Customer Service Representative

3 weeks ago

Oak Brook, Illinois, United States Evergreen Bank Group Full time
Job Title: Customer Care Advisor

Job Summary:

We are seeking a highly skilled and customer-focused Customer Care Advisor to join our team at Evergreen Bank Group. As a key member of our Digital Banking team, you will be responsible for providing exceptional customer service support to our external customers via phone, email, and other digital channels.

Key Responsibilities:

  • Provide timely and effective resolution to customer inquiries and concerns via phone, email, and other digital channels.
  • Assist customers with loan information, payoff amounts, statement questions, and other banking-related inquiries.
  • Process general account maintenance, including transferring funds, ordering checks, and updating account information.
  • Assist customers with online banking needs, including establishing access, resetting PINs, and basic troubleshooting.
  • Collect payments over the phone for current loan customers.
  • Quote deposit rates and general loan rates, and accurately describe and recommend deposit, loan, and convenience products.
  • Assess customer needs and identify cross-sell opportunities.
  • Respond to debit card inquiries and assist with use of the Bank's mobile app, bill pay, and telephone banking systems.
  • Process outbound wire transfer requests.
  • Meet monthly performance and sales goals.
  • Ensure operational integrity through compliance with all policies, procedures, and regulations.

Requirements:

  • High school diploma or equivalent required; one year of related experience preferred.
  • Previous teller and/or banking experience a plus.
  • Proficient in Microsoft Outlook, Word, and Excel.
  • Knowledge of Jack Henry SilverLake a plus.
  • Basic understanding of mathematics and strong problem-solving skills.
  • Strong oral and written communication skills, including proper phone etiquette.
  • Ability to work independently and productively with minimal supervision.
  • Ability to maintain high level of personal integrity and confidentiality.

Working Conditions:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to sit; use hands to finger, handle, or feel; and reach with hands and arms. The employee is occasionally required to stand; walk; and stoop. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision.

Equal Opportunity Employer:

Evergreen Bank Group is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, ethnicity, gender, sexual orientation, gender identity, national origin, veteran status, or disability.

FDIC Member:

Evergreen Bank Group is Member FDIC.

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