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Call Center Representative jobs at Rockland Trust - 132 jobs

  • Call Center Representative - Brockton

    Rockland Trust Company 4.5company rating

    Call center representative job at Rockland Trust

    At Rockland Trust, we believe that each relationship matters - and that starts with our Call Center Representatives. We take pride in the care and excellent service provided by our call center staff. We handle it all - from loans to checking accounts, online banking and more - you will engage customers in all areas of banking, as well as identify any financial needs they may have. Variety is the spice of life, and we have it in spades! As a Call Center Representative, you will have many opportunities to provide exemplary service to our customers and colleagues, as well as support our communities through outreach and volunteer work. We have a fantastic training program that will prepare and support you throughout your career with ongoing classes. Service incoming customer calls following established policies and procedures in an efficient and quality manner. RESPONSIBILITIES Ensure every transaction is processed correctly by confirming transaction with caller to ensure a mutual understanding. Identify opportunities to grow customer relationships with bank through referral programs. Utilize all available resources, and communication skills to resolve customer inquiries or issues to avoid escalation to extent possible. Complete all training requirements on time. Identify process improvement ideas with CIC management team. Become a candidate to act as a peer coach for new hire representatives. Communicate system issues promptly to management. Other duties as assigned by CIC management team. QUALIFICATIONS High School diploma required (4 year college degree or equivalent work experience preferred) Fluency in Spanish or Portuguese strongly preferred. Basic understanding of banking or finance Good communication, problem solving, and organizational/time management skills required Prior customer service experience preferred. Prior sales experience a plus. Proficient computer skills, use of Microsoft Office, and ability to navigate multiple systems without assistance Our goal is to offer our colleagues the most generous benefits package possible. We strive to provide colleagues with a comprehensive benefits package and an environment that supports a healthy work-life balance. Benefits include: Competitive compensation with performance incentive awards, Health Insurance, Dental Insurance, a 401K and DC Plan for your retirement, LTD & Life Insurance, Day Care Reimbursement, Tuition Assistance for graduate and undergraduate programs, an award winning Wellness program and much more! At Rockland Trust you'll find a respectful and inclusive environment where everyone is given the chance to succeed. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, disability status, protected veteran status, or any other characteristic protected by law. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
    $33k-38k yearly est. Auto-Apply 41d ago
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  • Call Center Representative

    FH Cann & Associates 4.1company rating

    North Andover, MA jobs

    FHC has been a national leader for over two decades, providing contact center, financial recovery, loan servicing, and business process outsourcing (BPO) solutions. As an industry leader, we proudly support clients across higher education, government, financial services, healthcare, telecommunications, and utilities. We're hiring exceptional Call Center Representative's for an exciting opportunity supporting a state-wide program. This role offers the chance to make a meaningful impact while working in a professional, fast-paced environment. Project Hours of Operation: Monday - Friday, 8:00 AM - 7:00 PM EST. Essential Functions Receive high volume in-bound calls and assist customers with starting/stopping/transferring service Respond to incoming calls from customers in a professional and courteous manner. Occasional out-bound calls for verification purposes Document interactions in the system accurately and efficiently through data entry. Research and resolve customer questions and issues using online tools and systems Operate multiple applications, databases, and computer programs Assist customers with setting up payment arrangements and budget billing Assist customers with processing payments Assist customers with setting up and or accessing online accounts Maintain confidentiality of sensitive information in compliance with regulations. Work Environment Call/Contact center In-Office/hybrid North Andover, MA May support remote work. Working from Home Requirements: Reliable high-speed internet (hard wired ethernet connection required) with minimum of 25 MBPS for Upload and Download speeds. Private, quiet, and distraction free room/office space Adhere to Telecommute Policy in its entirety
    $30k-37k yearly est. 21d ago
  • SOLUTIONS CENTER REPRESENTATIVE

