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Client Support Specialist
2 months ago
Customer Service Representative - Scopeair
Job Category: Client Relations Requisition Number: CUSTO003339
Job Overview
Key Responsibilities
Respond to inquiries about company services and execute various account management tasks.
Act as a reliable source of information and support for front-line staff.
Promote additional services and perform necessary administrative duties.
Handle diverse customer requests, including payment stops, automatic transfers, and check orders.
Assist customers in completing basic loan applications, including personal and consumer loans.
Manage wire transfers within the assigned authority.
Process credit applications for Visa and Checkline services.
Provide assistance or direct customers to appropriate resources for their inquiries.
Address customer inquiries and transaction requests received via phone, mail, and online platforms.
Support management with daily operational tasks, such as generating customer reports and collecting relevant data.
Provide coverage for the teller line as staffing needs arise.
Individually, or as part of a team, engage in identifying, measuring, and managing risks associated with departmental and organizational operations.
Maintain compliance with company policies and risk management protocols, applying them to daily activities.
Deliver exceptional service consistently, adhering to established service excellence standards.
Assist customers with intermediate loan applications, including mortgages and home equity lines of credit.
Independently investigate and resolve account-related issues.
Perform other duties as assigned.
Desired Skills and Qualifications
Comprehensive understanding of company products and services.
Familiarity with organizational functions, policies, and procedures.
Excellent verbal and written communication skills.
Strong organizational abilities.
Capability to maintain an efficient workflow.
Able to thrive in a fast-paced environment and manage pressure effectively.
Basic to intermediate proficiency in Microsoft Office and web-based applications.
Education and Experience
High School Diploma or equivalent is required.
Preferred: Two or more years of experience in a customer-facing role.
Thorough knowledge of company guidelines, policies, and procedures.
Work Schedule
This position operates during standard business hours. The role is hourly and full-time, with occasional weekend shifts and potential overtime as needed.
