Customer Care Center Associate

Centennial Bank; Amarillo (TX); On-site; USD 32,000 - 42,000; Full time

Job summary

Centennial Bank in Amarillo, TX is seeking a Customer Care Center Associate to handle customer inquiries by phone, promote bank products, and refer customers to other departments. The role focuses on privacy, accuracy, and timely resolutions while maintaining compliance with banking rules.

The position requires basic education with clerical skills, solid communication, and familiarity with banking products.

Qualifications

• High school diploma or GED with basic clerical skills.
• Ability to read policies and procedures and write routine notes.
• Experience in customer service or call center is preferred.

Responsibilities

• Answer incoming calls from customers about Retail Accounts and services.
• Quote CD rates, loan payoffs, and respond to general loan questions.
• Explain bank products and promotions to customers.
• Refer customers to appropriate departments as needed.
• Process check orders, eBanking, and card-related requests.
• Investigate and resolve disputes and refunds where applicable.
• Search Bankway for customer inquiries and update records.
• Identify cross-sell opportunities during calls.
• Process transfers and stop payments as requested.
• Handle disputes for Debit Card, Zelle, Bill Pay, and ACH.
• Request eBanking access and card limit adjustments.
• Troubleshoot Bill Pay issues and document issues in logs.
• Maintain a daily call log and adhere to assigned schedule.
• Complete required compliance training and stay alert on duties.
• Perform additional related duties as assigned.
• Operate with safety and customer privacy in mind.
• Demonstrate flexibility for shift times including weekends if needed.

Skills

Customer service

Call center

Communication

Education

High school or GED

Tools

10-Key

Accounting

Alphanumeric Data Entry

Presentation/PowerPoint

Spreadsheet

Word Processing/Typing

Job description

Amarillo-Taylor Branch
Amarillo, TX 79101, USA

• On-site
• Full-Time
• Requisition #: CUSTO014966

Description

GENERAL DESCRIPTION OF POSITION

The Customer Care Center Associate receives and responds to customer inquiries by phone while maintaining tight control of customer identity and privacy. The Customer Care department complies with all legal and regulatory guidelines related to Call Center operation and specific customer transactions. The Customer Care Associate improves customer service by obtaining resolution to customer issues or concerns in a timely manner. The Customer Care Center Associate evaluates cross selling opportunities by referring customers to other departments within the bank.

ESSENTIAL DUTIES AND RESPONSIBILITIES

1. Answer incoming phone calls from customers regarding all types of Retail Accounts.

2. Quote CD Rates, loan payoffs and resolve loan general questions.

3. Maintain a thorough understanding of marketing promotions and bank products.

4. Review complaints, issues or concerns and refer customers to other bank personnel.

5. Take information and perform maintenance on check orders, internet and telephone banking, ATM/debit cards.

6. Review, research and process limited refund decisions.

7. Perform research on Bankway for customer inquiries.

8. Identify cross selling opportunities through customer interactions.

9. Verify and complete telephone transfer of funds and stop payment requests.

10. File Debit Card, Zelle, Bill pay and ACH disputes.

11. Request EBanking adds and updates.

12. Request Debit Card Limit Increases.

13. Research and assist with Bill Pay trouble shooting.

14. Maintain a daily call log of each call taken.

15. Adhere to assigned work schedule and remain flexible for shifts that include the hours of 7 am - 7 pm Monday - Friday and 8 am - 2 pm on Saturdays.

16. Completes required BSA/AML training and other compliance training as assigned.

17. The ability to work in a constant state of alertness and in a safe manner. This duty is performed daily.

18. Perform any other related duties as required or assigned.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

EDUCATION AND EXPERIENCE

High school or GED, plus specialized schooling and/or on the job education in a specific skill area; e.g. data processing, clerical/administrative, equipment operation, etc, plus 12 to 18 months related experience and/or training, or equivalent combination of education and experience.

COMMUNICATION SKILLS

Ability to read and understand documents such as policy manuals, safety rules, operating and maintenance instructions, and procedure manuals; ability to write routine reports and correspondence. ability to effectively communicate information and respond to questions in person-to-person and small group situations with customers, clients, general public and other employees of the organization.

MATHEMATICAL SKILLS

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts such as fractions, ratios, and proportions to practical situations.

CRITICAL THINKING SKILLS

Ability to solve practical problems and deal with a variety of known variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, or diagram formats.

REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS

Not indicated.

PREFERRED CERTIFICATES, LICENSES, REGISTRATIONS

Not indicated.

SOFTWARE SKILLS REQUIRED

Basic: 10-Key, Accounting, Alphanumeric Data Entry, Presentation/PowerPoint, Spreadsheet, Word Processing/Typing

WORKING CONDITIONS

Somewhat disagreeable working conditions. Continuously exposed to one or two elements such as noise, intermittent standing, walking, pushing, carrying, or lifting. May involve some travel and/or work is at times, in the evening or during the night hours.

ENVIRONMENTAL CONDITIONS

The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

PHYSICAL ACTIVITIES

The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations.

Highly repetitive, low physical. Highly repetitive type of work which requires concentration in the performance of tasks for consistent time cycles as prescribed by the tasks.

While performing the functions of this job, the employee is continuously required to sit, use hands to finger, handle, or feel, talk or hear; occasionally required to stand, walk. The employee must occasionally lift and/or move up to 25 pounds; frequently lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision.

ADDITIONAL INFORMATION

• 1 year experience in Customer Service, Call Center experience preferred but not required
• 1 year experience using personal computers
• Experience using Microsoft Office products
• Proficient telephone skills
• Ability to sit for long periods
• Knowledge of bank products, policies/procedures is preferred, but not required

Qualifications

Education

Preferred

High School or better.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.