Client Care Specialist I - Banking Support & Service

Cape Cod 5; United States; Presencial; USD 30.000 - 33.000; Jornada completa

Descripción de la vacante

Cape Cod 5 is seeking a Client Care Specialist I to deliver exceptional service through inbound and outbound calls, handling inquiries, resolving issues, and providing accurate information with professionalism and care. You will understand caller needs and resolve most inquiries independently using our systems.

Role emphasizes knowledge of Mutual Bancorp products, online/mobile banking support, and collaboration with other departments to ensure high-quality client experiences.

Formación

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

Responsabilidades

• Deliver superior client service via inbound/outbound calls and emails about accounts and Mutual Bancorp products.
• Document all client interactions in CRM accurately reflecting interaction and resolution.
• Authenticate clients following enterprise guidelines to properly identify and protect clients and detect fraud.
• Assist in online/mobile banking and telephone banking support.
• Provide support for other departments as needed.
• Recommend Cape Cod 5 and Fidelity Bank products using a client need-based assessment.

Conocimientos

Superior customer service

Written communication

Verbal communication

Problem solving

Multitasking

Digital banking platforms

CRM systems

Microsoft Office

Educación

High School diploma or GED

Herramientas

Microsoft Word

Excel

CRM databases

Windows OS

Descripción del empleo

Cape Cod 5 is seeking a Client Care Specialist I to deliver exceptional service through inbound and outbound calls, handling inquiries, resolving issues, and providing accurate information with professionalism and care. You will understand caller needs and resolve most inquiries independently using our systems.

Role emphasizes knowledge of Mutual Bancorp products, online/mobile banking support, and collaboration with other departments to ensure high-quality client experiences.