Customer Support Associate – The main job duty of a Customer Support Associate is to consistently provide our customers with excellent service while managing risk and maintaining accuracy. Each Associate will be expected to be available to answer our incoming customer calls during business hours, as well as managing other customer related tasks including but not limited to: managing customer inboxes, approving forms, and handling customer requests as they come in. Our customer support associates are expected to maintain a high level of communication between other departments within the bank, and our partners outside of the bank.

Responsibilities

· Manage customer bank accounts; open, close and oversee transactions

· Perform administrative duties (e.g. entering data into banking software)

· Ensure that all client phone inquiries are answered with a high degree of courtesy, respect, professionalism, and accuracy.

· Assist clients with online and mobile banking issues.

· Follow up on client complaints and ensure client satisfaction.

· Participate in team meetings and trainings.

· Be proactive in recognizing issues to be escalated in order to improve process and procedure.

· Develop effective telephone skills and satisfactorily handle all telephone inquiries with a focus on discovering needs and providing solutions to satisfy those needs.

· Perform all other duties as required.

Requirements:

• Banking experience is required. 2 years experience in a customer facing job, or phone-based customer service job is recommended.
• 2 years experience working in self-directed IRA/401K preferred but not required
• Ability to create and maintain strong working relationships with internal and external partners
• Creative problem solving skills
• Ability to work diligently to meet targets
• Excellent communication
• Customer-oriented approach to handling problems
• Career mindset

Job Type: Full-time

Pay: $22.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Education:

• Associate (Preferred)

Experience:

• Banking: 2 years (Preferred)
• Customer service: 4 years (Required)

Ability to Relocate:

• Lakewood, CO 80226: Relocate before starting work (Required)

Work Location: In person