Responsibilities
- Handles incoming email/ telephone calls from internal/external customers according to established Call Center standards in a professional manner, and taking follow-up action as necessary.
- Performs all duties and interacts with internal and external customers in a manner aligned with the Company’s Core Values of Teamwork,
- Integrity and Exceptional Services (TIES)
- Answer incoming email/ telephone calls in accordance with established Call Center standards and assist customers with
- various general banking needs in a professional manner and follow through with appropriate action.
- Provide customers with account information, help them resolve problems/issues/concerns, and contact appropriate
- personnel/departments as required.
- Document and/or escalate issues to ensure customers’ concerns are addressed promptly and appropriately.
- Provide customers with general information on CPB products/services and other general information.
- Branch/ATM location and hours:
- Rates and fees
- Deposit and loan accounts
- Convenience and monetary products/service
- Fulfill customers’ special requests by utilizing support systems/tools or refer to appropriate personnel/departments.
- Prepare update forms for deposit and loan accounts, such as address and phone number changes.
- Prepare requests for duplicate statements, stop payments, fee waiver, check orders, close accounts, etc.
- Cancel lost/stolen cards, reset Internet Banking passwords, activate cards, etc.
- Convert inquiries into account openings by referring customers to appropriate business units.
- Performs all other job-related duties as required or assigned.
Qualifications
- Strong written and oral communication skills.
- Quick learner, with the ability to understand banks’ loan policies and procedures.
- Ability to build rapport with customers.
- Ability to prioritize and multitask.
- Keen to details, highly organized
- Highly motivated, professional individual
- Proven critical thinking and problem-solving skills
- Work independently & communicate effectively with all levels in the organization.
- Knowledgeable with bank-related processes or documents.
Screening Criteria
- MUST HAVE STABLE EMPLOYMENT HISTORY.
- 1+ years of banking and/or financial services customer service experience.
Job Category: Admin and Customer Support
Job Location: Site Only