Centier Bank
ClientSolutionsCenterSpecialist
“Client Solutions Center Specialist at Centier Bank. Skills: Client Experience, Sales, Service. Provide outstanding client experience. Respond to client inquiries”
Industry & Context.
Ability to work through client concerns
Open availability to work all days and hours listed is required, Availability to work evenings and weekends
What They're Looking For.
Must Have
High school diploma or equivalent, 1-2 years customer service phone experience preferred, High-speed internet connection required (when working remotely)
Nice to Have
Banking experience helpful
What You'll Do.
Provide outstanding client experience
Respond to client inquiries
Address client concerns
Educate clients on financial products
Refer or sell appropriate products
Handle and resolve client problems
Follow key performance behaviors
Own the client experience
Stay up to date with pertinent information
Maintain files for projects
Engage in personal development
Learn and adhere to policies
Maintain working knowledge of products
Assist clients navigate digital platforms
Establish rapport with clients
Recommend and explain solutions
Refer clients to online platform
Identify opportunities to refer clients
Build client relationships
Educate on new products
Act as liaison for clients
Complete and process forms
Line of credit checks
Assist clients with fraud resolution
Respond to voicemails
Log client interactions
Educate clients on digital platform
Utilize system for transactions
Troubleshoot digital platform
Follow up on client calls
Route calls and inquiries
Participate in coaching sessions
Recommend process improvements
How You'll Work.
Communication Scope
written; verbal
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