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Customer Care Representative I

Company: Heartland Bank & Trust Co
Location: Normal
Posted on: November 12, 2021

Job Description:

Position Summary Customer Care Representatives provide information and offer creative solutions to callers concerning all deposit products, bank services, loans, eBanking products, and services. This service oriented role is responsible for providing A+ Customer Service, accurate information, and prompt resolution of customer concerns via recorded telephone, e-mail, and chat line. The goal of this position is to retain and enhance existing customer relationships and to develop new ones. Employees in this position work under immediate supervision of others. Development in this role is progressive: Customer Care Representative I: Possesses excellent customer service skills and demonstrates enthusiasm for learning procedures and systems and becoming knowledgeable about all bank products and services. Is able to help callers with account information, perform account services and maintenance, is proficient with eBanking services, and is able to navigate within all systems. Job functions require accuracy, successful multi taking, and meeting call volume, adherence, quality, sales goals, and contributes to a positive morale. May occasionally need assistance with complex calls or research. Essential Job Functions * Provide exceptional customer service by presenting information and solutions to customers and other individuals who call our offices or contact us via the company website or Live Person Chat. * Answer all inquiries about our products, services, policies and procedures, including all deposit rates as well as promoting and referring bank products and services. Promptly provide bank balances, transactions and other account related information to our customers. Quickly diffuse potential conflict and calmly respond to customer's distress to ensure customer satisfaction. * Demonstrate organizational and problem solving skills - own the problem. * Meet set goals for call volume, adherence, and productivity. * Answer secure e-mails and e-mails sent via our website from customers. Assist customers via Live Person Chat line. * Become knowledgeable and keep updated about company products, services and information systems in order to resolve problems and promote customer relationships through service and cross sales. * Demonstrate excellent communication skills, interest in, and the ability to work with people in a professional manner. * Refer and recommend products and services that benefit customers. Meet referral and sales goals. * Assist with other functions as necessary or requested to complete work accurately and on schedule. Demonstrate continuous improvement by proactively offering creative solutions to a problem or concern. * Possess excellent verbal and written communication skills and be able to communicate well with a variety of people via phone, e-mail, and chat. * Maintain a high level of professionalism and accuracy at all times. * Demonstrate the ability to multi-task and shift full focus to a different task in an instant. Must be flexible to meet the needs of the department. Core Essential Job Requirements * All employees must be able to relate well to customers and coworkers in a positive atmosphere of mutual respect without exhibiting behavioral extremes * Provide exceptional customer care (both internal and external) in a manner that satisfies individual needs of each customer and builds loyalty to Heartland Bank * Positively promote Heartland Bank within the community * Maintain confidentiality of all customer and employee information * Respond positively to feedback and redirection * Fully utilize systems, tools, training and resources provided to maximize potential * Assist other departments as needed * Speak English clearly * Demonstrate regular attendance and punctuality Computer Skills Requirements * Demonstrates good computer skills with the ability to learn new ones as well as proficiency in common office software and equipment, company intranet, mobile apps, online banking and bill pay Education and Experience Requirements * High School Diploma preferred or equivalent combination of education and experience * One year experience in retail, office, bank or customer service preferred Physical Requirements * Regularly: sitting, talking, hearing, vision - close, peripheral, depth, ability to adjust focus, wearing a phone headset, typing * Frequently: standing, walking, feeling/touching * Occasionally: climbing and/or balancing, reaching with arms and hands, stooping, kneeling, crouching, and/or crawling, lifting objects up to 30 pounds Heartland Bank and Trust Company is an Equal Opportunity Employer

Keywords: Heartland Bank & Trust Co, Normal , Customer Care Representative I, Other , Normal, Illinois

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