Customer Service Associate On-site

About the role

• Respond to inbound customer inquiries regarding products, account balances, transaction history, interest rates, and general product information.
• Perform customer identity verification and follow required security, privacy, and compliance procedures.
• Assist customers with online banking enrollment, password resets, account unlocks, navigation, and basic technical support.
• Create and route cases for requests that require additional processing or research, including account maintenance, account closures, money movement, fraud/disputes, complaints, and other service requests.
• Accurately document customer interactions, requests, actions taken, and required follow-up.
• Use available tools, procedures, and resources to resolve routine customer issues and identify when escalation to a senior agent or specialized support team is required.
• Maintain professional phone etiquette and provide a positive customer experience, including when handling difficult or sensitive situations.
• Meet established performance expectations, including quality, accuracy, schedule adherence, productivity, and customer service standards.
• Work effectively both independently and as part of a team.
• Perform other related duties as assigned.

Qualifications & Requirements

• Call center experience preferred
• Banking experience preferred
• High school diploma or GED
• Excellent verbal and written communication skills.
• Strong customer service, active listening, and customer empathy skills.
• Basic problem-solving skills and strong attention to detail.
• Basic computer proficiency and ability to navigate and multitask across multiple systems.
• Professional phone etiquette and ability to communicate clearly with customers.
• Ability to learn basic banking terminology, deposit products, online banking processes, and case documentation standards.
• Ability to follow data privacy, security, regulatory, and operational procedures.
• Adaptability, accountability, teamwork, time management, and professionalism.

Additional Information: EEOC and Veteran Documentation

The purpose of this Administrative EEO Record is for statistical analysis only and is used to comply with government record keeping, reporting, and other legal requirements. Periodic reports are made to the government on the following information. The completion of the Administrative EEO record is optional. If you choose to volunteer the requested information, please note that all

Administrative EEO Records are kept in a Confidential File and are not part of your Application for Employment or Personnel file.

Please note: YOUR COOPERATION IS VOLUNTARY. INCLUSION OR EXCLUSION OF ANY DATA WILL NOT AFFECT ANY EMPLOYMENT DECISION.