
Contact Center Representative – Level 1
Posted 23 hours ago

Posted 23 hours ago
• Provide exceptional customer service to both external and internal clients, ensuring their financial requirements are satisfied.
• Safeguard customer accounts and information by upholding privacy and accuracy; strictly adhere to call authentication protocols.
• Comply with all relevant banking regulations.
• Recognize and escalate calls that involve concerns or suspicious activities as necessary.
• Suggest solutions to resolve customer issues, ensuring first-call resolution through effective dialogue with management and relevant partners.
• Promptly and effectively document and address complaints in accordance with complaint management policies.
• Complete customer file maintenance, transactions, and requests in alignment with internal policies and procedures.
• Maintain compliance with call quality and service standards.
• Actively engage in call quality reviews and coaching sessions, applying feedback to meet or exceed individual and departmental goals.
• Educate customers about the range of products and services offered by Apple Bank.
• Promote digital banking solutions to encourage customer self-service.
• Ensure adherence to call classification wrap-up codes, sales call logging, and Calabrio metadata logging during each customer interaction.
• Address general inquiries, provide basic ATM and debit card support, assist with online banking queries, third-party vendor inquiries, and general questions regarding products and services.
• Execute additional duties and responsibilities as assigned.
• A high school diploma or GED is mandatory.
• 0-1 years of experience in a banking setting is preferred; call center experience is beneficial, along with familiarity with online banking applications.
• Strong interpersonal skills and excellent verbal and written communication abilities.
• Outstanding customer service skills.
• Superior analytical and problem-solving capabilities.
• Bilingual proficiency in Spanish is considered advantageous.
• Exhibits polished telephone etiquette and the ability to provide consistent service quality under pressure.
• Proficient in Microsoft Office applications, including Word, Excel, and PowerPoint.
• Knowledgeable about online and mobile banking platforms as well as bill payment services.
• Maintains a positive, team-oriented attitude.
• Capable of effectively multitasking across various systems.
• Willingness to work a flexible schedule, including evenings and weekends.
• Ability to consistently follow a set schedule.
• Weekend and Evening Shift Availability Preferred
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