    Baycoast Bank 3.9company rating

    Swansea, MA jobs

    BayCoast Bank - Job Description SOLUTIONS CENTER REPRESENTATIVE DEPARTMENT: SOLUTIONS CENTER LEVEL: 105 FLEXIBLE WORK PROGRAM ELIGIBILITY CODES: Remote Work (RW) & Hybrid Work (HW) Bilingual: Spanish/Portuguese a plus FUNCTION: The primary function of BayCoast Bank's Solutions Center Representative is to provide customers service and solutions by telephone, email, and other forms of electronic communication. The Solutions Center Representative receives incoming telephone calls and other communications from customers needing assistance with existing accounts, as well as telephone calls from potential customers with product inquiries. Substantial knowledge of BayCoast Bank's products and services is required to ensure that information communicated to the customer is accurate and complete. The Solutions Center Representative also places outgoing telephone calls to customers in connection with specific service requests, or to welcome them to new services and answer questions. The Solutions Center Representative communicates with the customer verbally and in writing, both electronically and on paper. The Solutions Center Representative complies with all Bank policies and procedures, as well as all applicable state and federal banking regulations. RESPONSIBILITIES: Serves as the first point of contact for customers reaching the bank by telephone or electronic channels. Represents the Bank with a friendly and helpful demeanor with every interaction Effectively engages with customer inquiries in a courteous and efficient manner according to the Bank's problem resolution procedures. Accurately processes various customer transactions. Leverages problem-solving and strong communication skills to resolve customer issues. Adheres to Customer Centric service standards Embraces the Bank's commitment to Solutions by seeking and recognizing opportunities to refer new business to different areas of the Bank, BayCoast Insurance, Plimoth Investment Advisors, BayCoast Mortgage Company, Priority Funding, and Teamwork Funding Behavior and performance align with the guiding principles and purpose that define the organization's mission (To provide exceptional service and solutions for our community), and core values (Take pride in what I do; Believe that what I do is important; Care about people; Have a positive attitude). Uses Salesforce to document and enhance the customer experience Knows features and benefits of BayCoast Bank products Evaluates customers' needs by being consultative and encouraging discussion to offer solutions Enthusiastically participates in bank-sponsored training programs, campaigns, and contests. Confirms identity of caller to protect personal and financial information. Maintains a high degree of accuracy, organization, and productivity in conducting customer transactions Demonstrates knowledge of retail, loan operations, deposit operations and E-commerce tasks Produces the expected volume of calls handled while also adhering to the Bank's Customer Centric model Prepares and processes documents completely and accurately Quickly responds to internal inquiries Responds to customer inquiries related to deposits, withdrawals, payments, general ledger entries, negotiable instruments, electronic banking, adjustments, fees, charges, and penalties. Uses judgment when reviewing and refunding deposit service charges Uses judgment when reviewing and refunding loan late fees Places stop payments on checks Assists customers with debit card disputes and card maintenance, including travel notifications and activating Apple and Google Pay. Assists customers with proper completion of debit card and account fraud forms and processes. Exhibits a high level of caution when handling customer transactions and utilizes Multi Factor Authentication methods as necessary. Processes address changes for personal and commercial customers. Troubleshoots various technical issues with online banking and bill pay access Introduces customers to bank websites, products, and services. Research inquiries requiring more complex assistance and response. Understands and adheres to bank policies and procedures for daily operations, security, and compliance. Attends all required regulatory training and other internal training as provided Performs other duties as needed. The Solutions Center Representative works to meet and exceed service and solutions goals set by BayCoast Bank. Goals include, but are not limited to, the following categories: Solutions quality goals. Solutions goals. Productivity goals such as the number of calls handled each day and average solutions length. Effective use of customers' time (average work time per call). The Solutions Center Representative is expected to report on time for his or her scheduled shift every day. The Solutions Center Representative must be ready to handle calls at the start of his or her assigned work time and is expected to adhere carefully to his or her work schedule and assigned break times. Work schedules require flexibility on the part of employees; therefore, Solutions Center Representatives may be required to alter their work times to meet the needs of the business. Solutions Center Representatives may be required to work remotely. Knowledge/Skills/Experience Requirements: High School Diploma (or equivalent), 1-2 years previous banking experience, able to deal with customers under circumstances requiring tact and diplomacy, strong interpersonal skills, strong verbal and written communications skills, able to handle confidential information. Equipment Used: General office equipment, computer, printer, copier, scanner, and fax machine. Physical/Work Condition Requirements: This position operates in a general office environment and requires frequent and continuous use of a personal computer, a telephone, and a headset. The job requires sitting for an extended period. The pace of incoming calls is often continuous. A Solutions Center Representative may handle an average of 100 calls in an eight (8) hour day. In the performance of respective tasks and duties, the employee is expected to successfully perform the essential functions of the position. Reasonable employee accommodation for physical and mental disabilities will be considered on a case-by-case basis. The employee may be required to work evenings and/or weekends, attend remote meetings and/or travel. This position is a hybrid work position that may require staff to work either remotely or in person in accordance with the needs of the business.
    $34k-39k yearly est. Auto-Apply 5d ago
  • SOLUTIONS CENTER REPRESENTATIVE

    Baycoast Bank 3.9company rating

    Swansea, MA jobs

    BayCoast Bank - Job Description SOLUTIONS CENTER REPRESENTATIVE DEPARTMENT: SOLUTIONS CENTER LEVEL: 105 FLEXIBLE WORK PROGRAM ELIGIBILITY CODES: Remote Work (RW) & Hybrid Work (HW) Bilingual: Spanish/Portuguese a plus FUNCTION: The primary function of BayCoast Bank's Solutions Center Representative is to provide customers service and solutions by telephone, email, and other forms of electronic communication. The Solutions Center Representative receives incoming telephone calls and other communications from customers needing assistance with existing accounts, as well as telephone calls from potential customers with product inquiries. Substantial knowledge of BayCoast Bank's products and services is required to ensure that information communicated to the customer is accurate and complete. The Solutions Center Representative also places outgoing telephone calls to customers in connection with specific service requests, or to welcome them to new services and answer questions. The Solutions Center Representative communicates with the customer verbally and in writing, both electronically and on paper. The Solutions Center Representative complies with all Bank policies and procedures, as well as all applicable state and federal banking regulations. RESPONSIBILITIES: Serves as the first point of contact for customers reaching the bank by telephone or electronic channels. Represents the Bank with a friendly and helpful demeanor with every interaction Effectively engages with customer inquiries in a courteous and efficient manner according to the Bank's problem resolution procedures. Accurately processes various customer transactions. Leverages problem-solving and strong communication skills to resolve customer issues. Adheres to Customer Centric service standards Embraces the Bank's commitment to Solutions by seeking and recognizing opportunities to refer new business to different areas of the Bank, BayCoast Insurance, Plimoth Investment Advisors, BayCoast Mortgage Company, Priority Funding, and Teamwork Funding Behavior and performance align with the guiding principles and purpose that define the organization's mission (To provide exceptional service and solutions for our community), and core values (Take pride in what I do; Believe that what I do is important; Care about people; Have a positive attitude). Uses Salesforce to document and enhance the customer experience Knows features and benefits of BayCoast Bank products Evaluates customers' needs by being consultative and encouraging discussion to offer solutions Enthusiastically participates in bank-sponsored training programs, campaigns, and contests. Confirms identity of caller to protect personal and financial information. Maintains a high degree of accuracy, organization, and productivity in conducting customer transactions Demonstrates knowledge of retail, loan operations, deposit operations and E-commerce tasks Produces the expected volume of calls handled while also adhering to the Bank's Customer Centric model Prepares and processes documents completely and accurately Quickly responds to internal inquiries Responds to customer inquiries related to deposits, withdrawals, payments, general ledger entries, negotiable instruments, electronic banking, adjustments, fees, charges, and penalties. Uses judgment when reviewing and refunding deposit service charges Uses judgment when reviewing and refunding loan late fees Places stop payments on checks Assists customers with debit card disputes and card maintenance, including travel notifications and activating Apple and Google Pay. Assists customers with proper completion of debit card and account fraud forms and processes. Exhibits a high level of caution when handling customer transactions and utilizes Multi Factor Authentication methods as necessary. Processes address changes for personal and commercial customers. Troubleshoots various technical issues with online banking and bill pay access Introduces customers to bank websites, products, and services. Research inquiries requiring more complex assistance and response. Understands and adheres to bank policies and procedures for daily operations, security, and compliance. Attends all required regulatory training and other internal training as provided Performs other duties as needed. The Solutions Center Representative works to meet and exceed service and solutions goals set by BayCoast Bank. Goals include, but are not limited to, the following categories: Solutions quality goals. Solutions goals. Productivity goals such as the number of calls handled each day and average solutions length. Effective use of customers' time (average work time per call). The Solutions Center Representative is expected to report on time for his or her scheduled shift every day. The Solutions Center Representative must be ready to handle calls at the start of his or her assigned work time and is expected to adhere carefully to his or her work schedule and assigned break times. Work schedules require flexibility on the part of employees; therefore, Solutions Center Representatives may be required to alter their work times to meet the needs of the business. Solutions Center Representatives may be required to work remotely. Knowledge/Skills/Experience Requirements: High School Diploma (or equivalent), 1-2 years previous banking experience, able to deal with customers under circumstances requiring tact and diplomacy, strong interpersonal skills, strong verbal and written communications skills, able to handle confidential information. Equipment Used: General office equipment, computer, printer, copier, scanner, and fax machine. Physical/Work Condition Requirements: This position operates in a general office environment and requires frequent and continuous use of a personal computer, a telephone, and a headset. The job requires sitting for an extended period. The pace of incoming calls is often continuous. A Solutions Center Representative may handle an average of 100 calls in an eight (8) hour day. In the performance of respective tasks and duties, the employee is expected to successfully perform the essential functions of the position. Reasonable employee accommodation for physical and mental disabilities will be considered on a case-by-case basis. The employee may be required to work evenings and/or weekends, attend remote meetings and/or travel. This position is a hybrid work position that may require staff to work either remotely or in person in accordance with the needs of the business.
    $30k-35k yearly est. 5d ago
  • Call Center Representative

