American Savings Bank
Linkedin · Posted 12d ago
Customer Call Center Lead
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Indexed description
Primary Purpose Of JobProvides outstanding customer service in the Customer Banking Center (CBC) by addressing questions and/or issues from customers and teammates and resolves more complex client issues and partners with CBC Managers in preparing for and leading team huddles and various team/department activities. Strives to deepen the customer relationship by identifying appropriate products & services and refers customers to other Bank representatives, as appropriate.
Major Job Accountabilities
- Intakes customer inquiries within the Customer Banking Center, addressing customer inquiries in a professional and courteous manner. Researches situations, as necessary, to resolve concerns. May be called upon to handle escalated interactions, as situation warrants.
- Ensures that all information pertaining to customer interactions is appropriately documented in Customer Banking Center systems in order to analyze patterns and trends in the customer experience.
- Identifies opportunities to deepen the customer relationship by recommending bank products and/or services to meet the customer needs. Refers customers to other bank representatives, as appropriate.
- Supports the onboarding and training of new CBC Representatives, assisting with questions/issues that arise, and providing guidance on how to handle various customer issues.
- Provides oversight/approvals for client fee/service charges and reversals/waivers provided by CBC representatives. Monitors, advises, and resolves operational exceptions such as customer verification, fraud, various limit increases, etc.
- Performs work at the assigned work location.
- Minimum three (3) years of experience in Customer Service for a retail or financial institution (call center or other customer-facing role).
- Demonstrated customer service skills that include proven ability to handle difficult customer interactions.
- Demonstrated time management skills, and completing tasks in a proactive manner with a sense of urgency.
- Excellent verbal and written communication skills.
- Proficient in the use of Microsoft Office (Word, Outlook).
- Possesses basic mathematical skills and is proficient in the use of calculators.
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