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Customer Support Specialist I

2 months ago

Saint Johnsbury, United States Passumpsic Savings Bank Full time
Job DescriptionJob Description

Team Passumpsic is looking for committed, compassionate people who know how to listen, process and react accordingly. Do you have the patience and compassion to deal with our customers appropriately in their times of need? Then let’s talk about the Customer Support Specialist position. Bring your passion and bring your personality

ESSENTIAL DUTIES AND RESPONSIBILITIES:


  • Deliver a high level of customer satisfaction by providing quality customer service to all customers while handling many inbound and outbound calls to and from customers, listening to customers needs or issues and providing helpful solutions to their problems..

  • Be knowledgeable about the Bank’s products and services in order to provide account information and discuss bank products and services suitable to customers needs.

  • Process Inclearing and Return Item Files

  • IOLTA/IORTA Remittance

  • Perform ATM settlements and resolve discrepancies.

  • Foreign Check and Savings Bonds remittance

  • Set up new user’s accounts and assign teller numbers

  • Generate new Savings, CD, Savers Club and Loan account numbers

  • Prepare documentation for rate changes (Lobby/Canadian/Maturity notice rate sheets)

  • Check Ordering-Access Harland system to process orders. Process bank pay bills, and file orders.

  • Return Deposit Items and Cash Letter Adjustments- Perform necessary steps to resolve entries to general ledger.

  • Record Storage and Retention-Maintain all files and records (signature cards, correspondence, etc) to comply with bank procedures and record retention requirements.

  • Reports-Review reports and complete any subsequent tasks that result from that review


With a full line of financial products and services, as well as expert financial advice, we’re a proven partner in the prosperity of our communities. We focus on improving the world around us with a sincere commitment to our customers' success.


We are a workplace that highly values the contribution of our people. We believe if we work together we can accomplish amazing feats for our community. To this end we recruit bright, energetic and talented people to be members of our team. In return, we offer a dynamic workplace that presents opportunities for advancement and learning new skills. We really believe that when our employees succeed, everyone wins.


If you have questions about this position description, please feel free to ask.


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