    Berkshire Bank 4.6company rating

    Pittsfield, MA jobs

    Division: Retail Banking Department: Call Center Reports to: Call Center Manager Status: Non-Exempt Grade: 6 Pay Range: $19.00 - $31.86 Actual compensation within the pay range will be decided based on factors including, but not limited to, skills, prior relevant experience, and specific work location. Location: Hybrid - Pittsfield, MA - 99 North St Purpose/Objective: Provides superior customer service and demonstrates desire to help responding to calls from both internal and external customers. Serves as the customer service telephone liaison for Berkshire Bank. Responds to inquiries, performs research to resolve issues, educates customers, and promotes Berkshire Bank's products and services. Identifies and offers new opportunities and solutions to meet customer's needs. Key Accountabilities: * Responds to incoming calls from both internal and external customers. Ensures excellent customer service by responding to general account inquiries, deposit and loan rate requests, information about products and services, Online Banking and ATM/Debit Card issues. Performs PIN resets, Online Banking and e-Statement set up and check order requests. Compiles information from customer and files EFT complaints for reports of unauthorized electronic activity on accounts. Follows through with all customer issues and provides ongoing assistance as needed. Identifies customer needs and offers new opportunities to customers by cross selling or referring to appropriate business line to deepen customer relationships. Supports and participates in bank initiatives and sales campaigns. 45% * Researches and resolves customer issues; manages difficult situations. Follows up on all resolutions to ensure customer satisfaction. Identifies and escalates difficult customer situations to the appropriate party. Prepares customer correspondence as needed. 20% * Processes all applicable customer account documentation to ensure compliance with Bank policy. 10% * Stays abreast of products and service offered, applicable laws and regulations, and policies and procedures. Continually advances level of knowledge to ensure the development of a full-service, omni-channel contact center which may include account opening, loan applications, loan payments, live chat, and various other customer service requests. 10% * Provides back up Sr. Customer Support Specialist to help coach and mentor new team members as needed. 5% * Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one's duties. 10% Education: * High School diploma Experience: * Minimum 1 year banking experience Skills & Knowledge: * Proficient with MS Office products (Word & Excel) and the Internet * Problem solving ability * Excellent customer service skills * Ability to work in team environment * Ability to multi-task We endeavor to make this site accessible to any and all users. Berkshire Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us at ********************.
    $19-31.9 hourly 11d ago
  • Call Center Multichannel Representative

    Berkshire Bank 4.6company rating

    Pittsfield, MA jobs

    Division: Retail Banking Department: Call Center Reports to: Call Center Manager Status: Non-Exempt Grade: 6 Pay Range: $19.00 - $31.86 Actual compensation within the pay range will be decided based on factors including, but not limited to, skills, prior relevant experience, and specific work location. Location: Pittsfield, MA - 99 North St Purpose/Objective: Provides superior customer service and demonstrates desire to help, responding to messages and calls from both internal and external customers. Responds to inquiries, performs research to resolve issues, educates customers, and promotes Beacon Bank's products and services. Identifies and offers new opportunities and solutions to meet customers' needs. Key Accountabilities: * Responds to messages received from digital customer support channels. Ensures excellent customer service by handling general account inquiries, deposit and loan rate requests, information about products and services, Online Banking and ATM/Debit Card issues. Follows through with all customer issues and provides ongoing assistance as needed. Identifies customer needs and offers new opportunities to customers by cross selling or referring to appropriate business line to deepen customer relationships. Supports and participates in bank initiatives and sales campaigns. 45% * Researches and resolves customer issues by seeking solutions with minimal direction; manages difficult situations which may require more advanced problem-solving skills. Follows up on all resolutions to ensure customer satisfaction. Responds to customer inquiries regarding Bank fees and makes appropriate decisions regarding reversals. May make decisions within guidelines and limitations regarding increases for POS transactions. Prepares customer correspondence as needed. Logs into phone system during times of high call volume. Handles escalated sales and service calls referred by other Customer Support team members. 20% * Processes all applicable customer account documentation to ensure compliance with Bank policy. 15% * Provides direction, training, and assistance to ensure procedural and service consistency. Acts as a mentor and resource to less experienced staff. 10% * Stays abreast of and demonstrates extensive knowledge of products and services offered, applicable laws/regulations, and policies and procedures. Continually develops level of knowledge to ensure the development of a full-service, omni-channel contact center, which may include account opening, loan applications, loan payments and various other customer service requests. 10% * Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one's duties. Education: * High School diploma Experience: * Minimum 3 years' banking experience * Minimum 1 years' Call Center experience * Minimum 6-12 months in Beacon Bank Call Center * Experience working remotely or in a flexible environment. Skills & Knowledge: * Proficient with MS Office products (Word & Excel) & the Internet * Ability to learn new internet banking applications * Problem solving and proven decision-making ability * Excellent customer service skills * Ability to work in team environment * Ability to multi-task * Excellent communication & interpersonal skills * Courteous, positive attitude * Excellent telephone and active listening skills * Ability to elicit customer needs with speed and composure * Extensive knowledge of Beacon Bank products and services * Cross-selling skills * Ability to handle difficult situations and customers * Ability to make educated-customer focused decisions. * Excellent written communication skills. * Flexible work schedule expectation support business needs. We endeavor to make this site accessible to any and all users. Berkshire Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us at ********************.
    $19-31.9 hourly 11d ago
  • Call Center Multichannel Representative - Medford, MA

