Solutions Specialist: Banking Customer Experience

Brentwood Bank

Bethel Park (Allegheny County)

On-site

USD 36,000 - 48,000

Full time

2 days ago
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Job summary

Brentwood Bank is seeking a Call Center Representative/Solutions Specialist to deliver outstanding customer support and education in a fast-paced environment. You will resolve inquiries about accounts, products, and services while promoting Brentwood Bank offerings and ensuring a superior omni-channel experience.

The role requires a high school diploma and 1–2 years of customer service experience, preferably in banking, along with strong communication and problem-solving skills.

Qualifications

  • High school diploma required.
  • 1–2 years of customer service experience, preferably in financial services.
  • Outgoing, friendly personality with a passion for serving customers.
  • Demonstrated superior customer service, sales, and communication skills.
  • Early adopter of technology.
  • Ability to multi-task and manage multiple projects with strong attention to detail.

Responsibilities

  • Create a superior customer-focused experience for each customer or prospect.
  • Know bank products and services; route customers to appropriate specialists as needed.
  • Take ownership of customer issues to enhance retention and drive sales opportunities.
  • Promote Brentwood Bank products and services to customers and prospects.
  • Log customer interactions accurately in the CRM and maintain records.

Skills

Customer service
Sales
Communication skills
Problem solving
Teamwork

Education

High School Diploma

Tools

CRM software

Job description

Brentwood Bank is seeking a Call Center Representative/Solutions Specialist to deliver outstanding customer support and education in a fast-paced environment. You will resolve inquiries about accounts, products, and services while promoting Brentwood Bank offerings and ensuring a superior omni-channel experience.

The role requires a high school diploma and 1–2 years of customer service experience, preferably in banking, along with strong communication and problem-solving skills.

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