Client Service Advisor - Onsite

ESSENTIAL DUTIES & RESPONSIBILITIES

• Provides Five Star service to our clients and technical assistance to answer questions and provide solutions for Online Banking, Mobile, text banking and e-pay.
• Sets up and supports Debit and ATM transactions to include Dispute handling and reporting/replacing lost or stolen ATM and Check cards.
• Identifies client financial needs, informs and recommends appropriate financial services or products on the telephone and gains customer agreement to refer to a Digital Banking team.
• Serves client servicing for deposits and loans.
• Completes financial transactions; transfers between accounts, payments on loans, and initiates scheduled transfers and Account Transfer Overdraft Protection.
• Recommends appropriate problem resolution, service, or department as necessary for further assistance and call resolution concerning client inquiries to enhance the clients experience.
• Performs other duties and special projects as assigned by Senior Management.

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE

• A high school diploma or equivalent (GED).
• One (1) year of experience in high client contact environment dealing with customer resolution in any industry.
• Contact Center or Banking experience preferred.