Customer Support & Banking Sales Specialist

WaterStone Bank; Oak Creek (WI); On-site; USD 32,000 - 48,000; Full time

Benefits offered by this job

Outstanding Medical, Dental, andVision

401(k) matching

Employee Stock Ownership Plan

Paid Time off

Paid Holidays

Flexible Spending Account

Pet Insurance

Job summary

WaterStone Bank in Oak Creek, WI seeks a Customer Support Center Representative to build strong customer relationships by delivering excellent service and promoting bank products. You will handle inquiries, assist callers with product knowledge, and help troubleshoot issues in a fast-paced environment.

The role requires 1–2 years in a call center or branch banking setting and sales-oriented experience; proficiency with Word, Excel, and Outlook is expected.

Qualifications

• 1-2 years experience in call center and/or branch banking environment.
• 1-2 years in a sales and goals-based environment.
• 2-4 years experience in call center environment (preferred).
• 2-4 years in a sales and goals-based environment (preferred).
• Ability to use and comprehend Microsoft Word, Excel and Outlook.

Responsibilities

• Conveys an impression of service reflecting favorably of individual, team, and bank standards.
• Demonstrates proper telephone etiquette; uses call center technology to route calls.
• Assists and educates internal and external callers with questions relating to product knowledge, account inquiries, and troubleshooting.
• Serves as a resource for internal and external callers on system related issues or questions regarding products and services.
• Verifies contact information for customers and updates as necessary; performs account inquiries and maintenance.
• Effectively uses online resources to ensure accuracy and communicates information clearly.
• Uses core processing system and tools to research and troubleshoot inquiries.
• Has strong knowledge of product lines and discusses benefits per caller needs.
• Proactively recognizes and creates opportunities to promote and sell bank products and services.
• Keeps knowledge of core processing system, tools, policies, procedures, and regulatory requirements.
• Keeps abreast of industry trends and external factors affecting the department and bank.
• Performs file maintenance, outbound campaigns, and other duties as assigned.

Skills

Call center experience

Sales & goals-based environment

MS Word

MS Excel

Outlook

Education

High School diploma or GED

Tools

MS Word

MS Excel

Outlook

Job description

WaterStone Bank in Oak Creek, WI seeks a Customer Support Center Representative to build strong customer relationships by delivering excellent service and promoting bank products. You will handle inquiries, assist callers with product knowledge, and help troubleshoot issues in a fast-paced environment.

The role requires 1–2 years in a call center or branch banking setting and sales-oriented experience; proficiency with Word, Excel, and Outlook is expected.