    Berkshire Bank 4.6company rating

    Boston, MA jobs

    Division: Retail Banking Department: Call Center Reports to: Call Center Manager Status: Non-Exempt Grade: 6 Pay Range: $19.00 - $31.86 Actual compensation within the pay range will be decided based on factors including, but not limited to, skills, prior relevant experience, and specific work location. Location: Medford, MA - 60 High St Purpose/Objective: Provides superior customer service and demonstrates desire to help, responding to messages and calls from both internal and external customers. Responds to inquiries, performs research to resolve issues, educates customers, and promotes Beacon Bank's products and services. Identifies and offers new opportunities and solutions to meet customers' needs. Key Accountabilities: * Responds to messages received from digital customer support channels. Ensures excellent customer service by handling general account inquiries, deposit and loan rate requests, information about products and services, Online Banking and ATM/Debit Card issues. Follows through with all customer issues and provides ongoing assistance as needed. Identifies customer needs and offers new opportunities to customers by cross selling or referring to appropriate business line to deepen customer relationships. Supports and participates in bank initiatives and sales campaigns. 45% * Researches and resolves customer issues by seeking solutions with minimal direction; manages difficult situations which may require more advanced problem-solving skills. Follows up on all resolutions to ensure customer satisfaction. Responds to customer inquiries regarding Bank fees and makes appropriate decisions regarding reversals. May make decisions within guidelines and limitations regarding increases for POS transactions. Prepares customer correspondence as needed. Logs into phone system during times of high call volume. Handles escalated sales and service calls referred by other Customer Support team members. 20% * Processes all applicable customer account documentation to ensure compliance with Bank policy. 15% * Provides direction, training, and assistance to ensure procedural and service consistency. Acts as a mentor and resource to less experienced staff. 10% * Stays abreast of and demonstrates extensive knowledge of products and services offered, applicable laws/regulations, and policies and procedures. Continually develops level of knowledge to ensure the development of a full-service, omni-channel contact center, which may include account opening, loan applications, loan payments and various other customer service requests. 10% * Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one's duties. Education: * High School diploma Experience: * Minimum 3 years' banking experience * Minimum 1 years' Call Center experience * Minimum 6-12 months in Beacon Bank Call Center * Experience working remotely or in a flexible environment. Skills & Knowledge: * Proficient with MS Office products (Word & Excel) & the Internet * Ability to learn new internet banking applications * Problem solving and proven decision-making ability * Excellent customer service skills * Ability to work in team environment * Ability to multi-task * Excellent communication & interpersonal skills * Courteous, positive attitude * Excellent telephone and active listening skills * Ability to elicit customer needs with speed and composure * Extensive knowledge of Beacon Bank products and services * Cross-selling skills * Ability to handle difficult situations and customers * Ability to make educated-customer focused decisions. * Excellent written communication skills. * Flexible work schedule expectation support business needs. We endeavor to make this site accessible to any and all users. Berkshire Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us at ********************.
    $19-31.9 hourly 11d ago
  • Call Center Rep

