At BankPlus, we strive to add value for our employees, customers and shareholders. We are a high-performing TEAM committed to fulfilling promises, building lasting relationships, and making dreams come true.

All current employees must have a performance rating of Outstanding or High-Performing to be eligible to post for a position.

General Position Scope :

The Customer Experience Specialist II is responsible for being on-time, professional, knowledgeable, and courteous. Additionally, the specialist is responsible for providing excellent customer service to internal and external customers on all BankPlus products and services.

Duties and Responsibilities :

• Protect customer and account information by following privacy policies and bank policies / procedures.
• Provide information and assistance on all BankPlus products and services, including fee schedule, CallPlus, e-BankPlus, CheckCards, branch information, etc.
• Sell and cross-sell BankPlus products and services to new and existing customers.
• Close lost or stolen CheckCards, request PIN mailers and handle telephone transfers, stop payments, check reorders, etc. for customers.
• Provide floor assistance and back up Customer Experience Supervisors.
• Responsible for handling advanced customer inquiry types, which are often associated with a higher financial risk to the bank and require additional call center agent experience and training.
• Correspond with customers via e-mails, web chats, and myTTY service for hearing impaired customers.
• Responsible for customer call backs and research.
• Provide information on advertised promotions and sponsorships bank wide.
• Attend and participate in team meetings.
• Handle other projects as scheduled and initial the project log.
• Serve as mentor for new CSC team members.
• Perform other duties as assigned.
• Participate in the bank’s High-Performance Rewards Connections Program.
• Make referrals to Mortgage Center and Wealth Management.
• Maintain a thorough knowledge of Bank products, services, policies, procedures and appropriate regulatory issues as related to daily job functions including but not limited to : Bank Secrecy Act;

Position Requirements :

• College education preferred.
• 1 years of Banking experience preferred.
• 2 years of similar or related experience in Customer Service, Public Relations or Communications.
• Schedule flexibility to cover all shifts required.
• General computer and typing experience with Microsoft Office Suite, to include Excel, Word, and Outlook.
• Excellent verbal and written communication skills.
• Extensive reading, comprehension and problem-solving skills.
• Work outside of regular business hours, as deemed necessary.
• Ability to make difficult decisions and handle multiple tasks with daily deadlines.

BankPlus is an Equal Opportunity Employer and does not discriminate in hiring or employment on the basis of race, color, religion, national origin, citizenship, gender, marital status, sexual orientation, age, disability, veteran status, or any other characteristic protected by federal, state, or local law.

We maintain a drug-free workplace and perform pre-employment substance abuse testing.

Last updated : 2024-06-27