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Customer Engagement Specialist
2 months ago
United States of America
Job Overview:
The Customer Engagement Specialist plays a crucial role in addressing inquiries from members regarding their accounts and ensuring the resolution of issues promptly and efficiently.
Key Responsibilities:
- Respond to member inquiries related to their accounts and investigate issues to provide timely resolutions.
- Manage incoming communications via fax and email, ensuring appropriate responses are provided or forwarded as necessary.
- Assist with the processing of daily incoming correspondence, including check deposits and loan payments, while also facilitating the opening of new accounts and addressing research requests.
- Maintain a comprehensive understanding of all products and services to effectively promote additional offerings to members.
- Stay informed about regulations and policies established by the organization, including confidentiality standards and cash handling procedures.
- Exhibit strong interpersonal skills, particularly in managing challenging interactions with members.
- Safeguard the organization’s assets by adhering to established policies and internal controls.
- Promote additional financial products, such as loans and various account types.
- Conduct account maintenance tasks, including updating member information and managing account modifications.
- Facilitate effective communication with members and colleagues, adeptly handling difficult situations through various channels.
- Investigate and resolve member concerns, ranging from simple inquiries to more complex issues.
- Support special projects and perform other administrative tasks as assigned.
Minimum of a High School diploma; a college degree is preferred.
Experience:
At least three years of relevant experience in customer service and the financial sector.
Essential Skills:
- Proven experience in customer service roles.
- Background in the financial industry is advantageous.
- Strong presentation, organizational, analytical, and communication skills, with the ability to engage effectively with diverse audiences.
- Capability to identify and address process-related challenges proactively.
- Familiarity with standard office equipment.
- Availability for occasional overtime work.
- Innovation: Foster new ideas and solutions that contribute to business sustainability.
- Collaboration: Build and maintain relationships with stakeholders to enhance organizational impact.
- Ownership: Deliver results that create value for the organization and its stakeholders.
- Inspiration: Motivate others to pursue the company’s mission and vision.
- Development: Encourage personal and professional growth for oneself and others.
- Embrace curiosity and view challenges as opportunities for learning.
- Make informed and bold decisions.
- Stay aware of industry trends and best practices.
- Maintain high performance standards and accountability.
- Adapt quickly to changing circumstances and thrive in a fast-paced environment.
- Propose solutions and challenge existing processes constructively.
Salary range is competitive and commensurate with experience, along with a comprehensive benefits package.
Company Culture:
We are committed to fostering an inclusive environment that aligns with our mission to refresh the world and make a positive impact. Our focus on continuous learning and growth underpins our success and longevity in the industry. We value behaviors that promote curiosity, empowerment, inclusivity, and agility.
We are an Equal Opportunity Employer and uphold a commitment to diversity and inclusion in our workforce.