Bank Customer Experience Specialist I

Heartland Bank and Trust Company; Springfield (IL); On-site; USD 24,000 - 30,000; Full time

Job summary

Heartland Bank and Trust Company in Springfield, IL is seeking a Customer Care Representative I to provide information and solutions to callers about bank products and services. You will handle inquiries via phone, email, and chat, resolve issues promptly, and aim to retain and grow customer relationships through service and cross-selling.

The role emphasizes clear communication, problem-solving, and the ability to multi-task in a fast-paced, customer-focused environment.

Qualifications

• HS Diploma or GED and minimum 1 year retail, office, bank or other customer service experience preferred.

Responsibilities

• Answer inquiries about products, services, policies, and deposits; provide balances and account info; diffuse conflicts to ensure customer satisfaction.
• Demonstrate organizational and problem-solving skills - own the problem.
• Stay updated on company products and systems to resolve problems and promote customer relationships through service and cross sales.
• Refer and promote products and services that benefit customers; meet referral and sales goals.
• Demonstrate excellent verbal and written communication and the ability to work with a variety of people via phone, email, and chat.
• Demonstrate the ability to multi-task and shift focus to a different task quickly; be flexible to meet department needs.

Skills

Customer service

Communication skills

Problem solving

Cross selling

Education

HS Diploma or GED

Job description

Heartland Bank and Trust Company in Springfield, IL is seeking a Customer Care Representative I to provide information and solutions to callers about bank products and services. You will handle inquiries via phone, email, and chat, resolve issues promptly, and aim to retain and grow customer relationships through service and cross-selling.

The role emphasizes clear communication, problem-solving, and the ability to multi-task in a fast-paced, customer-focused environment.