Hybrid Banking Call Center Specialist I

Canandaigua National Bank & Trust Co; Bushnell's Basin (NY); Hybrid; USD 28,000 - 37,000; Full time

Benefits offered by this job

Medical benefits

Paid time off

Retirement plan

Training opportunities

Tuition assistance

Volunteer programs

Wellness program

Banking perks

Job summary

Canandaigua National Bank is seeking a Call Center Specialist I in Pittsford, NY, offering a hybrid work option and full-time hours. The role centers on delivering superior banking assistance to CNB customers by phone and chat, while identifying customer needs and ensuring a positive experience across all banking services.

The ideal candidate will have a high school diploma or equivalent, 1+ year in customer service, 1+ year of banking experience, and strong communication skills.

Qualifications

• A high school diploma or equivalent with an emphasis in business curriculum; bank customer service representative training.
• A minimum of one (1) year of experience in a customer service focused role.
• A minimum of one (1) year of banking experience is required.
• Excellent communication and interpersonal skills.
• Must be able to work within a fast-paced team environment and prioritize tasks in the face of conflicting priorities.
• Ability to work in a confidential and time sensitive environment is essential.
• Moderate ability to analyze and categorize data.

Responsibilities

• Answer incoming calls placed by CNB customers and provide superior banking assistance.
• Complete training associated with product lines, internal operations and customer service functions.
• Become proficient in systems such as core banking, debit card administration, loan payment administration and bill pay services.
• Participate in the referral program and meet quarterly goals with qualified referrals.
• Log and manage customer activity and communication in the appropriate systems.
• Gain knowledge of laws and regulations impacting banking such as Bank Secrecy Act, anti-fraud and AML policies.

Skills

Customer service

Communication

Teamwork

Time management

Data analysis

Education

High school diploma or equivalent

Job description

Canandaigua National Bank is seeking a Call Center Specialist I in Pittsford, NY, offering a hybrid work option and full-time hours. The role centers on delivering superior banking assistance to CNB customers by phone and chat, while identifying customer needs and ensuring a positive experience across all banking services.

The ideal candidate will have a high school diploma or equivalent, 1+ year in customer service, 1+ year of banking experience, and strong communication skills.