Banking Customer Care Specialist II

Union Savings Bank - CT

New Milford (CT)

On-site

USD 42,000 - 59,000

Full time

4 days ago

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Job summary

Union Savings Bank - CT is seeking a Customer Service Center Specialist II to support both consumer and business customers across phone, chat, and digital channels. The role emphasizes resolving complex service requests, processing loan applications, and cross-selling appropriate banking solutions.

Responsibilities include maintaining product knowledge, handling high call volumes, logging interactions in CRM, and collaborating on training and achieving service and sales goals in a fast-paced

Qualifications

High School Diploma or GED or better.
2-3 years Banking Experience.
1-2 years Call Center Experience.
NMLS license is required.

Responsibilities

Maintain a positive, professional tone with customers.
Maintain up-to-date knowledge of USB products/services including digital banking.
Handle high call volume and resolve complex service requests.
Log call details and customer interactions in CRM.
Cross-sell USB products and services with confidence.
Process new credit card applications and consumer loan applications.
Respond to inquiries via chat/SMS, online banking messages and email.
Escalate issues to supervisor when appropriate.
Support team development and training as directed by management.

Skills

Customer service

Call center

CRM systems

Digital banking

Cross-selling

Education

High School Diploma or GED

NMLS license

Tools

CRM software

Online banking platforms

Job description

Responsibilities include maintaining product knowledge, handling high call volumes, logging interactions in CRM, and collaborating on training and achieving service and sales goals in a fast-paced

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