Banking Customer Support Specialist

Fishback Financial Corporation; San Francisco (CA); On-site; USD 3,031,000 - 4,684,000; Full time

Benefits offered by this job

Comprehensive Healthcare Benefits

401(k) & ESOP Profit Sharing

Wellness Program

Student loan repayment assistance

Job summary

First Bank & Trust is seeking a Customer Service Representative to respond to incoming telephone calls from customers and bank employees, addressing customer accounts and related services in line with policy and service standards.

The role supports staff across bank operations and emphasizes confidentiality, relationship growth, and adherence to procedures. Strong communication and teamwork are essential in this small team environment.

Qualifications

• Associate's degree plus two years of experience in a related field or the equivalent.
• Excellent oral and written communication skills.
• Ability to work independently and as a team.
• Proven customer service, judgment, and organizational skills.
• Excellent computer skills.

Responsibilities

• Respond to customer phone inquiries regarding a full range of customer transactions and banking products, services, and online banking.
• Ensure customer confidentiality.
• Seek opportunities to retain, expand, and attract customer relationships.
• Assess customer needs and make recommendations regarding options available.
• Adhere to established policies and procedures regarding appropriate resolution of customer complaints.
• Demonstrate effective decision making in determining corrections, fee waivers, and refunds.
• Inform Management of irregular or recurring problems and suggest improvements to better the service provided by the Call Center.
• Be responsible for promoting the bank’s philosophy of excellent customer service.
• Attend all meetings and required training deemed necessary by the Call Center Supervisor.
• Act in accordance with policies and procedures as set forth in the employee handbook.
• Adhere to compliance training.

Skills

Communication skills

Customer service

Computer skills

Team orientation

Independent work

Education

Associate's degree

Job description

First Bank & Trust is seeking a Customer Service Representative to respond to incoming telephone calls from customers and bank employees, addressing customer accounts and related services in line with policy and service standards.

The role supports staff across bank operations and emphasizes confidentiality, relationship growth, and adherence to procedures. Strong communication and teamwork are essential in this small team environment.