Banking Client Care Specialist

United Fidelity Bank; Town of Florida (NY); On-site; USD 32,000 - 42,000; Full time

Job summary

United Fidelity Bank is seeking a Client Care Specialist to serve as the friendly, knowledgeable voice of the bank. You will handle inquiries via phone, email, and web, resolve issues by researching and troubleshooting, and support other departments during downtime.

Ideal candidates have a high school diploma or GED, 2–3 years of customer service or call center experience, and preferred banking background. The role involves typical office duties with occasional travel and overtime as needed.

Qualifications

• High School graduate required or GED accepted.
• 2-3 years of customer service experience required.
• Banking experience preferred.
• 2-3 years of call center experience preferred.

Responsibilities

• Provide exceptional phone service, email, and web correspondence to customers.
• Refer and route customer calls to appropriate bank personnel and departments.
• Engage in active listening to understand customer needs and offer solutions.
• Escalate unresolved issues and follow up as needed.
• Upsell bank products when opportunities arise.
• Document all call information according to procedures.
• Assist with Retail Online Banking, Mobile Banking, Debit Cards and other digital banking areas.
• Process account transfers, stop payments, deposits and other maintenance requests.

Skills

Interpersonal skills

Communication skills

Problem-solving

Organization

Microsoft Office

Integrity

Team player

Education

High School Diploma (GED acceptable)

Job description

United Fidelity Bank is seeking a Client Care Specialist to serve as the friendly, knowledgeable voice of the bank. You will handle inquiries via phone, email, and web, resolve issues by researching and troubleshooting, and support other departments during downtime.

Ideal candidates have a high school diploma or GED, 2–3 years of customer service or call center experience, and preferred banking background. The role involves typical office duties with occasional travel and overtime as needed.