Client Care Specialist I: Digital Banking & Service

The Cape Cod Five Cents Savings Bank; Hyannis (MA); On-site; USD 40,000 - 60,000; Full time

Job summary

The Cape Cod Five Cents Savings Bank is seeking a Client Care Specialist I to deliver outstanding service via calls and emails, resolving client inquiries with professionalism. The role leverages CRM systems and knowledge of Mutual Bancorp products to meet client needs and protect privacy.

Responsibilities include documenting interactions, supporting online banking, and coordinating with other departments to ensure high-quality client experiences in a banking environment.

Qualifications

• High School diploma or GED required; willingness to pursue higher education.
• 1 year of customer service experience or related work preferred.

Responsibilities

• Deliver superior client service via inbound/outbound calls and emails about accounts and Mutual Bancorp products.
• Document all client interactions in CRM; reflect interactions and resolutions.
• Authenticate clients per guidelines to protect clients and the bank.
• Assist in online/mobile and telephone banking support.
• Provide cross-departmental support and recommend bank products based on client needs.

Skills

Superior customer service

Verbal communication

Written communication

Problem solving

Multitasking

CRM systems

MS Office

Cybersecurity awareness

Education

High School diploma or GED

Tools

CRM software

Microsoft Office

Job description

The Cape Cod Five Cents Savings Bank is seeking a Client Care Specialist I to deliver outstanding service via calls and emails, resolving client inquiries with professionalism. The role leverages CRM systems and knowledge of Mutual Bancorp products to meet client needs and protect privacy.

Responsibilities include documenting interactions, supporting online banking, and coordinating with other departments to ensure high-quality client experiences in a banking environment.