Senior Customer Care Representative

2 months ago

Erie, Pennsylvania, United States Marquette Savings Bank Full time
Job Title: Senior Customer Care Representative

Marquette Savings Bank is seeking a highly skilled and experienced Senior Customer Care Representative to join our team. As a Senior Customer Care Representative, you will be responsible for supervising the customer care team, performing customer care functions, assessing transactional risk, solving problems, and assisting, guiding, and advising customer care representatives in the accurate and efficient handling of customers' needs.

Key Responsibilities:
  • Supervise the activities of the customer care team by assigning work, answering questions, solving problems, helping with complex transactions and sensitive customer relations problems, monitoring accuracy, and explaining policies and procedures to customers.
  • Maintain predetermined cash limits within the branch office.
  • Charged with staff scheduling, ensuring proper coverage and safety in the branch.
  • Consult with new and current customers on products and services available at Marquette, support the cross-serve initiative with quality referrals of all products and services as appropriate to expand account portfolio and generate new business.
  • Perform routine customer transactions, including deposits, withdrawals, loan payments, transfers, and check cashing.
  • Train and coach new customer care representatives until each trainee is proficient in their operational duties, cross-serve requirements, and risk-based decision making.
  • Ensure that all customer care representatives are kept up to date and cross-trained in all phases of their particular job responsibilities to ensure accuracy and quality service to customers.
  • Maintain knowledge of all state and federal regulations applicable to the transactions performed on the front line.
  • Serve as vault teller for the branch, which includes ordering cash, verifying cash received, filling cash orders for customer care representatives, maintaining full vault security, and balancing vault cash nightly.
  • Approve customer exceptions and overrides when deemed necessary.
  • Investigate teller losses and institute corrective flow of work.
Requirements:
  • High school diploma or equivalent and at least two years teller/head teller experience or a college degree is required.
  • Broad knowledge of the bank's products and services is required; complete understanding of all appropriate regulatory compliance is required.
  • Ability to demonstrate general knowledge of Fair Lending Laws, the Bank Secrecy Act/USA Patriot Act, Privacy laws and regulations, as well as consumer protection deposit laws and regulations.
  • General knowledge of information security is required.
  • Sales & Service Skills: Employee must demonstrate thorough knowledge of Marquette products/services and apply that knowledge to solve customer problems appropriately and effectively.
  • Language Skills: Ability to read and interpret documents such as safety rules, instructions, and procedure manuals. Ability to speak effectively with employees and customers of the bank.
  • Equipment/Tools Skills: The employee must have the ability to use standard office equipment. Computer skills required; must be proficient in Microsoft Office products.
  • Mathematical Skills: Ability to add, subtract, multiply, and divide using whole numbers, common fractions, and decimals. Must have the ability to balance and make mathematical computations with accuracy.
  • Reasoning Ability: Ability to apply common sense understanding to issues and carry out both detailed and uninvolved written or oral instructions.
Work Environment:

The noise level in the work environment is consistently moderate. The employee will occasionally perform work/job-related traveling. Employee in this position will be required to work in an indoor environment and come in direct contact with staff and customers.

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