Banking Customer Experience Specialist

UMB Bank; Hartford (CT); On-site; USD 32,000 - 52,000; Full time

Benefits offered by this job

Paid holidays

Medical insurance

Dental insurance

Vision insurance

Health savings account

Dependent care accounts

Employee assistance program

Tuition reimbursement

Job summary

UMB Bank in Hartford seeks a Consumer Services Specialist to deliver an unparalleled customer experience by handling inbound service center calls and building strong relationships with customers.

You will access multiple banking systems to answer questions, cross-sell products, and participate in ongoing training. Success is measured by call quality, efficiency, and cross-sale performance.

Qualifications

• High School Diploma or equivalent is required.
• Proficient in English.
• 1–2 years of customer service or similar work experience.
• Knowledge of basic banking products including checking, debit, and credit card accounts.
• Ability to interact with and manage multiple computer systems to access client information.
• Basic understanding of privacy regulations and the need to authenticate customers prior to discussing account information.
• Demonstrates the ability to learn and pass assessments/training certificates.
• Demonstrates pleasant phone and interaction skills with customers.

Responsibilities

• Handle inbound service center calls and deliver an unparalleled customer experience.
• Interact with customers over the phone by accessing banking systems to answer questions and resolve issues.
• Cross-sell appropriate banking products when suitable.
• Maintain skills through classroom training, online learning, and department communications.

Skills

Customer service

Communication

Multitasking

Banking knowledge

Education

High School Diploma or equivalent

Tools

Banking software systems

Job description

UMB Bank in Hartford seeks a Consumer Services Specialist to deliver an unparalleled customer experience by handling inbound service center calls and building strong relationships with customers.

You will access multiple banking systems to answer questions, cross-sell products, and participate in ongoing training. Success is measured by call quality, efficiency, and cross-sale performance.