Customer care specialist

Bluestone Bank

Description :

The primary function of Bluestone Bank's Customer Care Specialist is to provide customer sales and service by telephone. The Customer Care Specialist receives incoming telephone calls from customers needing assistance with existing accounts, purchasing products and opening new accounts.

The Customer Care Specialist also places outgoing telephone calls to customers in connection with specific service requests, or to welcome them to new services and answer questions.

The Customer Care Specialist uses the telephone, the Internet, electronic mail and word processing tools to communicate with the customer verbally and in writing, both electronically and on paper.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

Responsibilities of the Customer Care Specialist include the following activities :

• Assist customers in a friendly, professional manner according to Bluestone Bank's quality standards.
• Handle questions and inquiries from customers related to Bank products and services, recommend appropriate products, and direct them to the appropriate person as it relates to other bank services, when applicable.
• Handle complaints and other customer requests.
• Welcome customers to bank websites, products and services.
• Understand and adhere to bank policies and procedures for daily operations, security and compliance.
• Attend all required regulatory training and other internal training as provided.
• Achieve monthly sales / referral and service goals.
• Other duties related to the position.

The Customer Care Specialist is expected to report on time for their scheduled shift every day. The Customer Care Specialist must be ready to handle calls at the start of their assigned work time and is expected to adhere strictly to their work schedule and assigned break times.

Work schedules require flexibility on the part of employee and the Customer Care Specialists may be asked to alter their work times to meet the needs of the business.

Physical Demands and Work Environment

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 sit and talk or hear, reach with hands and arms;

and stoop, kneel, or crouch. The employee must occasionally lift and / or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, and the ability to adjust focus.

Affirmative Action / EEO Statement

An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

Requirements :

• High school Diploma or equivalent.
• One or more years of customer service experience required.
• One or more years of banking experience, including knowledge of banking products and services, strongly preferred.
• Possesses strong customer service and excellent written and verbal communications skills.
• Ability to quickly learn and properly use various software programs.

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Last updated : 2024-05-18