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Client Support Specialist

2 months ago


Porterville, California, United States Bank of the Sierra Full time
Position Summary:

The Client Support Specialist plays a crucial role in assisting customers of Bank of the Sierra via telephone, addressing inquiries related to their accounts and banking services. It is essential to uphold confidentiality and manage customer interactions with professionalism. To be eligible for this position, candidates must have successfully completed the Teller Training Program and New Accounts Training Program.

Key Responsibilities:
  • Maintain courteous and engaging communication over the phone.
  • Handle a minimum of 175 calls each day.
  • Exhibit comprehensive knowledge of banking products and regulatory compliance.
  • Assist clients with questions regarding banking services.
  • Acquire knowledge of all back-office operations within the Customer Service Center (CSC).
  • Promote bank incentive programs consistently.
  • Support customers with account-related inquiries.
  • Manage challenging customer interactions with professionalism.
  • Ensure confidentiality and show respect towards all individuals.
  • Adhere to organizational policies and procedures.
  • Complete administrative duties accurately and punctually.
Qualifications and Skills:

To excel in this role, candidates should possess:
  • Outstanding customer service and communication abilities.
  • Strong organizational skills and attention to detail.
  • Proficiency in using computers and office technology.
  • Capability to thrive in a fast-paced work environment.
Requirements:
  • High school diploma or equivalent.
  • A minimum of two years of experience in banking operations or related fields.
Work Environment:

This role is conducted in a professional office environment utilizing standard office equipment. The noise level is moderate, and physical demands include standing, using hands, reaching, and verbal communication.

About Bank of the Sierra:

Bank of the Sierra is an equal opportunity employer dedicated to fostering a diverse and inclusive workplace for all team members.