Solutions Center Specialist

Solutions Center Specialist

Brentwood Bank Bethel Park, Pennsylvania, United States

Over 100 years ago Brentwood Bank—operating as Tunnel Building & Loan at the time—set up temporary locations to help mill workers in the South Hills of Pittsburgh save and manage their money. The objective was straightforward: to provide practical financial support to the local community.

That approach continues to influence how the bank operates today.

Brentwood Bank focuses on supporting the long-term financial stability of the communities it serves.

Because we operate as a community bank rather than a large regional or national institution, we have more flexibility in structuring solutions that each customer’s unique circumstances. This includes working with individuals, businesses, nonprofit organizations, and municipalities, taking the time to understand their specific financial needs, and creating practical solutions that fit.

The result is that Brentwood Bank customers tend to get more direct attention and less one-size-fits-all treatment. When a banker genuinely understands your situation, the advice and products you receive are more likely to be useful. That’s good for you, and it just feels right to us.

That’s why our customers consider us a trusted financial neighbor rather than a bank. It’s how we see ourselves, too.

Summary of Basic Function:

As a Solutions Specialist I you will be responsible for providing outstanding customer support, education, and problem resolution for customers and prospects in a Call Center environment. You will enhance the overall Brentwood Bank brand and customer loyalty by creating a noticeably superior customer experience during each interaction.

• Create a superior and meaningful customer focused experience for each customer or potential customer. Be knowledgeable of all bank products and services. Have working knowledge of other business functions to effectively route customers to other Specialists.
• Take ownership of customer issues and inquiries and other customer originated service needs with the intent of enhancing customer retention and exploring additional sales opportunities. Research and answer customer inquiries and requests regarding accounts, products, rates, and services.
• Participate in attaining Retail Channel goals by actively promoting Brentwood Bank products and services to customers and prospects.
• Achieve sales goals by referring customers to the appropriate Line of Business to ensure an exceptional customer experience.
• Maintain accurate and detailed logs of customer interactions, referrals communications, preferences, problems, and information in Contact Management/Customer Contact History.
• Utilize tools/resources including current and future Digital Platforms to engage customers effectively.
• Efficiently prioritize caseloads to respond and process customer needs in an appropriate time frame.
• Maintain familiarity with laws pertaining to the sale of financial institution products and services.
• Promote internal communications with all Bank departments to ensure quality and consistency in the Bank’s service delivery.
• Provide an exceptional omni-channel experience, through, but not limited to, phone, ATM+ and other channels.
• Other duties as assigned.

• High School Diploma required.
• 1-2 years of customer service experience, preferably in a financial institution.
• Outgoing, friendly personality with a passion for serving customers.
• Demonstrated superior customer service, sales, and communication skills.
• Early adaptor of technology.
• Ability to work independently and efficiently.
• Self-motivated to provide exceptional customer service.
• Ability to multi-task many projects and…