Job description
Job Responsibilities:
Skills:
Education/Experience:
- Resolve customers service or billing complaints by performing activities such as refunding money, and adjusting bills.
- Contact customers to respond to inquiries or to notify them of claim investigation results and any planned adjustments.
- Refer unresolved customer grievances to designated departments for further investigation.
- Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken.
- Obtain and examine all relevant information to assess validity of complaints and to determine possible causes.
- Solicit sale of new or additional services or products.
- Building and maintaining strong business relationships with existing customers through established service and banking sales standards
- Developing, maintaining and demonstrating a basic knowledge of current Bank of the West products and services; maintaining confidentiality when handling customer requests and transactions
- Identifying opportunities for upselling additional banking products by understanding customers’ accounts and connecting the customer with the opportunity and closing the sale In the Customer Service Representative role, we offer a unique opportunity in an entry level role with promotional opportunities that come with salary increases to reward you for training and dedication.
Skills:
- Verbal and written communication skills, attention to detail, customer service skills and interpersonal skills.
- Ability to work independently and manage one’s time.
- Ability to accurately document and record customer/client information.
- Previous experience with computer applications, such as Microsoft Word and PowerPoint.
Education/Experience:
- High school diploma or GED required.
- 3-5 years customer service related experience required.
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