Customer Service Specialist

• Provide detail-oriented support to customers by addressing inquiries related to banking products and services
• Assist in opening and closing accounts efficiently, ensuring compliance with banking regulations
• Handle inbound calls and resolve customer concerns with a focus on delivering prompt and accurate solutions
• Utilize customer relationship management (CRM) tools to maintain and update client information
• Process billing and benefit-related functions with attention to detail and accuracy
• Collaborate with team members to improve customer experience and identify areas for process enhancement
• Leverage computer programs and software systems to streamline customer service operations
• Stay informed about retail banking procedures and products to provide up-to-date guidance to customers
• Ensure all customer interactions align with company standards for quality and excellence

• Proven experience in customer service, with a preference for candidates familiar with retail banking
• Ability to work with CRM tools and other computer programs to manage customer information effectively
• Strong communication skills, both verbal and written, to interact professionally with clients
• Familiarity with financial services system Horizon XE banking software is advantageous
• Proficiency in handling billing and benefit-related functions
• Experience with answering inbound calls and resolving customer concerns
• Capability to learn and adapt to new software and processes quickly
• Detail-oriented mindset with a commitment to accuracy and compliance

Familiarity with financial services system Horizon XE banking software

• medical, vision, dental, and life and disability insurance
• eligible to enroll in our company 401(k) plan