Service Center Specialist

ADP, Inc.; Goleta (CA); Sur place; USD 30 000 - 39 000; Plein temps

Avantages offerts par ce poste

Competitive pay

401K matching

Bank gatherings & events

Résumé du poste

Montecito Bank & Trust is seeking a full-time Service Center Specialist to join the Bank Operations team in Goleta, CA. You will handle inbound calls professionally, assist teammates with calls, and research customer inquiries related to personal and business accounts and banking services.

The role emphasizes delivering a World Class Experience, with opportunities to grow within a community-focused bank that values service excellence and digital product support. An on-site schedule is required.

Qualifications

• Minimum of 1–3 years of recent banking experience including branch operations.
• 1 year of call center experience preferred.
• Ability to engage in sensitive and confidential conversations with customers.

Responsabilités

• Process, complete, and record all Service Center Daily Tasks between inbound calls, including verification of deposits and online banking messages.
• Complete paperwork and related customer transactions accurately while following policies.
• Maintain knowledge of bank products and services and explain benefits to customers.
• Respond to inquiries and maintenance requests about accounts and services in a timely, friendly manner.
• Identify sales opportunities and refer appropriate bank products and services.
• Keep accurate customer communications records and assist with call research when needed.
• Assist customers with Online Banking troubleshooting for personal and treasury cash management clients.

Connaissances

Customer service

Call center experience

Banking experience

Formation

High school diploma or equivalent

Description du poste

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Service Center Specialist

Regular Full-Time Goleta, CA, US

Salary Range: $29.60 To $39.00 Annually

Join Montecito Bank & Trust as anService Center Specialist!

As the largest locally owned community Bank on the Central Coast, Montecito Bank & Trust is committed to our founding principle: to make the communities we serve better places to live and work. We are always looking for talented professionals who are passionate about personalized service, community involvement, and innovation. By joining our team, we are dedicated to your career development and wellbeing, in and out of the workplace.

About the Role

Montecito Bank & Trust is seeking a full-time Service Center Specialist to join the team in our Bank Operations department. As a Service Center Specialist, you will deliver a World Class Experience to every customer when answering inbound calls in a professional and efficient manner and assist other team members with their calls as needed. Research and resolve customers’ inquiries and maintenance requests regarding personal and business accounts, Bank products, and other banking services. Support the Bank’s digital products including Online Banking, Mobile Banking, Telephone Banking, and Positive Pay for consumer and business clients. Provide all callers with excellent customer service including problem analysis, problem solving, as well as a quick, reliable resolution of their questions, requests, and/or concerns. Continually look for opportunities to go above and beyond customer expectations and refer appropriate Bank products and services as needed. You will be located in Goleta, CA with a fully on-site work schedule.

What We’re Looking For

• High school diploma or equivalent required.
• Minimum of 1 year up to 3 years of recent banking experience, including: branch operations, new accounts, back-office bank operations, and/or customer service required.
• 1 year of call center experience preferred.
• Ability to have in-depth dialogues and explanations with customers that can be of sensitive and confidential nature.
• Use initiative in carrying out recurring assignments independently without specific instructions while escalating problems and unfamiliar situations when necessary.

Your Responsibilities

The essential functions of this role include, but are not limited to:

• Process, complete, and record all Service Center Daily Tasks between inbound calls, including (but not limited to): Verification of Deposits, Remote Deposit Capture, Daily Notices, Customer Fulfillment, Returned Mail, Voice Mail, and Customer Opt In/Out Options, Online Banking Messages.
• Complete paperwork and related customer transactions in a timely and accurate manner while following all departmental policies and procedures.
• Maintain a working knowledge of Bank products and services while understanding their features and benefits
• Respond to inquiries and maintenance requests regarding Bank accounts, products, and services in a timely, positive, friendly, customer centric, and professional manner. Ensure effective, timely, and proactive customer service resolution and follow-up as needed.
• Keep informed of sales opportunities to meet customer needs and build lasting relationships. Solicit business and initiate sales referrals. Promote and educate customers about self-service options.
• Maintain accurate, thorough and concise customer communications records.
• Obtain and evaluate all relevant information to address and resolve (both internal and external) customer inquiries, concerns, and complaints. Assist with call research when needed.
• Assist customers with Online Banking troubleshooting, training, and research. This will include both personal and treasury cash management customers.
• Workplace Culture that Values YOU
• Competitive Pay
• 401K Matching/Retirement Planning
• Bank Gatherings, Events, & Associate Engagement Activities

Individual pay is based on a multitude of factors, including candidate’s experience, knowledge, skills, and abilities needed to perform in the position and pay equity.

Montecito Bank & Trust is an equal opportunity employer. Montecito Bank & Trust is committed to providing equal employment opportunity in our application process to all protected groups, including protected veterans and individuals with disabilities.

Employment eligibility is contingent on completing the DHS Employment Eligibility Verification (I-9) form and presenting acceptable documentation upon hire verifying your identity and right to work in the United States. The Bank does not sponsor visas, green cards, CPT, OPT, or other work authorizations.