    Pawtucket Credit Union 4.1company rating

    Pawtucket, RI jobs

    Coastal1 Credit Union is seeking to hire a Call Center Representative in our Contact Center! Our Call Center Reps provide quality service to members by providing information, resolving problems, and selling Credit Union products, maintain existing member relationships - provide superior level of financial services, represent the image, products, and services of Coastal1 to membership, maintain an awareness of laws and regulations affecting the department and/or areas of responsibility. This is an on-site, in office position. Founded in 1928 and based in Pawtucket, Coastal1 Credit Union is a growing, member-focused organization serving over 130,000 members. Today, Coastal1 has 19 branches throughout RI and MA, including Bristol, Cranston (2), Cumberland, East Greenwich, East Providence (2), Johnston, North Kingstown, North Providence, Pawtucket (3), Providence, Smithfield, Wakefield, Warwick (2), and North Attleboro, MA. We are committed to helping members achieve their financial goals. Coastal1 Credit Union is committed to providing the best in products, services, rates and changes in technology for our members convenience and security providing "The smarter way to bank." We are focused on simply being the best overall community financial institution in the markets we serve. Coastal1 offers competitive pay and great benefits including medical, dental and vision for you and your dependents. In addition, we offer paid time off to promote work/life balance, on-site fitness center, 401(k) with a company match, employee homebuyer assistance, plus much more! Duties and Responsibilities * Provide accurate, efficient quality customer service to members and prospective members over the phone. * Be a Subject Matter Expert to resolve member issues and inquiries on accounts to include account activity, fraud disputes, debit card issues and Online Banking issues and resolution within level of authority. Forward inquiries to appropriate department for resolution beyond area of authority, access, or knowledge. * Order checks and complete account maintenance and transaction slips accurately and in a timely manner. Accept and process loan payments through Orbipay loan payment system. * Make recommendations and/or decision fee reversal requests and provide alternate overdraft solutions. * Educate members on account criteria, features, benefits and recommend alternate solutions to member concerns. * Recognize referral opportunities, complete VISA applications over the phone, cross sell other Coastal1 products and services such as Online Banking enrollment and achieve minimum required referral goals. * Demonstrate knowledge of Credit Union products and services, policies, and procedures. * Ensure compliance with Coastal1's Bank Secrecy Act/Anti-Money Laundering Policy and related procedures, Member Identification Program and Office of Foreign Assets Control screening and record keeping requirements. * Perform other duties as required. Education and Experience Requirements * Minimum of a high school diploma or equivalent required. * At least 2 years demonstrated successful work experience as a Teller with a strong background in customer service. * Demonstrated ability to manage multiple projects simultaneously with time management/organizational/multi-tasking skills. * Familiarity with basic math concepts required. * Must be able to focus and pay attention to detail when processing a high volume of work, occasionally work under pressure and have the ability to meet tight deadlines. * Familiarity with PC's and basic office software such as MS Office. * Must have the ability to learn new and changed procedures and methods for processing member transactions. * Ability to maintain a high level of professionalism and excellent customer service skills, demeanor, appropriate business appearance, and demonstrated knowledge of Coastal1's products and services, policies, and procedures. * Ability to maintain a positive and upbeat Credit union image. * Ability to handle confidential information securely. * Ability to work collaboratively across all levels and functions of Coastal1 to coordinate solutions. * Ability to work independently and as a team member. * Bi-lingual helpful Equal Opportunity Employer
    $30k-34k yearly est. 14d ago
  • Remote Customer Service Rep

    Globe Life 4.6company rating

    New Hampshire jobs

    Are you looking for a fast-paced job that will allow you to utilize your superior customer service skills in a rewarding environment? We would love for you to become a respected member of our team! As a valued customer service representative, you will be the first line of communication for our customers and will become the trusted face of our company. Earn monetary rewards and prizes as you help drive yourself and your team to successfully meet monthly, quarterly and annual sales goals. Experience the excitement of fostering team unity as you work closely with management and fellow employees to nurture trust and build rapport with our customers. Job Responsibilities Interact with customers by answering phone calls promptly, and meeting with customers in person as needed. Resolve complaints and customer problems in an efficient and friendly manner with the primary goal of satisfying their needs and continuing to earn their business. Perform basic billing duties, including completing customer transactions, issuing refunds as needed, researching past billing discrepancies and taking care of product exchanges. Generate new sales Provide customers with status reports on applications. Update customer databases, including contact details, past complaints and resolutions, billing information, and auto-shipment enrollment. Meet weekly, monthly and annual goals for call volume, customer satisfaction, sales and rapid response times. Analyze and set personal and departmental performance goals designed to improve customer satisfaction. Assist management in coming up with attractive incentives and rewards for superior performance. Participate in weekly interdepartmental meetings and prepare to report on any customer issues that came up during the week and how they were resolved. Job Skills & Qualifications High school diploma or equivalent Ability to comfortably sit for long periods of time Attention to details Strong interpersonal skills
    $29k-33k yearly est. 60d+ ago
  • Call Center Representative Trainee

    Unibank 3.9company rating

    Whitinsville, MA jobs

    We have a Unique opportunity to join our Call Center team as our newest Trainee in a full-time role. We are group of talented, professional individuals passionate about supporting our customers and co-workers. We're looking for someone who believes in the mission of a community bank, who gets excited about learning new things, strives to provide exceptional service and thrives in an environment where you'll be challenged every day. If being part of a team that gets to makes a difference, has an opportunity to learn about all aspects of our business and wants to fun along the way each day - then come join us! Position Overview: Assists UniPay customers with questions or issues regarding their accounts received via phone. Calls are predominantly routine, but may require deviation from standard screens, scripts, and procedures. Uses computerized system for tracking, information gathering, and/or troubleshooting. Position requires moderate knowledge of the UniPay product and/or services. Must have good communication and problem-solving skills. This is an entry level position with the intent to cross train to the “bank call center” skill set. Primary Accountabilities: Exceeds customers' service and sales expectations in an inbound call center environment. Occasionally required to make outgoing calls as requested. Accurately complete online account transactions, maintenance and service requests from UniPay customers Maintain an understanding of UniPay products and services, procedure, policies and appropriate regulatory issues. Cross-sell features of the UniPay services. Excellent listening skills and the ability to ask probing questions, understand concerns, and overcome objection. Strong work ethic and able to effectively manage multiple priorities and adapt to change within a fast-paced business environment. Meet Quality Assurance and cross-sell requirements and other key performance metrics with a strong attention to meeting daily service levels with accuracy. Provides branch teller and switchboard coverage as needed. Knowledge, Skills, Experience and Education: HS Diploma or equivalent required. Knowledge of customer service practices and technology highly preferred Experience in a call center environment helpful Minimum 1 year of previous banking or business experience required. Superior listening, verbal, and written communication skills Ability to handle stressful situation appropriately. Bilingual (Spanish or Portuguese) a plus Intermediate to advanced skills in Microsoft Office. Must be able to work without direct supervision, solve problems, perform under stressful conditions, use internet for research. Manage multiple priorities and adapt to change within a fast-paced business environment. Must have excellent oral, written, interpersonal, math and computer skills. About UniBank We are UniBank, a team of civic-minded financial professionals and all-around great people working together to enrich people, businesses and municipalities across New England. We don't abide by the doctrine of big, national banks. What we believe is different. What we believe is unique. We believe in our community. And we believe in the people who live here. We believe in committing time and financial support to local nonprofits. We believe in finding innovative solutions for affordable housing, community development and independent business. And yet, we are bankers. We are a mutual bank, owned by its customers, dedicated to local service. We are technology leaders. Since launching our first online payment platform in 2003, we've never stopped delivering the most effective technology to our customers. We are a unique blend of consumer, civic and business banking with more than 150 years of history. We are an exception to the rule. We are unique. Unique to people. Unique to business. Unique to local government. We are UniBank. Bank Different. Bank Unique. This position is not subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. UniBank is committed to fair, competitive, and market-informed pay for our employees. The estimated base hourly rate for this position is $18.00/hr to $21.00/hr. Final hourly offer will be determined based on a particular candidate's unique combination of factors such as skills, education, experience and certifications. In addition to those factors, we believe in the importance of pay equity and consider the internal equity of our current employees as part of any final offer. UniBank supports the internal growth and development of our employees and so it is rare to have an initial employment offer at the top of a positions pay grade. As a candidate, you are encouraged to have an open conversation with the hiring team regarding any compensation and benefit related questions. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, status as a veteran or as an individual with a disability. Participant in E-Verify.
    $18-21 hourly Auto-Apply 60d+ ago
  • Call Center Representative Trainee

