Banking Customer Experience Advisor

United Fidelity Bank, fsb; Fort Walton Beach (FL); On-site; USD 32,000 - 52,000; Full time

Job summary

United Fidelity Bank is seeking a Client Care Specialist to be the friendly voice of the bank, delivering top-tier customer service via phone, email, and web channels. You will resolve inquiries, route calls, and support multiple departments, ensuring customers feel valued and informed.

Ideal candidates have 2–3 years of customer service experience, preferably in banking, with strong communication and problem-solving skills. This role is on-site with standard banking hours and potential overtime.

Qualifications

• High School Diploma or GED required; banking experience preferred.
• 2-3 years of customer service experience required; call center experience preferred.
• Banking knowledge and familiarity with Retail Online/Mobile Banking is a plus.

Responsibilities

• Provide exceptional phone, email, and web service to customers.
• Refer and route calls to bank personnel to meet customer needs.
• Practice active listening to clarify customer needs.
• Diffuse escalated concerns and escalate unresolved issues.
• Upsell products when appropriate and follow up on calls.
• Document all call information per procedures.
• Provide account information and assist with online/mobile banking.
• Process transfers, stop payments, deposits, and maintenance requests.
• Perform duties related to Bank Secrecy Act under guidance.

Skills

Customer service

Phone support

Active listening

Problem solving

Communication

Time management

Microsoft Office

Integrity

Team player

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

United Fidelity Bank is seeking a Client Care Specialist to be the friendly voice of the bank, delivering top-tier customer service via phone, email, and web channels. You will resolve inquiries, route calls, and support multiple departments, ensuring customers feel valued and informed.

Ideal candidates have 2–3 years of customer service experience, preferably in banking, with strong communication and problem-solving skills. This role is on-site with standard banking hours and potential overtime.