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Client Support Specialist

2 months ago

Lawrence, Kansas, United States Capfed Full time

Customer Service Associate

Job Category: Retail Operations

Requisition Number: CUSTO02799

Job Details

Availability Needed: Monday - Friday 2:00 p.m. - 6:00 p.m., Saturday 8:45 a.m. - 12:00 p.m.

Role Overview

The Customer Service Associate is accountable for accurately managing financial transactions and serving as a reliable resource for our clientele, whether in the lobby, at the drive-thru, or via telephone. This position demands a friendly, professional, and confidential approach to assist customers and Bank associates, ensuring a positive experience while minimizing wait times.

Key Responsibilities

  • Execute teller transactions as specified by the Bank.
  • Conduct daily cashbox balancing to ensure transaction accuracy and report discrepancies to the supervisor.
  • Participate in vault duties, including daily balancing when utilized.
  • Investigate, troubleshoot, and resolve basic inquiries from both external and internal customers as necessary.
  • Handle incoming calls, verifying caller identity and determining their needs to efficiently address concerns.
  • Utilize every customer interaction as an opportunity to inform clients about additional services or programs that may be beneficial.
  • Update the Bank's tracking system regarding customer recommendations and referrals as per Bank guidelines.
  • Assist customers with account maintenance as directed by management.
  • Support other departments and branches with transactions as required, aiding management in fulfilling customer requests.
  • Uphold the highest standards of customer service confidentiality.
  • Perform additional duties as assigned.
  • Engage in proactive team efforts to meet departmental and company objectives.
  • Adhere to current applicable laws, regulations, and Bank policies and procedures, including safety protocols.

Qualifications

Experience: A minimum of six months of experience in a customer service role is required, with cash handling experience preferred.

Education: A high school diploma or equivalent is necessary; additional education beyond high school may be considered for experience.

Skills: Strong courtesy, tact, and diplomacy are essential. The role involves personal interaction with others, typically concerning routine matters, requiring brief discussions for information exchange.

Communication: Ability to effectively communicate with customers, instilling confidence in both the Bank and oneself, explaining products and services clearly, and addressing individual customer needs.

Equal Opportunity Employer: Capfed is committed to providing equal employment opportunities to all individuals, including protected veterans and individuals with disabilities.