    Unibank 3.9company rating

    Whitinsville, MA jobs

    We have a Unique opportunity to join our Call Center team as our newest Trainee in a full-time role. We are group of talented, professional individuals passionate about supporting our customers and co-workers. We're looking for someone who believes in the mission of a community bank, who gets excited about learning new things, strives to provide exceptional service and thrives in an environment where you'll be challenged every day. If being part of a team that gets to makes a difference, has an opportunity to learn about all aspects of our business and wants to fun along the way each day - then come join us! Position Overview: Assists UniPay customers with questions or issues regarding their accounts received via phone. Calls are predominantly routine, but may require deviation from standard screens, scripts, and procedures. Uses computerized system for tracking, information gathering, and/or troubleshooting. Position requires moderate knowledge of the UniPay product and/or services. Must have good communication and problem-solving skills. This is an entry level position with the intent to cross train to the “bank call center” skill set. Primary Accountabilities: Exceeds customers' service and sales expectations in an inbound call center environment. Occasionally required to make outgoing calls as requested. Accurately complete online account transactions, maintenance and service requests from UniPay customers Maintain an understanding of UniPay products and services, procedure, policies and appropriate regulatory issues. Cross-sell features of the UniPay services. Excellent listening skills and the ability to ask probing questions, understand concerns, and overcome objection. Strong work ethic and able to effectively manage multiple priorities and adapt to change within a fast-paced business environment. Meet Quality Assurance and cross-sell requirements and other key performance metrics with a strong attention to meeting daily service levels with accuracy. Provides branch teller and switchboard coverage as needed. Knowledge, Skills, Experience and Education: HS Diploma or equivalent required. Knowledge of customer service practices and technology highly preferred Experience in a call center environment helpful Minimum 1 year of previous banking or business experience required. Superior listening, verbal, and written communication skills Ability to handle stressful situation appropriately. Bilingual (Spanish or Portuguese) a plus Intermediate to advanced skills in Microsoft Office. Must be able to work without direct supervision, solve problems, perform under stressful conditions, use internet for research. Manage multiple priorities and adapt to change within a fast-paced business environment. Must have excellent oral, written, interpersonal, math and computer skills. About UniBank We are UniBank, a team of civic-minded financial professionals and all-around great people working together to enrich people, businesses and municipalities across New England. We don't abide by the doctrine of big, national banks. What we believe is different. What we believe is unique. We believe in our community. And we believe in the people who live here. We believe in committing time and financial support to local nonprofits. We believe in finding innovative solutions for affordable housing, community development and independent business. And yet, we are bankers. We are a mutual bank, owned by its customers, dedicated to local service. We are technology leaders. Since launching our first online payment platform in 2003, we've never stopped delivering the most effective technology to our customers. We are a unique blend of consumer, civic and business banking with more than 150 years of history. We are an exception to the rule. We are unique. Unique to people. Unique to business. Unique to local government. We are UniBank. Bank Different. Bank Unique. This position is not subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. UniBank is committed to fair, competitive, and market-informed pay for our employees. The estimated base hourly rate for this position is $18.00/hr to $21.00/hr. Final hourly offer will be determined based on a particular candidate's unique combination of factors such as skills, education, experience and certifications. In addition to those factors, we believe in the importance of pay equity and consider the internal equity of our current employees as part of any final offer. UniBank supports the internal growth and development of our employees and so it is rare to have an initial employment offer at the top of a positions pay grade. As a candidate, you are encouraged to have an open conversation with the hiring team regarding any compensation and benefit related questions. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, status as a veteran or as an individual with a disability. Participant in E-Verify.
    $18-21 hourly Auto-Apply 60d+ ago
  • Call Center Representative in Framingham

    Electronic Merchant Systems 4.1company rating

    Framingham, MA jobs

    We are looking for an enthusiastic Call Center Rep in Framingham to generate appointments by cold calling or following up with Inbound Leads and sales representative contacts lists in a fast-paced environment. You will be responsible for influencing potential business owners to schedule an appointment to meet with our field sales team, where they can receive a complimentary review and consultation on multiple product lines that can impact their small business. A successful Call Center Representative must be friendly yet convincing. You must be able to use confidence through script and conversation to get past potential “gatekeepers” to reach a decision-maker to schedule a meeting for a complimentary consultation. The ideal candidate must be patient and cool-tempered. We will provide you with actionable daily benchmarks to hit so you can meet your income goals each and every month. You will have a dedicated support staff willing to coach you every step of the way in this position. This Position Includes: Full-time employment with base salary and benefits The unlimited earning potential with commission and bonuses Paid vacation and personal time 401K with matching In addition to the base rate of pay, this position has a lot of opportunities for weekly commissions Benefits: Compensation package including base salary and commissions with unlimited income potential. Comprehensive benefits include medical, dental, & 401(k). Outstanding training and career growth potential. Call Center Representative Job Requirements The following are the requirements for this position: Cold-calling and negotiation skills Knowledge of Microsoft Outlook, Word, & Excel Excellent spoken and written communication skills Strong organizational skills and capability of managing multiple tasks Strong work ethic and a positive attitude The above-mentioned skills are required for an individual to be considered. If you are an individual with a “will do & must achieve” attitude and have an uncanny ability to generate results over the phone, please submit your information today to schedule an interview. Electronic Merchant Systems is proud to be an Equal Opportunity Employer M/F/V/D Committed to Affirmative Action. Job Type: Full-time Salary: $17.00/hour + Bonuses + CommissionsExperience: call center: 1 year (Preferred)
    $17 hourly 60d+ ago
  • Customer Service Representative

