FirstBank · 10 hours ago
Customer Service Specialist
Waverly, IA
Full-time
Onsite
Entry Level
2+ years expFirst Bank is a leader in banking communities, and they are seeking a Customer Service Specialist to support both external clients and internal staff. The role involves resolving inquiries, managing workflows, and ensuring accurate processing of financial requests.
Customer ServiceFinanceBanking
Responsibilities
Provide exceptional service to banking clients by phone and email
Assist customers with account inquiries, transaction issues, and debit card and digital banking support
Serve as a resource for internal staff by resolving operational questions, system issues, and workflow bottlenecks
Collaborate with staff to ensure timely support and issue resolution
Document and escalate unresolved internal or external fraud and service issues appropriately
Monitor and manage OnBase queues for timely processing of financial documents and requests (i.e. maintenance forms, debit card requests, etc.)
Index and route documents in accordance with bank workflows and regulatory standards
Utilize Shazam to manage fraud alerts, card issues, transaction disputes, and escalations
Ensure accurate and timely data entry for case tracking and resolution
Generate, retrieve, and review various reports to ensure applicable characteristics are met, escalating if needed
Analyze data to identify trends, improve service delivery, and support strategic decision-making
Crosstrain and assist Deposit Operations as needed
Assist others within the department with overflow projects
Other duties as assigned
Qualification
Required
High school diploma or equivalent
At least two years of experience in banking operations, customer service, or internal support
Strong customer service skills
Effective problem-solving abilities
Proficiency with Microsoft Office applications
Excellent communication skills
Attention to detail
Foundational accounting knowledge
Preferred
Bachelor's degree in business, accounting, or a related field
Benefits
Health insurance
Dental insurance
Vision insurance
Pre-tax flexible spending accounts
Group term life insurance
Dependent life insurance
Short and long-term disability
401k/ESOP with employer match
Paid holidays
Paid vacation time
Paid sick time
Wellness program
Company
FirstBank
FirstBank provides a range of financial services including personal, business, and digital banking products.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2025-09-08Acquired
Leadership Team
Olusegun Alebiosu
Managing Director and CEO
Adam Sands
Chief Banking Officer
Recent News
2025-12-09
2025-11-23
Company data provided by crunchbase