Customer Support Specialist I

2 weeks ago


Moline, Illinois, United States CBI Bank & Trust Full time
Become a Part of CBI Bank & Trust as a Customer Support Specialist

Overview:

  • Conducting thorough evaluations of reports to ensure precision and managing a variety of transactions.
  • Ensuring the quality and accuracy of work completed by colleagues, which includes overseeing maintenance, conducting research, resolving disputes, making payment determinations, and processing returns.
  • Responding to incoming customer inquiries via phone, delivering exceptional service, and providing clear answers and solutions to their financial questions.
  • Serving as a key resource for internal teams, assisting staff with their customer service engagements.
  • Making necessary adjustments for year-end tax documentation.
  • Offering support for the Bank's debit card services.
  • Reviewing year-end deposit tax notifications prior to distribution and addressing customer inquiries regarding these notifications.
  • Collaborating with department leaders and team members to tackle concerns, identify patterns, and resolve customer-related issues.

Qualifications:

  • Strong verbal, written, and interpersonal communication abilities.
  • Capability to adhere to guidelines, comprehend processes, write effectively, and communicate clearly with clients and team members.
  • Proficiency in Microsoft Word and Excel applications.
  • Self-driven, detail-oriented, and skilled in problem resolution.

Education:

  • Associate's degree (AA) or equivalent from a two-year college or technical institution; or two or more years of pertinent experience; or a combination of education and experience.


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