Demo

Customer Support Specialist - Banking Operations

Smksoft
San Antonio, TX Full Time
POSTED ON 3/24/2025 CLOSED ON 3/27/2025

What are the responsibilities and job description for the Customer Support Specialist - Banking Operations position at Smksoft?

Job Details

Job Title: Senior Customer Service Representative

Work Authorization: GC-EAD, TN
Location: Hybrid San Antonio, TX
Schedule: Alternating shifts: 7:45 AM 4:45 PM and 9:00 AM 6:00 PM


Job Overview

The Senior Customer Service Representative (CSR) will support customers through both phone calls and written responses via online banking messages. Inquiries range from simple to complex and cover a wide array of banking services and customer concerns.


Key Responsibilities

  • Handle incoming phone calls and online messages from customers

  • Complete wire transfers and perform general account maintenance

  • Assist with online and mobile banking issues

  • Close accounts and process data entries

  • Educate customers on self-service banking options

  • Perform off-phone duties as assigned

  • Ensure a positive customer experience by adhering to established policies and procedures

  • Communicate effectively in both verbal and written formats


Required Skills

  • Strong critical-thinking and problem-solving abilities

  • Ability to multi-task efficiently

  • Open and adaptable to feedback and change

  • Self-motivated and team-oriented

  • Ability to handle customer concerns with professionalism and tact

  • Excellent communication and active listening skills

  • Detail-oriented with strong time management

  • Proficient in basic computer skills and navigating multiple software platforms

  • Minimum of 1 year of customer service experience


Desired Skills

  • 1 3 years experience in a contact center environment

  • Banking or financial services experience

  • Proficiency in Microsoft Word, Excel, and Outlook

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
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