Customer Solutions Specialist
COMMUNITY NATIONAL BANK
Midland, TX, United States
about 1 month ago
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Role details
Contract type
Permanent contract
Employment type
Full-time (> 32 hours)
Working hours
Shift work
Job source
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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