What are the responsibilities and job description for the Customer Solutions Specialist PT position at Crossroads Bank?
- Professionally handle inbound communications via phone, secure chat, and email to address inquiries, resolve complaints, and direct calls.
- Process transactional requests, investigate issues, and follow up with customers as necessary.
- Demonstrate proficiency in addressing customer queries, including E-Banking, independently.
- Provide troubleshooting support and facilitate customer requests across diverse digital platforms.
- Execute online banking wire transactions.
- Administer ACH processes, facilitating tasks such as reviewing and releasing ACH files, processing limit change requests, and maintaining risk management documentation.
- Maintain digital spreadsheets, prepare paperwork, scan files, and organize filing systems to support administrative functions within the digital banking department.
- Identify and escalate priority issues, notify compliance of complaints, and report suspicious activities.
- Inform customers about available products and services, make referrals, and engage in cross-selling opportunities.
- Contribute positively to the bank's atmosphere and customer interactions daily.
- Ensure compliance with BSA/Red Flag regulations and established policies and procedures, safeguarding both employees and customers.
- Execute additional assigned duties as required.
Customer Solutions Specialist (Hybrid Schedule)
Parts Town -
Fort Wayne, IN
Customer Solutions Specialist: 2nd Shift (Hybrid Work Schedule)
Parts Town -
Fort Wayne, IN
Wireless Solutions Specialist
Wireless Zone -
Fort Wayne, IN
