Customer Experience Specialist

Key Responsibilities

• Provide exceptional customer service as the first point of contact
• Ensure accuracy and confidentiality in all customer interactions and documentation
• Build and maintain positive customer relationships through effective communication
• Support customer needs using a service-driven, solutions-focused approach
• Perform clerical and administrative duties with a high level of accuracy
• Manage multiple tasks and prioritize responsibilities efficiently
• Utilize office systems including phones and computers to support daily operations

Qualifications

• Minimum of 1 year of clerical or administrative experience
• Strong computer proficiency required
• Excellent communication and interpersonal skills
• Highly organized and self-directed
• Ability to prioritize tasks and maximize productivity
• High attention to detail and accuracy
• Must be bondable
• Prior banking or financial services experience is a plus

Physical Requirements

• Dexterity: Frequent use of hands and wrists for typing and document handling
• Mobility: Ability to sit or stand for extended periods as needed
• Lifting: Occasional lifting of up to 30 pounds