Banking Customer Support & Sales Specialist

Horicon Bank; Horicon (WI); On-site; USD 32,000 - 52,000; Full time

Job summary

Horicon Bank is seeking a Customer Support Center Representative to provide accurate, efficient service to internal and external customers by phone, email, or secure message.

You will promote Horicon Bank products, handle account maintenance, process openings, and resolve inquiries while adhering to bank policies and safeguarding confidential information.

This role requires strong communication, ability to multitask, and willingness to stay current on fraud trends.

Qualifications

• High school diploma and at least two years of banking experience.
• Proficient with Office Suite (MS Word and MS Excel) and general computer literacy.
• Knowledge of bank functions, products, policies, and procedures.
• Excellent verbal and written communication and customer service skills.
• Ability to plan, prioritize, multi-task, and safeguard confidential information.

Responsibilities

• Provide accurate, efficient service to internal and external customers via email, secure message, or phone.
• Promote and sell Horicon Bank products through inbound/outbound calls.
• Address questions about products, services, and procedures by phone, email, or secure messaging.
• Review and resolve errors or complaints received by phone, email, or secure messaging.
• Support internal customers via a direct support line and assist with account maintenance.
• Process address changes, account maintenance, transfers, and card inquiries.
• Review online applications and process account openings via Digital Branch.
• Prepare documentation and reports for Customer Support Center activities.
• Stay current on fraud trends to protect customers.

Skills

Customer service

Communication skills

Multitasking

Data analysis

Judgment under pressure

Education

High school diploma

Tools

Office Suite

MS Word

MS Excel

Job description

Horicon Bank is seeking a Customer Support Center Representative to provide accurate, efficient service to internal and external customers by phone, email, or secure message.

You will promote Horicon Bank products, handle account maintenance, process openings, and resolve inquiries while adhering to bank policies and safeguarding confidential information.

This role requires strong communication, ability to multitask, and willingness to stay current on fraud trends.