Customer Service Associate

4 weeks ago


Roswell, Georgia, United States NorthPoint Search Group Inc Full time

We are seeking a dedicated and customer-focused individual to provide exceptional service to our clients in the banking department. The ideal candidate will be responsible for handling account-related inquiries, assisting with account opening and closing procedures, and educating clients on banking products and services.

Key Responsibilities:
  • Provide excellent customer service through various channels, including phone, email, and in-person interactions.
  • Assist clients with inquiries related to account opening, account closures, and general banking transactions.
  • Process account applications and documentation efficiently and accurately.
  • Educate clients on banking products and services, helping them make informed decisions.
  • Resolve customer issues and complaints in a timely and effective manner.
  • Collaborate with other departments to ensure smooth account transactions and resolve complex issues.
  • Stay updated on banking policies, procedures, and regulatory requirements.
Requirements:
  • High school diploma or equivalent; degree in business, finance, or related field is a plus.
  • Proven experience in customer service, preferably in a banking or financial services environment.
  • Strong communication and interpersonal skills.
  • Knowledge of banking products and services.
  • Familiarity with regulatory requirements related to banking transactions.
  • Attention to detail and accuracy in handling customer information.
  • Ability to multitask and work in a fast-paced environment.
  • Proficiency in basic computer applications and banking software.


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