Client Support Specialist

1 week ago

Eau Claire, WI, United States CCFBank Full time

Are you a customer-focused professional who enjoys helping others and creating positive experiences? We're looking for a Client Support Specialist to join our team

As a key member of our client services department, you will provide friendly, efficient, and solution-oriented support by phone and email. You'll respond to inquiries, resolve issues within your authority, and ensure each customer feels valued and supported. You must analyze problems critically and develop creative solutions. The ideal candidate will stand by their ideas and opinions even in the face of firm opposition. This role also involves promoting current marketing campaigns and completing routine administrative tasks.

Responsibilities:

  • Provide a full range of customer service-oriented telephone and e-mail support activities to customers and Bank colleagues; greets customers professionally; responds to inquiries of a specific or general nature; determines appropriate response or direction for the caller.
  • Promptly respond to and resolve customer concerns, problems and discrepancies by clarifying issues within given authority; researches and explores answers and alternative solutions; reconciles accounts; enters corrections; reverses customer fees or charges with the concurrence of Bank management; escalates unresolved problems.
  • Perform operational duties as necessary to support the service center; processes account balance or transfer requests, stop payment orders, changes of address and other such requests based upon proper customer identification, authorization and approval; conducts transaction call back procedures.
  • Provide support to all areas of the organization as directed or where service or assistance is needed; demonstrates superior customer service with appropriate follow through with involved customers and colleagues.
  • Make outbound telephone calls looking to offer additional products and services which will assist in solving financial needs.
  • Make outbound calls to existing clients as follow up to a question or negative status of account.
  • Performs a wide variety of routine clerical duties.
  • Assure compliance with all Bank policies, procedures and processes, and all applicable state and federal banking laws, rules and regulations; adheres to Bank Secrecy Act (BSA) responsibilities that are specific to the position.
Must haves:
  • One (1) year of work related experience consisting of call center or customer service support duties in the financial service industry.
Desired Qualifications
  • Bilingual (English/Spanish)
What's in it for you?
  • Full Time, 40 hours per week.
  • Monday - Friday work week
  • Competitive pay.
  • Eligible for annual incentive based upon company performance and goals.
Perks:
  • Health, Vision & Dental Plans
  • Health Savings Account (HSA) with CCF Contributions
  • Employer Paid Life Insurance and Long Term Disability Plans
  • Voluntary Life Insurance and Short Term Disability Plans
  • Accident, Critical Illness, and Hospital Indemnity Plans
  • Benefits Care Advocate
  • Flexible Spending Account
  • Health Reimbursement Arrangement (HRA)
  • 401K Retirement Plan and Company Match
  • Paid Time Off and Paid Holidays
  • Time Off for Bereavement Leave, Parental Leave, and Voting
  • Paid Time Off Donation
  • Paid Time Off Cash Out
  • Company-Wide Wellness Program
  • Employee Assistance Program (EAP)
  • Colleague Referral Program
  • Education Reimbursement Program
  • Career Planning
  • Remote Work Arrangements
  • Colleague Pricing on Secondary Market Mortgage Loans
  • Colleague Beyond Save & Spend Accounts Perks
  • Discount Program

What can you expect from us?

At CCFBank you are more than just a number, you are a partner to our team. We are dedicated to investing in our colleagues and providing them with tools they need to grow and develop their careers.

We prioritize the needs of our community by allocating resources and encouraging colleague involvement across the regions we operate in. We are proud to be a part of our local communities, and we look forward to continuing to support and serve them.

Learn more here about how we make more possible: https://ccf.us/careers/

Ready to be part of our financial family? Apply online at ccf.us

If you need assistance applying, contact us at HR@ccf.us and we will attempt to meet your needs.

In evaluating candidates for this position, CCFBank may consider a combination of education, training, and experience which provides the necessary knowledge, skills, and abilities to perform the duties of this position.

CCFBank is committed to fostering and cultivating an inclusive and diverse culture and we are proud to be an Equal Opportunity Employer, including disability and veterans.

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