Customer Experience Specialist - Finance

Honesdale National Bank; Chinchilla (PA); On-site; USD 42,000 - 58,000; Full time

Job summary

The Honesdale National Bank is seeking a Customer Experience Associate to enhance client satisfaction in our finance and insurance services. This role emphasizes understanding customer needs, resolving inquiries efficiently, and providing accurate information about financial products and services.

The ideal candidate will have strong communication skills, CRM experience, and a commitment to exceptional service.

Qualifications

• Minimum 1–2 years in customer service, preferably in finance/insurance.
• Strong written and verbal communication; ability to explain complex information clearly.
• Proficiency with CRM software and standard office applications.

Responsibilities

• Respond promptly to customer inquiries via phone, email, and chat with clear, accurate product guidance.
• Assist customers with account updates, transactions, and troubleshooting.

Skills

Customer service

Verbal and written communication

CRM proficiency

Education

High school diploma or equivalent

Tools

CRM software

Office applications

Job description

The Honesdale National Bank is seeking a Customer Experience Associate to enhance client satisfaction in our finance and insurance services. This role emphasizes understanding customer needs, resolving inquiries efficiently, and providing accurate information about financial products and services.

The ideal candidate will have strong communication skills, CRM experience, and a commitment to exceptional service.