Client Support Center Associate

1 week ago


Quakertown, Pennsylvania, United States QNB Bank Full time
Job Overview

ROLE:

The Client Support Center Associate plays a crucial role in delivering outstanding customer service to incoming inquiries through various communication channels, including phone and online platforms.

PRIMARY DUTIES AND RESPONSIBILITIES:

  1. Exemplifies QNB's Service and Sales initiatives with enthusiasm and creativity, ensuring that objectives are met and quality benchmarks are surpassed. Takes initiative and serves as a role model for peers.
  2. Fosters customer relationships by ensuring a courteous, confidential, and professional representation of QNB, while providing prompt, efficient, and accurate service in transaction processing through consultative and cross-selling techniques.
  3. Assesses customer requirements by employing open-ended inquiries and directs customers to the suitable resources.
  4. Manages the opening, closing, and servicing of all types of deposit accounts.
  5. Facilitates consumer loan application processes.
  6. Possesses comprehensive knowledge of QNB products and actively promotes QNB's Service and Sales, referral, and product initiatives.
  7. Completes mandatory compliance training promptly and demonstrates the ability to apply this training effectively in daily responsibilities.
  8. Undertakes additional job-related tasks as assigned.

ESSENTIAL TRAINING, EXPERIENCE, AND EDUCATION:

  1. Proven experience in customer and colleague interactions.
  2. Completion of fundamental CSR training is required within the initial six months of employment.
  3. Completion of the CSR requirement checklist is expected within the first year of hiring.
  4. Communication skills that reflect QNB's sales strategies, including the ability to identify and meet customers' current and future needs.
  5. Strong reading, writing, and arithmetic skills are necessary. A high school diploma, vocational training, or equivalent is required.
  6. Adherence to QNB's compliance in operational and security protocols by following government regulations, QNB policies, and established procedures.
  7. Successful completion of ABA Banking Fundamentals is required within the first year of employment.
  8. Annual re-certification for CSR is mandatory.

PREFERRED KNOWLEDGE, SKILLS, AND ABILITIES:

  1. Ability to operate standard office and telephone equipment, including adding machines, and possess basic computer skills (e.g., Outlook, Word, Excel).
  2. Previous or current experience in the banking sector.


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