PURPOSE:
The Customer Engagement Specialist (CES) embodies BankFive’s values of Human, Steadfast and Dynamic. Upon entering our corporate headquarters, clients will be greeted by the CES with a high level of enthusiasm and professionalism that exemplifies this mission. The CES creates and promotes a welcoming environment that is customer centric.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
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Create a warm welcome for customers and guests by delivering exceptional service skills and engaging each client entering the corporate office.
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Direct clients to the appropriate area.
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Be a champion for change by assisting clients with alternative channels including ITM, mobile banking, on-line banking. This includes but is not limited to being well versed in all the bank’s technology. Utilizes and demonstrates usage of these alternate channels.
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Answer incoming calls and routing to the appropriate person.
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Receive and track incoming packages and mail. Notifies appropriate department/individual of receipt.
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Assists the retail operations team in data entry with preassigned projects before and after lobby hours and as time permits during the day.
QUALIFICATIONS:
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3+ years of customer service experience
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Flexible and adaptable to a dynamic environment.
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Excellent verbal and written communication skills
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Proficient in Microsoft Word and Excel
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Notary Public, preferred; must be able to acquire notary within three months of hire
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Ability to multitask and prioritize to meet deadlines.
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Knowledge of customer service principles
EFFORT:
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Hand dexterity required to operate computer terminal and/or related equipment.
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Lifts books, ledgers, records, cash and coin bags, etc. up to 60 pounds.
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Speaks and listens to customers and explains Bank services.
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Stress tolerant
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Accuracy and attention to detail
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Honesty and integrity
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Teamwork
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Strong numerical ability
WORK ENVIRONMENT:
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Full-time:
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Flexibility and availability in scheduling is required
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Much of the time is spent at a desk near the building entrance.