SUMMARY :

The Customer Service Coordinator is responsible for handling inbound calls from existing customers regarding a variety of requests relating to the Bank’s products and services.

Using their product knowledge and customer service skills, Customer Service Coordinators resolve issues, provide support and offer information, as needed, to keep customers satisfied and retain business.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned by supervisor and / or Trustco Bank’s Board of Directors.

• Handle a large volume of inbound customer calls in a timely manner and provide accurate, satisfactory answers to their questions and concerns.
• Identify customer needs, research and resolve issues, and provide solutions.
• Identify growth opportunities and inform customers about the Bank’s new and existing products / services and current promotions to seize opportunities to capture additional business when appropriate.
• Verifies and processes account inquires and ensures they are mailed in a timely manner.
• Processes e-tickets from the branches, providing pin and password resets.
• Guide callers through troubleshooting situations and navigating them through the Bank’s website, Online and Mobile platforms and other products and services.

REQUIRED EDUCATION / EXPERIENCE :

• High School Diploma or equivalent education or experience.
• Customer service experience with customer focus and adaptability to different personality types.
• Effective verbal communication skills with active listening.
• Well organized with the ability to manage multiple tasks and work to time sensitive deadlines.
• Ability to work well independently and in groups.

PREFERRED EDUCATION / EXPERIENCE :

Call center experience.

POSITION TYPE / EXPECTED HOURS :

This is a full-time position (40 hours per week). Work hours are scheduled around the following customer service hours :

Monday 8 : 00am 8 : 00pm

Tuesday 8 : 00am 8 : 00pm

Wednesday 8 : 00am 8 : 00pm

Friday 8 : 00am 8 : 00pm

Saturday 8 : 00am 5 : 00pm

Sunday Closed

TRAVEL : No travel.

No travel.

LANGUAGE SKILLS :

Must be able to speak, read, write, and understand the primary language(s) used in the workplace ; bilingual skills a plus.

Ability to read, analyze, and interpret general business information, including but not limited to company policies and procedures.

Ability to effectively present information and respond to questions from groups of managers and customers.

PHYSICAL DEMANDS :

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.

• This is largely sedentary role, requiring use of typical office equipment such as a computer, laptop and phone.
• Ability to communicate both in person and / or by telephone.

WORK ENVIRONMENT :

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

For the most part, ambient room temperatures, lighting and traditional equipment as found in a typical office / retail environment.

OTHER DUTIES :

Please note this job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of the employee for this job.

Duties, responsibilities and activities may change at any time with or without notice.

Last updated : 2024-04-30