Purpose

The Care Center Specialist is required to be knowledgeable and skilled in performing a full range of customer service telephone support activities while professionally greeting the customer and promptly responding to their inquiries. This position is responsible for resolving issues within given authority and ensuring customer satisfaction. In addition, this position will perform various operational duties as assigned.

Primary Duties

The primary duties and responsibilities will include, but not limited, to the following:

1. Adheres to the Bank’s Mission, Vision, Core Values and Core Purpose while providing customers with timely, responsive, and exceptional service in accordance with the Bank’s customer service standards.
2. Possesses knowledge of our core system and products/services with the ability to recognize, research, and resolve account issues in a timely manner.
3. Determines appropriate response or direction for the caller to ensure customer satisfaction.
4. Recognizes and alert caller trends to the supervisor.
5. Follows up on customer calls, as necessary.
6. Processes account balance or transfer requests, stop payment orders, and/or other such customer requests or authorizations from callers within given authority.
7. Possesses knowledge of our digital banking platform to support customers with basic online/mobile banking and bill pay inquires, as well as assist with subject reports.
8. Processes return mail including contacting customers to verify changes of address.
9. Conducts a variety of routine operational tasks as assigned, including but not limited to CenterDoc verification for new accounts and loans, etc.
10. Displays willingness to learn new tasks within Care Center, Digital Banking, and Deposit Operations.
11. Performs other duties as assigned and directed by management.

Qualifications

The applicant must possess strong verbal communication and problem-solving skills, as well as be attentive to the needs of the customer. Additionally, the applicant must display professionalism, provide prompt, efficient and courteous service to callers, and be knowledgeable of bank products/services. Must possess certain qualities including adaptability, active listening, and time management skills to maximize productivity and commitment. Must be proficient in NuPoint, Microsoft Word and Excel. Positive attitude and the ability to multitask are required. High school diploma with a minimum of one year banking experience and/or call center experience preferred.

Working Conditions

Duties are performed in an office environment in a professional business setting. Position may require travel to community events/meetings, internal meetings/trainings and to banking centers.

Physical and/or Mental Requirements

May be required to sit for extended periods of time while performing job duties. May be required to lift and carry up to 20 pounds in the form of paperwork, files, or other items. Must be able to concentrate for extended periods of time, paying attention to detail.

Benefits Offered

Health, Dental, Vision, Life Insurance, Vacation, Sick Time, 401K Match, ESOP, Tuition Reimbursement, Short-Term and Long-Term Disability, Paid Holidays, EAP.

EEO/AA/Disability/Vets

Purpose

The Customer Service Representative position will provide excellent banking services to customers in a professional manner. Provide the customer and/or potential customer with a clear understanding of the technical aspects and benefits of products and services offered.

Primary Duties

The primary responsibilities will include but are not limited to the following:

• Adheres to the Bank’s Mission, Vision, Core Values and Core Purpose while providing customers with timely, responsive, and exceptional service in accordance with the Bank’s customer service standards.
• Processes all financial transactions in an accurate and timely manner, accepts deposits, cashing checks, disbursing cash and loan payments. Completes transactions according to established guidelines.
• Responsible for managing and balancing cash drawer.
• Processes cashier checks.
• Utilizes teller capture.
• Provides industry leading customer service. Build customer loyalty; establish customer relations through eye-contact, courtesy and friendliness, including addressing each and every customer by name.
• Handles balance inquiries and resolves problems.
• Ensure compliance with internal controls, operational procedures and all applicable policies and procedures.

Working Conditions

Duties are performed in an office environment in a professional business setting. Position may require travel when attending community events/meetings, internal meetings/trainings and to banking centers.

Benefits Offered

Health, Dental, Vision, Life Insurance, Vacation, Sick Time, 401K Match, ESOP, Tuition Reimbursement, Short-Term and Long-Term Disability, Paid Holidays, EAP.

Qualifications

To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. High School diploma or equivalent required. Cash handling experience preferred. Working knowledge of Microsoft Suite products preferred. Must enjoy working with the public on a daily basis. Requires good phone etiquette and the ability to handle difficult customers in a tactful manner. Must be customer service oriented. Must be able to demonstrate aptitude to handle sensitive operational transactions and customer relationships. Must be able to interact as a member of the team, be able to multi-task and be self-sufficient. This position requires demonstrated social skills, professional grooming and adherence to the First United Bank dress code.

Physical and/or Mental Requirements

May be required to sit for extended periods of time while performing job duties. May be required to lift and carry up to 20 pounds in the form of paperwork, files, or other items. Must be able to concentrate for extended periods of time, paying attention to detail.

EEO/AA/Disability/Vets