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Customer Service Representative

2 months ago

Alamo, California, United States Quality Talent Group Full time
Job Description

About the Role:

We are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Quality Talent Group. As a key member of our banking team, you will be responsible for providing exceptional customer service and support to our clients.

Key Responsibilities:

  • Customer Engagement: Process customer transactions, share digital solutions, and make introductions to bankers to support customer needs.
  • Operational Activities: Complete tasks efficiently while minimizing risks under established policies and procedures.
  • Customer Support: Perform routine transactional, operational, and customer support tasks through knowledge of bank procedures and products.
  • Communication: Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions.
  • Problem-Solving: Identify information and services to meet customers' financial needs and escalate questions and issues to more experienced roles.

Requirements:

  • 6+ months of interacting with customers experience, or equivalent demonstrated through work experience, training, military experience, or education.

Desired Qualifications:

  • 6+ months of experience interacting with people, demonstrated through work, military, or education.
  • Customer service focus with experience handling complex transactions across multiple systems.
  • Ability to educate and connect customers to technology and share the value of mobile banking options.
  • Ability to interact with integrity and professionalism with customers and team members.
  • Experience working with others on a team to meet customer needs.
  • Cash handling experience.
  • Ability to follow policies, procedures, and regulations.
  • Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss.
  • Well-organized, independent, and able to prioritize in a fast-paced environment.
  • Ability to exercise judgment, raise questions to management, and adhere to policy guidelines.

Benefits:

  • Competitive salary and benefits package.
  • Opportunities for career growth and professional development.
  • Collaborative and dynamic work environment.