Banking Customer Experience Pro: Sales & Support

Socket.dev; Topeka (KS); On-site; USD 32,000 - 42,000; Full time

Job summary

CoreFirst in Topeka is seeking a Customer Experience Specialist to be the primary contact for internal and external customers across calls, chats, and banking inquiries. You will promote products and refer customers to appropriate services, while delivering exceptional service in a fast-paced environment.

The role requires six months of teller or banking-related experience, a High School Diploma or equivalent, and strong courtesy and communication skills.

Qualifications

• Requires six (6) months CoreFirst teller experience or six (6) months of outside banking, call center, or customer service experience.
• High School Diploma or equivalent required.
• Courtesy, customer service, and tact are essential elements of the job.
• Ability to relate to and empathize with different personalities while remaining resolution- and solutions-oriented.

Responsibilities

• Answer incoming calls from external customers to assist them from start to finish by listening and asking questions
• Respond to website chat, electronic messages, and inquiries from external customers
• Transfers calls when needed beyond the scope of this role
• Answer questions regarding customer needs, concerns, and completing complex transactions
• Process banking products including deposits, loans, cards, and treasury services
• Assist with basic lending/deposit functions such as applications, interviewing, credit reports, loan recommendations
• Meet sales ratios and other goals set by management
• Support marketing activities and quarterly sales plans
• Assist with outbound calls to strengthen customer relationships
• Process internal customer transactions courteously and accurately
• Maintain internal records and branch logs

Skills

Courtesy

Customer service

Empathy

Communication

Microsoft Word

Excel

Outlook

Education

High School Diploma

Tools

Microsoft Word

Excel

Outlook

Job description

CoreFirst in Topeka is seeking a Customer Experience Specialist to be the primary contact for internal and external customers across calls, chats, and banking inquiries. You will promote products and refer customers to appropriate services, while delivering exceptional service in a fast-paced environment.

The role requires six months of teller or banking-related experience, a High School Diploma or equivalent, and strong courtesy and communication skills.