Job Opportunities in United States
November 18, 2024
Main Bank
Albuquerque
FULL TIME
Bank Customer Relationship Specialist
CUSTOMER RELATIONSHIP Specialist
Job Class: Non-Exempt Reports To: Operations Supervisor
Job Summary: To provide a high level of customer service to both external and internal customers and serve as a primary point of contact for external customers and provide assistance for existing account holders.
Essential Functions and Responsibilities: NOTE: Main Bank unilaterally may change the requirements of this job description at any time. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. These include, but are not limited to, the following:
· Provide recommendations to clients when opening new deposit accounts
· Provide excellent customer service and maintain a high level of professionalism at all times.
· Assist customers with internet banking set-ups, trouble shooting and maintenance.
o Assist customers with contract execution and enrollment in the following products: Remote Deposit Capture, ACH processing, Bill Pay, P2P, Positive Pay, Alerts
o Train customers and employees on fraud trends and system tools available to combat fraud.
· Assist with debit card maintenance and ordering new cards.
· Provide monthly reporting the Board of directors on debit card figures, online / mobile usage trends, new account goals, closed account reporting, customer experience evaluations.
· Customer service. Extremely responsive to internal and external customer requests; exceeding customers’ expectations.
· Listening skills. Actively listens to customers and co-workers, anticipates customer needs and offer solutions.
· Communication skills. Able to clearly present issues-both orally and written.
· Critical thinking skills. Able to use logic and reason to resolve issues quickly and efficiently.
· Mathematical skills. Use basic math skills on a daily basis.
· Reading comprehension skills. Able to understand work-related written documents.
· Organization skills. Able to perform all duties in an orderly manner and with a high degree of accuracy.
· Flexibility and adaptability. Able to prioritize, make on-the-spot decisions and work well under pressure when necessary.
· Time-management skills. Able to manage various tasks and complete in order of importance while meeting all deadlines.
· Computer skills. Competence in Microsoft Excel, Word, Outlooks; Windows and other software applications are applicable.
· High standards of professionalism and confidentiality due to the sensitive nature of information that is accessible.
Working Conditions and Physical Effort: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Expected hours: 40.00 per week
Ability to Relocate:
Job Class: Non-Exempt Reports To: Operations Supervisor
Job Summary: To provide a high level of customer service to both external and internal customers and serve as a primary point of contact for external customers and provide assistance for existing account holders.
Essential Functions and Responsibilities: NOTE: Main Bank unilaterally may change the requirements of this job description at any time. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. These include, but are not limited to, the following:
· Provide recommendations to clients when opening new deposit accounts
· Provide excellent customer service and maintain a high level of professionalism at all times.
· Assist customers with internet banking set-ups, trouble shooting and maintenance.
o Assist customers with contract execution and enrollment in the following products: Remote Deposit Capture, ACH processing, Bill Pay, P2P, Positive Pay, Alerts
o Train customers and employees on fraud trends and system tools available to combat fraud.
· Assist with debit card maintenance and ordering new cards.
· Provide monthly reporting the Board of directors on debit card figures, online / mobile usage trends, new account goals, closed account reporting, customer experience evaluations.
- Perform other duties as assigned.
- Minimum high school graduate, or equivalent
- 2-4 years cash handling experience
- 2-3 years accounting/bookkeeping experience in a financial institution
- 3-5 years customer service experience
- Prefer experience in opening new accounts in a financial institution setting
· Customer service. Extremely responsive to internal and external customer requests; exceeding customers’ expectations.
· Listening skills. Actively listens to customers and co-workers, anticipates customer needs and offer solutions.
· Communication skills. Able to clearly present issues-both orally and written.
· Critical thinking skills. Able to use logic and reason to resolve issues quickly and efficiently.
· Mathematical skills. Use basic math skills on a daily basis.
· Reading comprehension skills. Able to understand work-related written documents.
· Organization skills. Able to perform all duties in an orderly manner and with a high degree of accuracy.
· Flexibility and adaptability. Able to prioritize, make on-the-spot decisions and work well under pressure when necessary.
· Time-management skills. Able to manage various tasks and complete in order of importance while meeting all deadlines.
· Computer skills. Competence in Microsoft Excel, Word, Outlooks; Windows and other software applications are applicable.
· High standards of professionalism and confidentiality due to the sensitive nature of information that is accessible.
Working Conditions and Physical Effort: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- While performing the duties of this job, the employee is regularly required to sit and talk or listen
- This position requires frequent manual dexterity in combination with eye/hand coordination such as keyboarding, handling of equipment, use of calculator, etc.
- The employee is frequently required to stand, walk, reach, bend, or kneel.
- The employee must occasionally lift and/or move up to 20 pounds
- The noise level in the work environment is usually low to moderate
Expected hours: 40.00 per week
Ability to Relocate:
- Albuquerque, NM 87110: Relocate before starting work (Required)
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