ITM Customer Service Specialist III

job
  • CB&S Bank
Job Summary
Location
Russellville ,AL 35659
Job Type
Contract
Visa
Any Valid Visa
Salary
PayRate
Qualification
BCA
Experience
2Years - 10Years
Posted
09 Jan 2025
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Job Description
GENERAL FUNCTION:
Responsible for delivering enthusiastic, professional quality service to customers as well as bank personnel with regard to all financial products and services offered through traditional and/or digital channels. Serves as a service center liaison outside of normal business hours.
MAJOR DUTIES AND RESPONSIBILITIES:
  • Efficiently serves the needs of internal and external customers.
  • Answers inbound telephone calls, responds to customer inquiries and problems concerning their accounts, and gathers necessary information to document and resolve customer problems.
  • Maintains telephone call statistics and documents account information on the computer for each customer.
  • Adheres strictly to privacy of customer information in a remote environment.
  • Processes telephone transfers and loan payments; quotes loan payoffs; and processes stop payments requests made by phone.
  • Monitors, answers or forwards all e-mail records received to the appropriate department or person.
  • Monitors and responds to online chats from website.
  • Maintains and applies knowledge of regulations governing transactions in relation to banking services including but not limited to demand deposits and savings accounts.
  • Resets electronic banking PINS, duplicates statements requests, and answers debit card inquiries.
  • Assists customers with Internet Banking and Bill Pay. Resets passcodes, assists with log-in, or guides through Internet Banking website.
  • Responsible for answering debit card inquiries, including reset of PINs and ordering replacement cards.
  • Video Teller assistance for ITMs
ADDITIONAL RESPONSIBILITIES:
  • Maintains accurate department records.
  • Keeps abreast of all bank products and services.
  • Cross-sells to existing and prospective customers. Identifies sales referral opportunities and makes appropriate referrals and participates in sales campaigns as identified.
  • Performs any other duties assigned by supervisor.
JOB QUALIFICATIONS:
  • High school graduate or equivalent.
  • Extensive knowledge of deposits, loans and banking products and services with a minimum of two years customer service experience or related experience.
  • Financial Call Center experience preferred but not required.
  • Ability to work independently.
  • Ability to perform repetitive tasks.
  • Ability to work from home remote position.
  • Ability to sit for extended periods of time.
  • Ability to travel to office for periodic meetings and training.
  • Ability to multi-task
  • Ability to work outside normal banking hours
  • Good working knowledge of Microsoft 360 (Excel, Word, Outlook, etc.)
  • Attention to detail
  • Relationship builder
  • Flexible and dependable
  • Good communication skills, both verbal and written.
  • Demonstrates proficiency and commitment to excellence in performance of duties.
STANDARDS OF PERFORMANCE:
  • Report to work in a timely manner using secure remote connection.
  • Complete work accurately and efficiently.
  • Avoid Distractions
  • Use the right technology and follow the "Work from Home" guidelines.
  • Maintain positive work-environment with co-workers and customers.
  • Conduct customer relations in a manner that will enhance the overall marketing effort of the bank. Provide courteous and professional service to all customers.
  • Requires ability to work well with others.
  • Follow all company policies and procedures.
  • Must meet technical requirements.
  • Internet Speed Test must be met to support technical requirements; 10 Mbps download/5Mbps upload, with a latency of 50ms or less.
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