Client Service Representative

1 month ago

Columbia, Maryland, United States Sandy Spring Bancorp Full time
About the Job

Sandy Spring Bank is seeking a Client Service Specialist I to represent the Bank to internal and external clients in a courteous and professional manner. The successful candidate will provide prompt, efficient, and accurate service based on the Bank's principles to provide remarkable client experiences via multiple channels.

The Client Service Specialist I will respond to a wide range of client inquiries, including new accounts, account maintenance, and resolving problems or complaints. They will also actively pursue sales and enhanced service opportunities by identifying and meeting client needs and strengthening client relationships via phone, email, secure message, chat, mail, and fax.

The ideal candidate will have a strong speaking voice, excellent telephone and written communication skills, and the ability to operate a personal computer, mobile device, and Contact Center Software. They will also have knowledge of standard Microsoft Office and Windows-based office software.

The Client Service Specialist I will work under occasional supervision, using independent judgment in the interpretation of existing policies and procedures and guidelines. They will refer unusual matters to a supervisor or Team Leader.

Key Responsibilities:

  1. Represent the Bank to clients in a courteous and professional manner, providing prompt, efficient, and accurate service by phone, mail, and/or email/secure message.
  2. Facilitate opening and servicing all deposit accounts products, identifying needs and making recommendations that meet the clients' and the Bank's financial goals.
  3. Act as a point of contact for digital services users, including PC, web, mobile, and telephone banking products.
  4. Provide client support for card inquiries that require specific research in separate systems.

Requirements:

  • Minimum 12 months of work experience in retail banking or customer service/Contact Center.
  • Extensive knowledge of PC modem connections, Internet access, and web services.
  • Remarkable telephone and written communication skills, attention to detail, strong organization skills, and negotiation/sales skills and/or aptitude.
  • Ability to operate a personal computer, mobile device, and Contact Center Software.
  • Knowledge of standard Microsoft Office and Windows-based office software.

Working Conditions:

The Client Service Specialist I will work in a normal office environment with minimal discomfort due to temperature, dust, noise, or other disagreeable elements. They will have little or no potential exposure to hazardous conditions.

Equal Employment Opportunity:

Sandy Spring Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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