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Customer Service Specialist

Job in Waverly, Bremer County, Iowa, 50677, USA
Listing for: Firstiowa
Full Time position
Listed on 2026-05-09
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

As a Customer Service Specialist you will support both external bank customers and internal staff, ensuring smooth operations across customer service, queue management, fraud mitigation and resolution, and reporting.

Duties include:

Internal and External Customer Service
  • Provide exceptional service to banking clients by phone and email
  • Assist customers with account inquiries, transaction issues, and debit card and digital banking support
  • Serve as a resource for internal staff by resolving operational questions, system issues, and workflow bottlenecks
  • Collaborate with staff to ensure timely support and issue resolution
  • Document and elevate unresolved internal or external fraud and service issues appropriately
OnBase Queue Management
  • Monitor and manage OnBase queues for timely processing of financial documents and requests (i.e. maintenance forms, debit card requests, etc.)
  • Index and route documents in accordance with bank workflows and regulatory standards
Workflow Tracking
  • Utilize system to manage fraud alerts, card issues, transaction disputes, and escalations
  • Ensure accurate and timely data entry for case tracking and resolution
Reporting
  • Generate, retrieve, and review various reports to ensure applicable characteristics are met, escalating if needed
  • Analyze data to identify trends, improve service delivery, and support strategic decision-making
Other
  • Crosstrain and assist Deposit Operations as needed
  • Assist others within the department with overflow projects
  • Other duties as assigned

First Bank is committed to our employees and customers. We believe our employees are our greatest resource and are fortunate to have quality employees who dedicate their time and effort to making First Bank a leader in our banking communities. To our team members we offer the following benefits:
Health insurance, dental insurance, vision insurance, pre-tax flexible spending accounts, group term life insurance, dependent life insurance, short and long-term disability, 401k/ESOP with employer match, paid holidays, paid vacation time, paid sick time, and a wellness program.

Since first opening our doors in 1864, First Bank's mission has been to serve our community and our customers FIRST by providing the financial solutions they need to succeed! Apply today to experience the difference!

EOE, including disability/vets

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