Banking Inbound Support Specialist

UMB Bank; Tallahassee (FL); 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

comprehensive benefits including Med/D

Health savings, FSAs, dependent care

adoption assistance

employee assistance program

fitness reimbursement

tuition reimbursement

associate wellbeing program

associate emergency fund

banking benefits

Job summary

UMB Bank in Florida is hiring for a Consumer Services Specialist to handle inbound service center calls and build strong relationships with customers. You will address bank-related questions, provide information, and cross-sell suitable products from multiple systems.

The role involves ongoing training, performance-based incentives, and the opportunity to participate in a broad benefits program.

Qualifications

• High School Diploma or equivalent.
• Proficient in the English language.
• 1-2 years 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

Phone support

Multitasking

English proficiency

Education

High School Diploma

Tools

Banking systems

Job description

UMB Bank in Florida is hiring for a Consumer Services Specialist to handle inbound service center calls and build strong relationships with customers. You will address bank-related questions, provide information, and cross-sell suitable products from multiple systems.

The role involves ongoing training, performance-based incentives, and the opportunity to participate in a broad benefits program.