Banking Customer Care Pro

United Bank; United States; Remote; USD 32,000 - 42,000; Full time

Job summary

United Bank is seeking a Customer Care Specialist to provide exceptional service to customers via telephone and email, while learning all bank products and collaborating with multiple lines of business to support resolutions in servicing customers.

The role requires strong communication, active listening, privacy and security awareness, and the ability to handle account inquiries, online banking questions, and basic product recommendations with a professional demeanor.

Qualifications

• High School diploma or equivalent.
• Minimum of one year of call center or banking experience.
• Excellent verbal and written communication skills; Verbal and written communication skills in Spanish a plus.
• Proficient in Microsoft Office products and Windows-based systems.
• Ability to work in a structured fast-paced and ever-changing environment.

Responsibilities

• Answer inbound Customer and Branch calls in a courteous and professional manner.
• Utilize listening skills to understand the Customer’s concern.
• Ensure privacy and security through proper Customer authentication.
• Assess Customers’ needs by asking the right questions.
• Provide exceptional Customer Service with a professional demeanor.
• Respond to account inquiries, account maintenance, loan questions, online banking troubleshooting, and basic banking information.
• Troubleshoot and resolve first level Customer complaints promptly.
• Stay up to date on products, procedures and training.
• Build relationships with Customers, Branches and internal Lines of Business.
• Take ownership of calls from start to finish with timely follow up.
• Recommend products and services such as online banking, mobile app, Zelle, Telebanc to better serve needs.

Skills

Active listening

Customer service

Verbal communication

Written communication

Spanish

Education

High School diploma or equivalent

Job description

United Bank is seeking a Customer Care Specialist to provide exceptional service to customers via telephone and email, while learning all bank products and collaborating with multiple lines of business to support resolutions in servicing customers.

The role requires strong communication, active listening, privacy and security awareness, and the ability to handle account inquiries, online banking questions, and basic product recommendations with a professional demeanor.