What are the responsibilities and job description for the Client Care Specialist I position at The Cape Cod Five Cents Savings Bank?
Salary Grade : 13C
SUMMARY:
The Client Care Specialist I (“Specialist”) provides superior client service by answering client questions and assisting with issue resolution. The Specialist will assist in establishing and maintaining electronic banking relationships and provide ongoing support to drive digital adoption for our clients across all platforms. The Specialist will also proactively look for opportunities to provide additional information about banking-related products and services in order to deepen existing banking relationships.
ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES:
- Responds to client and prospect phone calls, email, and digital inquiries regarding their accounts and all Bank products, including financial transactions.
- Documents all interactions with clients in CRM database by entering or updating information accurately to reflect the client interaction and resolution.
- Authenticates clients adhering to Bank guidelines in order to properly identify clients and protect client information.
- Identifies fraudulent activity to protect the Bank and the Bank’s clients
- Assists in client support for online and mobile banking as well as automated telephone banking including set-up, navigation, and maintenance.
- Provides support for other Bank departments.
- Advises clients regarding the Bank’s products and to ensure that the highest level of client service is provided.
- Solicit higher-level approval for all situations exceeding experience/training, department scope or assigned level of authority.
- Actively recommends Bank products and services using a client needs-based assessment.
- Consistently meets service level deadlines and other performance targets or requirements
- Outbound calls to clients as required.
- Complies with all client confidentiality and privacy policies, as well as all Bank policies.
- Performs duties and assignments in compliance with Bank policies as well as all state and Federal banking regulations.
QUALIFICATIONS:
EDUCATION & CERTIFICATIONS:
- High School degree or GED and willingness to pursue higher education required. Associate’s Degree strongly preferred
KNOWLEDGE, SKILLS & ABILITIES:
- 6 months client service experience
- Experience providing digital support preferred
- Banking experience preferred
- Ability to quickly learn the Bank’s products and services
- Excellent problem-solving skills with a commitment to client service a must
- Ability to speak in a clear and pleasant manner
- Ability to use excellent listening comprehension skills to understand callers and determine their needs/question
- Excellent oral and written communication skills
- Ability to handle multiple tasks and interruptions
- Ability to work independently, as well as contribute to the team environment
- Working knowledge of the use of PCs, current Windows operating systems, Microsoft Office, the Internet, and other software systems.
- Knowledge of mobile device platforms including Android and Apple iOS systems.
- Must have cyber security awareness to protect the digital environment, the Bank, and clients.
COMPETENCIES:
- Superior Focus on Client Service
- Technology Savviness/Digital Enthusiast
- Financial Comprehension
- Adaptability, Flexibility, and a Nimble Learner
- Problem Resolution Focused
- Solid Decisions Making/Judgement
#ZR