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Customer Experience Specialist
2 months ago
At BankPlus, we strive to add value for our employees, customers and shareholders. We are a high-performing TEAM committed to fulfilling promises, building lasting relationships, and making dreams come true.
All current employees must have a performance rating of Outstanding or High-Performing to be eligible to post for a position.
General Position Scope:
The Customer Experience Specialist is responsible for being on-time, professional, knowledgeable, and courteous. Additionally, the specialist is responsible for providing excellent customer service to internal and external customers on all BankPlus products and services.
Duties and Responsibilities:
- Protect customer and account information by following privacy policies and bank policies/procedures.
- Provide information and assistance on all BankPlus products and services, including fee schedule, CallPlus, e-BankPlus, CheckCards, branch information, i.e. location, hours.
- Sell and cross-sell BankPlus products and services to new and existing customers.
- Close lost or stolen CheckCards, request PIN mailers and handle telephone transfers, stop payments, check reorders, etc. for customers.
- Correspond with customers via CustomerService@BankPlus.net e-mails, web chats, and myTTY service for hearing impaired customers.
- Responsible for customer call backs and research.
- Provide information on advertised promotions and sponsorships bank wide.
- Attend and participate in team meetings.
- Perform other duties as assigned.
- Participate in the bank's High-Performance Rewards Connections Program.
- Make referrals to Mortgage Center and Wealth Management.
- Maintain a thorough knowledge of Bank products, services, policies, procedures, and appropriate regulatory issues as related to daily job functions including but not limited to: Bank Secrecy Act; Privacy Act; Fair Lending Act; Regulation E, etc. Complete required compliance training and adhere to the Bank's standard of conduct.
- College education preferred.
- Banking experience preferred.
- 1 year of similar or related experience in Customer Service, Public Relations or Communications.
- General computer and typing experience with Microsoft Office Suite, to include Excel, Word, and Outlook.
- Excellent verbal and written communication skills.
- Extensive reading, comprehension, and problem-solving skills.
- Schedule flexibility to cover all shifts required.
- Shifts are determined based on business needs.
- Work outside of regular business hours, as deemed necessary.
- Ability to make difficult decisions and handle multiple tasks with daily deadlines.
We maintain a drug-free workplace and perform pre-employment substance abuse testing.
Other details
- Pay Type Hourly
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