Inbound Banking Customer Care Specialist

UMB Bank; United States; Remote; USD 22,000 - 31,000; Full time

Job summary

UMB Bank is hiring for a Consumer Services Specialist to deliver an unparalleled customer experience by handling inbound service center calls and building relationships with customers.

You will work with multiple bank systems to answer questions, resolve issues, and cross-sell suitable products while participating in classroom training and ongoing online learning. Performance is measured by call quality, talk time, cross-sell success, and compliance with privacy rules, with monthly incentives.

Qualifications

• High School Diploma or equivalent.
• Proficient in the English language.
• 1–2 years of customer service or similar work experience.
• Knowledge of basic banking products (checking, debit).
• Ability to operate multiple computer systems to access client information.
• Understanding of privacy regulations and customer authentication.

Responsibilities

• Interact with customers over the phone by accessing multiple systems in order to answer a variety bank related questions, provide information, resolve problems and cross sell appropriate products.
• Continue learning and maintaining skills through classroom training, self-paced online learning and the review of regular department communications.
• Performance will be measured based on call quality, talk time, cross sale success rate and demonstration of target competencies with monthly incentive opportunity.
• Other duties as assigned.

Skills

Customer service

English proficiency

Multisystem access

Privacy compliance

Training completion

Education

High School Diploma

Tools

Banking systems

CRM systems

Job description

UMB Bank is hiring for a Consumer Services Specialist to deliver an unparalleled customer experience by handling inbound service center calls and building relationships with customers.

You will work with multiple bank systems to answer questions, resolve issues, and cross-sell suitable products while participating in classroom training and ongoing online learning. Performance is measured by call quality, talk time, cross-sell success, and compliance with privacy rules, with monthly incentives.