Customer Service Representative
9 hours ago
Transforming Banking Experiences
We're committed to delivering exceptional customer care and building strong relationships with our clients. If you're passionate about providing top-notch service and driving business growth, we'd love to hear from you.
Key Responsibilities:
- Customer Experience:
- Deliver best-in-class customer satisfaction by adhering to customer experience key behaviors and providing a friendly, can-do attitude.
- Develop strong relationships with customers and have knowledge of account ownership.
- Act with confidence to answer customer questions and resolve issues in a timely and responsive manner.
- Maintain confidentiality and adhere to the Bancorp Code of Business Conduct and Ethics.
- Operations:
- Perform daily office responsibilities to maintain efficient operations and work with the platform team to resolve issues.
- Maintain accurate balancing records and identify and correct discrepancies.
- Stay up-to-date on bank policies and financial center procedures and take responsibility for knowledge sharing.
- Handle customer problems with professionalism and direct complex issues to leadership as needed.
- Referrals:
- Meet or exceed sales referrals as set by management.
- Participate in daily huddles, sales meetings, and staff meetings to stay informed and engaged.
- Maintain a working knowledge of retail products and services and take responsibility for ongoing development.
- Initiate conversations to uncover customer needs and refer customers to business partners for product and service sales.
- Utilize tools for tracking referrals and monitor progression to ensure proper disposition.
Requirements:
- High school diploma or equivalent.
- Ability to perform advanced math functions and handle cash transactions.
- Professional image and ability to interact comfortably with the public.
- Strong communication and problem-solving skills.
- Ability to work in a team environment and adapt to changing priorities.
Working Conditions:
- Normal office environment with extended computer screen use.
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