Client Service Representative I/II/III

2 weeks ago


San Antonio, Texas, United States Broadway Bank Full time

Position: Customer Service Center Representative I/II/III | Division: Customer Service Center

As a Customer Service Center Representative, you will be responsible for handling incoming calls, effectively engaging with both current and potential customers to identify their financial needs.

Your role will involve:

  • Demonstrating proficiency in acquiring, expanding, and retaining customer relationships while directing them to the appropriate business partners.
  • Participating in various call center initiatives and campaigns.
  • Delivering an exceptional customer experience that aligns with the mission, vision, and values of Broadway Bank.
  • Conducting outbound or follow-up calls to ensure first-call resolution.
  • Maintaining a comprehensive understanding of products and services offered.
  • Processing a range of routine and complex transactions for customers, including transfers, loan payments, and account maintenance.
  • Ensuring compliance with operational, technical, and regulatory standards while adhering to security protocols.
  • Completing necessary documentation for account management and loan applications.

Additional responsibilities include:

  • Meeting individual sales activity and production targets.
  • Achieving Call Center Five Star Goals.
  • Maintaining high call quality standards.
  • Adhering to schedules using Calabrio Scheduling software.
  • Obtaining certifications on bank products, services, and regulatory training requirements.

Qualifications:

  • Minimum of 1 year of experience in a financial institution, customer contact, or call center environment.
  • Proven sales skills and abilities.
  • Strong verbal and written communication skills.
  • Experience in technology and proficiency in keyboarding (35 wpm) and computer applications.
  • Preferred experience with platform software, Microsoft Office Suite, ACD applications, and 10 Key.

We look forward to your contributions in providing excellent service to our customers.



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