Banking Customer Service Specialist (Inbound Calls)

UMB Bank; Sacramento (CA); On-site; USD 34,000 - 50,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching program

Annual incentive pay

Paid holidays

Medical, dental, vision insurance

Job summary

UMB Bank is hiring for a Consumer Services Specialist to deliver a superior customer experience and build relationships with customers via inbound service calls. The role involves handling questions, resolving issues, and promoting banking products across systems.

Qualifications include a high school diploma, strong English, 1–2 years in customer service, and knowledge of basic banking products. Training, performance metrics, and shifts across M–F 7am–8pm CT and Sat 8am–5pm CT are part of the

Qualifications

• Must have a High School Diploma or equivalent.
• 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

• Interact with customers over the phone by accessing multiple systems in order to answer a variety bank related questions, provide information, resolve problems and cross sell appropriate products.
• Continue learning and maintaining skills through classroom training, self-paced online learning and the review of regular department communications.
• Performance will be measured based on call quality, talk time, cross sale success rate and demonstration of target competencies with monthly incentive opportunity.
• Other duties as assigned.

Skills

Customer service

English proficiency

Multisystem access

Privacy regulations

Assessment readiness

Phone interaction

Cross-selling

Education

High School Diploma or equivalent

Tools

Banking systems

Job description

UMB Bank is hiring for a Consumer Services Specialist to deliver a superior customer experience and build relationships with customers via inbound service calls. The role involves handling questions, resolving issues, and promoting banking products across systems.

Qualifications include a high school diploma, strong English, 1–2 years in customer service, and knowledge of basic banking products. Training, performance metrics, and shifts across M–F 7am–8pm CT and Sat 8am–5pm CT are part of the