Customer Solutions Specialist

COMMUNITY NATIONAL BANK
Midland, United States of America
6 days ago

Role details

Contract type
Permanent contract
Employment type
Full-time (> 32 hours)
Working hours
Shift work
Languages
English

Job location

Midland, United States of America

Tech stack

Computer Literacy
Online Banking
Information Technology

Job description

  • Responsible for staying up to date on and complying with all applicable banking laws and regulations as well as CNB policies and procedures.
  • Utilize tact and experience-based knowledge to resolve customer complaints.
  • Assist customers with funds verification, phone transfers, statement research, wire transfer requests, debit card disputes over the phone and in person.
  • Resolve customer concerns or questions regarding their online banking and bill pay.
  • Re-indexing driver's licenses and SSN cards for all other branches to and from accounts.
  • File customer dispute forms for unauthorized purchases.
  • Assist new accounts representatives with signature card inquiries.
  • Verify all address changes are completed and make changes when necessary.
  • Contact customers when mail is returned to the bank for the first time.
  • Perform audits for hold mail and signature cards on a regular basis.
  • Monitor dormant account procedures.
  • Provide switchboard operator relief when needed.
  • Maintain regular and punctual attendance.
  • Work cooperatively with others.
  • Work overtime as needed.
  • Performs other duties as required or assigned which are reasonably within the scope of the duties in the job classification.

Requirements

  • Friendly customer etiquette on the phone and in person.
  • Professionalism with staff.
  • Ability to use good judgment when providing customer information.
  • Ability to operate various office machines.
  • Ability to deal effectively and tactfully with customers and personnel of other departments.
  • Ability to work in a team environment.
  • Ability to adapt to technological changes and apply new knowledge to responsibilities.
  • Ability to maintain good customer service even if conditions are not favorable ie., computer systems down, phone systems not working properly, staff shorthanded.

Working Conditions

  • Considerable effort and eyestrain from continuous computer use.
  • Busy office environment with varied noise and at times of heavy distraction.

Physical Requirements

  • Occasionally move office equipment, and files weighing 10+ pounds.
  • Constantly operates a computer, a calculator, copy machine, printer, and other office equipment.
  • Must be able to remain in a stationary position for long periods of time to process work and assist customers.

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