    Concord General Mutual Insurance Company 4.5company rating

    Bedford, NH jobs

    As a Customer Service Representative, you will provide exceptional service to our agency partners and policyholders by developing, and maintaining, deep knowledge of our products, systems and services in order to effectively respond to their daily inquiries and communications. This critical resource serves as a mentor to junior team members, and maintains broad visibility across the company in order to develop and deliver top-quality service standards. Success in this role provides extensive career path opportunity throughout the organization. Responsibilities Responsible for servicing agents and policyholders with information relating to policies including bills, payments, coverage information, etc. Handle an average of 35-45 inbound phone calls per day, and be responsible for end-to-end call resolution. Respond to agency partners and policyholders through chats, emails, and telephone calls. Educate agents and policyholders to manage their accounts on our customer website. Investigate and resolve payment inquiries. Process and mail underwriting notices. Create policyholder and agency correspondence. Other duties as assigned. Requirements High school diploma or equivalent required, undergraduate college degree strongly preferred Ability to build rapport with agents, policyholders and team members Excellent communication, interpersonal, and problem-solving skills Must be dependable, reliable, and possess an energetic and positive attitude Proficiency in Microsoft Office suite of products, including Word and Excel Benefits At The Concord Group, we're proud to offer a comprehensive benefits package designed to support the wellbeing of our associates. This includes medical, vision, dental, life insurance, disability insurance, and a generous paid time off program for vacation, personal, sick time, and holiday pay. Additional benefits include parental leave, adoption assistance, fertility treatment assistance, a competitive 401(k) plan with company match, gym member/fitness class reimbursement, and additional resources and programs that encourage professional growth and overall wellness. Why Concord Group Insurance Since 1928, The Concord Group has been protecting families and small businesses across New England with trusted, personal insurance solutions. The Concord Group is a member of The Auto Owners Group of Companies and is recognized as a leading insurance provider through the independent agency system. Rated A+ (Superior) by AM Best, the company is represented by more than 550 of the best local independent agents throughout Maine, Massachusetts, New Hampshire, and Vermont. At Concord Group, we believe in more than just insurance, we believe in our people. Our associates thrive in a supportive, collaborative workplace where community involvement, professional growth, and shared values drives everything we do. Starting your career with The Concord Group means joining a team that values people first and gives you the opportunity to grow, give back, and make a lasting difference in the lives of those we serve. Compensation We are dedicated to fair and competitive total compensation package that supports the wellbeing and success of our associates. In addition to this, we offer other components like bonus opportunities. Equal Employment Opportunity The Concord Group is an equal opportunity employer and hires, transfers, and promotes based on ability, without consideration of disability, age, sex, race, color, religion, height, weight, marital status, sexual orientation, gender identity or national origin, or any factor contrary to federal, state, or local law. The Concord Group participates in E-Verify.
    $28k-33k yearly est. Auto-Apply 2d ago
  • Customer Sales & Service Rep II

    East Cambridge Savings Bank 4.0company rating

    Cambridge, MA jobs

    East Cambridge Savings Bank's Retail Division is actively recruiting for Customer Sales & Service Representative II Assigned work location may include Arlington, Belmont, Cambridge, Chelsea, Malden, Medford, Somerville, Waltham, or Woburn. Function: Under the direction of the Business Development Sales Manager, perform a variety of service related functions, identify customer needs and respond to those needs in an efficient and pleasing manner with an emphasis on cross sales. We are looking for a candidate with: 3 years experience in a Retail environment or a bachelor's degree with 1 year experience in a Retail environment. 3years customer service and sales experience in an incentive-based role. Retail banking preferred. Working knowledge of digital banking products Demonstrated ability to meet individual sales goals on a Monthly/Annual basis Demonstrated knowledge of the Bank's products and services Ability to perform a variety of tasks simultaneously and prioritize activities as required Excellent interpersonal and verbal communication skills If applicable, able to register as a licensed Mortgage Loan Originator as required under the S.A.F.E. Act. Must be available to work until closing and Saturday Spanish speaking preferred Essential Job Functions: Greet and assist customers in a professional and personally responsive manner in accordance with the Bank's Customer Service Standards, provide information on a variety of banking products/services. Make referrals as needed. Be knowledgeable and understanding of the customers' needs by conducting a needs analysis and recommend products/services as appropriate. Sell and cross-sell products and services to existing and new customers toward established sales goals. Ensure that mystery shop service standards are achieved. Responsible for attaining predetermined sales goals on a monthly/annual basis in accordance with the Bank's Customer Service Standards. Assist with Banking Center sales promotion strategies. Complete all required Bank Secrecy Act training annually and maintain knowledge of current BSA related policies and procedures. To assist with Bank Secrecy Act compliance, recognize and document currency transactions and checks purchased in excess of $10,000, as well as checks purchased between $3,000-$10,000. Identify and report potential suspicious activity. Train new Customer Sales & Service Representatives, Customer Service Associates and Clerk/Tellers in entry-level work and customer service standards; and review new procedures and services with trained staff. Evaluate work performance. Conduct loan interviews, accept loan applications, respond to mortgage inquiries. Follow up on referrals for personal sales opportunities and from other retail Banking Center employees. Contact customers by letter, telephone and other means to strengthen account relationships. Responsible for effective handling of telephone calls pertaining to requests for information, problems, questions regarding service, policies, procedures, etc. Ensure on daily basis, proper documentation and accuracy of transactions and balance work. Verify all cash transactions and that cash is in proof. Maintain compliance with Bank policies and procedures, federal, state and local laws and regulations, including but not limited to the S.A.F.E. Act and its registration, renewal and updating requirements if applicable. Maintain knowledge of current industry practices and trends as well as Bank products and services by attending training seminars as needed. Maintain compliance with Bank policies and procedures. Maintain knowledge of current industry practices and trends as well as Bank products and services by attending training seminars as needed. Assist with promoting East Cambridge Savings Bank products/services to local businesses. Arrange appointments with customers, utilizing branch locations most convenient to them. Inform management of progress toward goals and ask for assistance as needed. Report sales activity to investment planning and retail management on a weekly basis. Maintain proper documentation. Contact our Human Resources Division or visit ******************** for more details and to apply. Or submit your resume to: Email: **************** Fax: ************ Phone: ************ East Cambridge Savings Bank, Attn: Human Resources 344 Cambridge Street Cambridge, MA 02141 East Cambridge Savings Bank is an Equal Opportunity Employer/Veterans/Disabled
    $40k-56k yearly est. Auto-Apply 60d+ ago
  • Customer Sales & Service Rep I

