Client Care Specialist I: Banking & Digital Support

The Cape Cod Five Cents Savings Bank; Orleans (MA); On-site; USD 42,000 - 52,000; Full time

Job summary

The Cape Cod Five Cents Savings Bank is hiring a Client Care Specialist I to deliver superior service via calls and emails about client accounts and Mutual Bancorp products. The role emphasizes understanding client needs, resolving inquiries, and accurately documenting interactions in our CRM system.

The position requires a High School diploma or GED, at least one year of customer service experience, and solid skills in communication, problem solving, and digital banking.

Qualifications

• High School degree or GED and willingness to pursue higher education.
• One year of customer service experience.

Responsibilities

• Deliver superior client service via inbound/outbound calls and emails about accounts.
• Document all client interactions in CRM accurately reflecting resolution.
• Authenticate clients per guidelines to prevent fraud and protect accounts.
• Assist in client support for online and mobile banking.
• Provide support for other departments as needed.
• Recommend bank products based on client needs and approved authority.
• Escalate when required and meet service level deadlines and targets.
• Comply with confidentiality, privacy policies, and regulations.

Skills

Customer service

Clear communication

Listening skills

Problem solving

Digital banking knowledge

MS Office

Cyber security awareness

Education

High School diploma/GED

Willingness to pursue higher education

Tools

CRM systems

MS Word/Excel

Account management software

Job description

The Cape Cod Five Cents Savings Bank is hiring a Client Care Specialist I to deliver superior service via calls and emails about client accounts and Mutual Bancorp products. The role emphasizes understanding client needs, resolving inquiries, and accurately documenting interactions in our CRM system.

The position requires a High School diploma or GED, at least one year of customer service experience, and solid skills in communication, problem solving, and digital banking.