Sr. Client Advocate - Remote

Overview

The Client Advocate Sr. will be responsible for answering inbound telephone calls from consumer & business banking customers regarding questions and issues on their accounts, while also creating detailed documentation and cross-selling products and services.

In Short

• Handles inbound calls from banking customers.
• Documents inquiries and account maintenance requests.
• Provides information about products and services.
• Guides customers through application processes.
• Ensures compliance with regulations and policies.
• Participates in training and performance meetings.
• Collaborates effectively with team members.
• Maintains knowledge of banking procedures.
• Demonstrates excellent customer service skills.
• Fosters positive relationships with stakeholders.

Requirements

• High School diploma or equivalent.
• 1+ year experience in banking.
• 2+ years customer service experience.
• Excellent verbal and written communication skills.
• Good telephone technique and customer service skills.
• Ability to work varying shifts including evenings and weekends.
• Understanding of MS Office Suite.
• Ability to analyze and resolve problems.
• Experience in sales preferred.
• Knowledge of call center operations preferred.

Benefits

• Access to medical, dental, vision, life, and disability insurance.
• Comprehensive leave program.
• Potential for variable incentives and bonuses.
• Opportunities for professional development.
• Supportive work culture.