry Level
1+ years expTexas Regional Bank is seeking a Customer Care Specialist to ensure customer satisfaction by addressing inquiries and service requests. The role involves processing account updates, resolving complaints, and providing information on banking products and services.
FinanceFinancial ServicesWealth Management
Responsibilities
Answer incoming calls in a high-volume call center environment; communicate directly and builds strong business relationships with customers, as well as internal and external service providers
Provide timely and accurate customer service support such as processing service requests and account updates, resolving or escalating complaints and providing information regarding banking products, policies, online services, debit cards and customer accounts
Meet individual and department performance objectives, standards and goals
Actively identify appropriate opportunities to market additional bank products and effectively cross sells or refers customers to the appropriate sales staff
Make outbound calls to customers related to the Bank’s overdraft protection service
Make outbound calls to customers related to customers debit card transactions
Maintain current working knowledge of the Bank’s policies, procedures, products and services; complies with banking and privacy laws and regulations
Respond to requests submitted via email
Follow up and process customer requests such as stop payments and address changes
Support customers with any retail online banking questions and issues
Support customers with questions and issues regarding Zelle, Digital Wallet and Transfer Now
Ability to learn and adapt to new information and technology platforms
Support customers with debit card inquires, including international debit card requests and debit card transaction denials
Engage in projects and other activities during low call volume, such as reviewing zero balance account reports daily
Provide support to all operations functions within central operations
Complete appropriate call logs and/or call reports
Ability to exercise discretion and handle sensitive and confidential issues
Comply with federal and state regulations and all established bank policies and procedures
Perform other duties as assigned
Support and promote the Bank vision, mission and core values, organizational structure and policies and procedures
Must have excellent analysis, observation and decision-making skills
Excellent interpersonal and communication skills are necessary for maintaining effective relationships with board members, officers, employees, and member of the business and civic community
Individual should be able to work in high-pressure situations and a stressful atmosphere while remaining composed
Provide strong, compassionate, and visible leadership to foster positive attitudes and trust among employees, customer, and prospects
Comply with federal and state regulations as well as all established Bank policies and procedures
Other duties as assigned
Qualification
Required
A self-starting individual who possesses a High School Diploma or G.E.D
At least one year of work experience in the customer service field or previous financial institution experience preferred but not required
Basic keyboarding, typing 40-50 wpm and knowledge of office equipment
Must have working knowledge of Excel, Word and 10-key
Must have good verbal and written communication skills to provide quality customer service
Mental concentration is required to perform concurrent tasks and meet deadlines while tolerating frequent interruptions
Must be available to work a 40-hour work week with flexible work schedule. Able to work Saturday shift, if needed
Bilingual in English and Spanish
Must be able to be physically present in the Bank to perform job duties
Preferred
At least one year of work experience in the customer service field or previous financial institution experience
Experience with Microsoft Office
Company
Texas Regional Bank
Texas Regional Bank primarily provides personal and business banking solutions.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$64.64M2023-10-11Series Unknown· $1.21M
2021-08-13Series Unknown· $0.5M
2021-07-12Debt Financing· $25M
Leadership Team
Michael Scaief
Chairman and CEO
Brad Freudenberg
Chief Technology Officer
Recent News
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