What are the responsibilities and job description for the Customer Experience Specialist - Covington, LA position at BankPlus?
General Position Scope:
The Customer Experience Specialist 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, i.e. location, hours.
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.
Correspond with customers via CustomerService@BankPlus.net 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.
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; Privacy Act; Fair Lending Act; Regulation E, etc. Complete required compliance training and adhere to the Bank’s standard of conduct.
Position Requirements:
College education preferred.
Banking experience preferred.
1 year of similar or related experience in Customer Service, Public Relations or Communications.
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.
Schedule flexibility to cover all shifts required.
Shifts are determined based on business needs.
Work outside of regular business hours, as deemed necessary.
Ability to make difficult decisions and handle multiple tasks with daily deadlines.
