Banking Customer Service Advisor

Insight Global; Remote; USD 60,000 - 80,000; Full time

Job summary

A local bank in Cincinnati is seeking an Online Service Support member to engage with customers through various digital channels. Responsibilities include addressing customer inquiries, handling account transactions, and maintaining a professional image. Ideal candidates should have over 3 years of customer service experience, proficiency in relevant tools, and excellent writing skills. Compensation is between $16/hr and $18/hr, with benefits starting from day one, including health insurance and 401k matching.

Benefits

Medical insurance

Dental insurance

Vision insurance

401k retirement plan

Paid sick leave

Qualifications

• 3+ years of customer service experience required.
• Comfortable completing 35+ conversations daily.
• Proficient in Excel and Word.

Responsibilities

• Answer customer inquiries through digital channels.
• Perform customer account transactions accurately.
• Resolve customer issues efficiently.

Skills

Customer service

Banking

Finance

Proficient writing skills

Communication skills

Education

GED/Associates degree

Tools

Microsoft Excel

Microsoft Word

Online chat tools

Job description

An employer in the Cincinnati, OH area is seeking an Online Service Support member to join their team. These employees will be joining their Client First Center and are responsible for engaging with customers through a variety of service channels, which may include email, social media and/or online chat. These employees are to represent a local bank well by presenting a positive, professional image while meeting or exceeding customer expectations. The ideal candidate is comfortable being seated the majority of the day working online to resolve any issues that may come up with personal banking or small business clients.

Responsibilities

• Answer customer inquiries received through digital channels such as secured conversations relating to bank products and services.
• Recognize sales opportunities and send referrals to the Direct Channel team.
• Perform customer account transactions and maintenance activities accurately.
• Ability to meet productivity targets while resolving issues within quality guidelines.
• Remain current on products, services, policies and procedures.
• Resolve customer issues through account research and utilization of support materials and resources.
• File feedback cases on behalf of clients who express dissatisfaction with the bank’s products, services, client support, etc.
• Strive for first contact resolution of customer inquiries, transactions and problem resolution.
• Ability to deescalate customer requests requiring additional knowledge or expertise as defined by department leadership.
• Identify possible fraud and respond according to bank policies and procedures.

Required Skills and Experience

• Banking, Finance, money management
• 3+ years of customer service
• Proficient in excel, word, online chat/ communications
• Comfortable with completing 35+ complains or conversations daily
• Proficient writing skills
• GED/ Associates

Nice to Have Skills and Experience

• Bachelors Degree
• Professional work environment
• Working with small businesses
• Cash Management

Compensation

$16/hr - $18/hr. Exact compensation may vary based on several factors, including skills, experience, and education.

Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.