Client Service Officer, Bilingual

• Receive and resolve inbound customer calls and emails, addressing both deposit and loan service requests
• Provide operational support to lobby staff with banking functions and resolving client requests
• Respond to heavy call volumes, addressing all customer needs
• Perform loan transactions, payments, deposit account transfers, and deposit adjustments
• Service all debit card requests and maintenance, including troubleshooting denied transactions, and determining fraudulent situations
• Respond to email and secure messaging inquiries, including stop payments and address changes
• Actively research internal and external client requests, and perform timely follow up
• Assist personal or consumer clients with online banking bill pay, mobile remote deposit, and various online banking requests
• Assist banking associates with system navigation and maintenance needs, along with resolving client issues
• Perform other duties as assigned

• Bilingual in Spanish
• Strong commitment to customer service
• Excellent verbal, written and telephone communication skills
• Ability to communicate and cooperate in a team environment to produce needed outcomes and meet goals
• Detail-oriented
• Demonstrate flexibility, versatility, commitment and good judgement
• Strong multi-tasking abilities to meet multiple deadlines in a fast-paced environment
• Initiative to rectify client issues, utilizing vendors and manuals
• Minimum two years’ experience in the financial services industry or a combination of relevant experience
• Previous banking experience preferred
• High school diploma or general education degree
• Skilled in operation of a personal computer and mobile devices
• Microsoft Word and Excel proficiency
• Proficiency in navigating multiple banking systems

Demonstrates strong customer service skills while effectively managing inbound calls and emails related to banking services. Proficient in navigating multiple banking systems and performing various financial transactions with attention to detail and a commitment to resolving client issues.

• Bilingual In Spanish
• Customer Service Commitment
• Microsoft Word Proficiency
• Microsoft Excel Proficiency
• Financial Services Experience

• Loan Transactions
• Deposit Account Transfers
• Deposit Adjustments
• Debit Card Maintenance
• Online Banking Support
• Multi-Tasking Abilities
• System Navigation
• Client Issue Resolution

• Excellent Communication Skills
• Detail-Oriented
• Team Collaboration
• Flexibility
• Good Judgement

• Financial Services Industry
• Banking Experience
• Customer Needs
• Call Volume Management

• Personal Computer Operation
• Mobile Device Operation
• Banking Systems Navigation