Banking Client Services Advisor — Five-Star Support

Hancock Whitney; New Orleans (LA); On-site; USD 32,000 - 42,000; Full time

Job summary

Hancock Whitney in New Orleans, LA seeks a Client Services Advisor I to deliver Five Star service to business and retail clients via email, chat, phone and social media. You will assist with Online Banking, Mobile, text banking, e-pay and related banking inquiries.

The role focuses on providing solutions, protecting client information and ensuring clients feel valued, while supporting deposits, loans and digital channels, under supervision of Senior Management.

Qualifications

• High school diploma or GED required.
• 1+ year experience in high client contact environment dealing with customer resolution in any industry.
• Contact Center or Banking experience preferred.

Responsibilities

• Provides Five Star service to our clients and technical assistance to answer questions and provide solutions for Online Banking, Mobile, text banking and e-pay.
• Supports Debit and ATM transactions to include Dispute handling and reporting/replacing lost or stolen ATM and Check cards.
• Identifies client financial needs, informs and recommends appropriate financial services or products on the telephone and gains customer agreement to refer to a Digital Banking team.
• Supports client servicing for deposits and loans
• Responsible for research with general banking items to include check and statement imaging, 1099/tax information, encoding errors, and the like.
• Completes financial transactions; transfers between accounts, payments on loans, and initiates scheduled transfers and Account Transfer Overdraft Protection.
• Recommends appropriate problem resolution, service, or department as necessary for further assistance and call resolution concerning client inquiries to enhance the clients experience.
• Other duties and special projects as assigned by Senior Management.
• Incumbent is required to comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act.

Skills

Customer service

Communication skills

Time management

Attention to detail

Problem solving

Education

High school diploma or GED

Job description

Hancock Whitney in New Orleans, LA seeks a Client Services Advisor I to deliver Five Star service to business and retail clients via email, chat, phone and social media. You will assist with Online Banking, Mobile, text banking, e-pay and related banking inquiries.

The role focuses on providing solutions, protecting client information and ensuring clients feel valued, while supporting deposits, loans and digital channels, under supervision of Senior Management.