Customer Care Specialist

Primary Purpose of the Job

Provides quality service and sells appropriate products via telephone to bank customers in an efficient and professional manner. Researches and resolves customer requests and answers customer inquiries regarding account maintenance, balance transfers, stop payments, statement requests, etc.

Southern Bank team members are a family, rooted in the communities we serve and working together to be the best in our industry, utilizing innovative ideas and strong products. The Southern Bank Patch illustrates these ideals.

Ensures the confidentiality of customer non-public personal information and secures information systems to comply with bank regulations.

• Receives and fields incoming customer service calls via telephone.
• Promotes strong and lasting customer relationships through the Call Center environment in an efficient and highly professional manner.
• Achieves a high level of success by understanding customer needs and identifying opportunities to grow the bank.
• Provides exceptional customer service by meeting all customer demands regarding straightforward inquiries, with the support of more experienced personnel; displays a positive, professional tone, exhibits empathy when required, delivers key attributes and provides a WOW! experience for the customer.
• Arrives on time, logs in, and is ready to receive/make customer calls as scheduled throughout the shift.
• Identifies and refers customers as well as potential customers to the appropriate personnel as needed.
• Maintains security over customer information.
• Responsible for thorough knowledge of all bank products offered.
• Responsible for knowledge and expertise in utilizing technology and numerous software packages used by the bank.
• Performs quality control functions, various reporting and tracking of performance.
• Completes and performs any other duties assigned.

Knowledge, Skills, and Abilities

• Ability to use/learn current technology and software applications related to the position.
• Solid customer service and problem resolution skills.
• Good follow-through.

Excellent Interpersonal, Verbal & Written Skills Required

• Strong organizational skills.

Education, Training & Experience Requirements

• High school diploma or equivalent.
• Participation in a high school work‑study program that allows for part‑time hours to be worked.
• Up to one year related experience in retail customer service, banking or call center is beneficial, but not required.

• Family & Trust: Build relationships based on trust and mutual respect, maintain an inclusive and honest environment and uphold integrity and transparency in all interactions.
• Rooted & Service: Commit to serving customers, communities and teams with purpose, professionalism, and respect, while effectively communicating and actively listening to meet their needs.
• Innovation & Strength: Foster collaboration and continuous improvement, encourage visionary thinking, and strive for excellence to drive the organization forward.
• Building Customer Loyalty: Effectively meet customer needs; build productive customer relationships; take responsibility for customer satisfaction and loyalty.
• Applied Learning: Assimilate and apply new job‑related information in a timely manner.
• Quality Orientation: Accomplish tasks by considering all areas involved, no matter how small; show concern for all aspects of the job; accurately check processes and tasks, being watchful over time.

• Seniority Level: Entry level
• Employment Type: Full‑time
• Job Function: Other
• Industry: Banking

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