• Client Service Specialist

    Centier Corporate Centre
    Job Description

    All applicants are to apply on line and submit resumes at: https://www.centier.com/careers

    The Client Service Center is open between 7:00 AM-7:00 PM (Monday-Friday), 8:00 AM -2:00 PM (Saturday), and 10:00 AM - 2:00 PM (Sunday). Schedule flexibility is required for this position.

    Summary:
    The Call Center Specialist position is responsible for providing superior customer service during all contacts with clients. The position involves finding solutions in a timely and effective manner, following up on pending matters, and offering new and current products available to clients and potential clients.

    Essential Duties and Responsibilities:
    •Provide superior customer service to incoming and outgoing phone calls throughout shift.
    •Accept all incoming phone calls that come through to the Client Service Center
    •Answer client’s inquiries in a timely and efficient manner
    •Log all client calls through the use of the Connections software
    •Open checking, saving, certificate of deposit, IRA, and Health Savings accounts.
    •Order checking, Health Savings account and line of credit checks for current and new clients
    •Act as liaison between call center and other departments
    •Contact research department via fax, email, or phone for lengthy projects
    •Train with education department on-site and off-site for new and/or refresher courses
    •Introduce and sell new and current products to clients, and offer to send information via mail
    •Follow up with potential clients through the use of Connections & outbound calls
    •Maintain files for pending and completed projects
    •Go through refresher courses with Educator on-site

    Other Duties and Responsibilities:
    •Provide current rates for products
    •Turn in reports to Manager on a weekly and monthly basis
    •Attend weekly coaching sessions with Team Leader

    Knowledge, Skills, and Abilities
    •Basic PC skills-MS Office (Word, Excel)
    •Strong organizational skills
    •Superior interpersonal and communicational skills
    •Flexible, team player, self starter
    •Ability to multi-task
    •Customer service phone experience
    •Type a minimum of 25 WPM

    Minimum Qualifications:
    •High school diploma or equivalent
    •Banking experience helpful
    •Customer service experience preferred

    Contact Information