Customer Support Specialist

About the role

We are seeking a professional and customer-focused Customer Support Specialist to support routine client requests through various client communication including calls, chats, or emails. This role requires handling support requests while delivering accurate information, toggling between systems, resolving issues, and providing an excellent customer experience.

Responsibilities

• Respond to client inquiries and resolve issues efficiently via phone, email, and online channels.
• Serve as the first point of contact for clients, providing accurate information about banking products and services.
• Manage and prioritize the phone support queue to ensure timely assistance.
• Document client interactions and follow up on unresolved cases to ensure satisfactory resolutions.
• Collaborate with internal departments to address complex client needs and escalate issues as necessary.
• Troubleshoot, research, respond, and provide training on customer service technology and related issues.
• Manage resolution of client needs by identifying and coordinating appropriate bank resources; partner with internal departments to ensure client needs are met and issues are followed through to resolution.
• Maintain up-to-date knowledge of banking policies, procedures, and regulations.

Requirements

• Previous experience in banking required.
• Previous experience in customer service preferred.
• Excellent verbal and written communication skills.
• Able to multitask and work efficiently in a fast-paced environment.
• Strong problem-solving abilities and attention to detail.
• Proficient with computer systems and customer management software.