    East Cambridge Savings Bank 4.0company rating

    Cambridge, MA jobs

    East Cambridge Savings Bank's Retail Division is actively recruiting for Customer Sales & Service Representative I. Assigned work location may include Arlington, Belmont, Cambridge, Chelsea, Malden, Medford, Somerville, Waltham, or Woburn. Function: Under the general supervision of the Business Development Sales Manager, perform a variety of customer service functions, identify customer needs and respond to those needs in an efficient and pleasing manner. We are looking for a candidate with: 3 years experience in a retail environment with customer service experience; or a Bachelor's degree with 1 year customer service experience in a retail environment. Retail Banking preferred. Working knowledge of digital banking products 1 year of sales experience in an incentive based role. Demonstrated ability to meet individual sales goals on a Monthly/Annual basis. Working knowledge of the Bank's products and services preferred. Ability to perform a variety of task simultaneously and prioritize activities as required. Excellent interpersonal and communication skills. Must be available to work until closing and Saturday Spanish speaking preferred Essential Job Functions: Greet and assist customers in a professional and personally responsive manner in accordance with the Bank's Customer Service Standards. Provide information to new and existing customers on a variety of products and services. Assist customers with servicing matters and/or questions pertaining to existing accounts. Ensure that mystery shop service standards are achieved. Sell and cross-sell products and services to new and existing customers. Be knowledgeable and understanding of the customers' needs by conducting a needs analysis. Generate and pursue sales leads by telephone, letter and personal contact. Responsible for attaining predetermined sales goals on a monthly/annual basis in accordance with the Bank's Customer Service Standards. Participate in the development of ongoing banking center sales promotional strategies and activities. Train new Customer Sales & Service Representatives, Customer Service Associates and Clerk/Tellers in entry-level work and customer service standards; and review new procedures and services with trained staff. Evaluate work performance. Cultivate strong relationships with back office service partners to ensure delivery of high quality customer service, ongoing communication needs and operational consistency. Open and close all types of products. Enter holds and provide customer with appropriate notice. Ensure that disclosures are completed and distributed to customer. Ensure that all documents are processed and distributed to appropriate departments on a daily basis. Recognize and refer any problems or difficult situations to a supervisor. Process work on a specific day according to customers' instructions, such as TDC renewal, closeout, transfers, etc. Ensure on daily basis, proper documentation and accuracy of transactions and balance work. Verify all cash transactions and that cash is in proof. Complete all required Bank Secrecy Act training annually and maintain knowledge of current BSA related policies and procedures. To assist with Bank Secrecy Act compliance, recognize and document currency transactions and checks purchased in excess of $10,000, as well as checks purchased between $3,000-$10,000. Identify and report potential suspicious activity. Process customers' transactions through the computer and research customers' accounts through the computer. Perform as a Customer Service Associate when office needs dictate. Supportive Job Functions: As needed, participate in community activities to promote a positive image for the Bank. Redeem US Savings Bonds, sell travelers checks, and assist with outgoing wire transfers. Make appropriate changes to accounts, such as title, address, TIN. Set up Direct Deposit and PATS for customers. Maintain interest rate chart and all bank services literature in the lobby area. Process office correspondence as required. Contact our Human Resources Division or visit ******************** for more details and to apply. Or submit your resume to: Email: **************** Fax: ************ Phone: ************ East Cambridge Savings Bank, Attn: Human Resources 344 Cambridge Street Cambridge, MA 02141 East Cambridge Savings Bank is an Equal Opportunity Employer/Veterans/Disabled
    $40k-56k yearly est. Auto-Apply 60d+ ago
  • Customer Sales & Service Rep I

    East Cambridge Savings Bank 4.0company rating

    Cambridge, MA jobs

    Job Description East Cambridge Savings Bank's Retail Division is actively recruiting for Customer Sales & Service Representative I. Assigned work location may include Arlington, Belmont, Cambridge, Chelsea, Malden, Medford, Somerville, Waltham, or Woburn. Function: Under the general supervision of the Business Development Sales Manager, perform a variety of customer service functions, identify customer needs and respond to those needs in an efficient and pleasing manner. We are looking for a candidate with: 3 years experience in a retail environment with customer service experience; or a Bachelor's degree with 1 year customer service experience in a retail environment. Retail Banking preferred. Working knowledge of digital banking products 1 year of sales experience in an incentive based role. Demonstrated ability to meet individual sales goals on a Monthly/Annual basis. Working knowledge of the Bank's products and services preferred. Ability to perform a variety of task simultaneously and prioritize activities as required. Excellent interpersonal and communication skills. Must be available to work until closing and Saturday Spanish speaking preferred Essential Job Functions: Greet and assist customers in a professional and personally responsive manner in accordance with the Bank's Customer Service Standards. Provide information to new and existing customers on a variety of products and services. Assist customers with servicing matters and/or questions pertaining to existing accounts. Ensure that mystery shop service standards are achieved. Sell and cross-sell products and services to new and existing customers. Be knowledgeable and understanding of the customers' needs by conducting a needs analysis. Generate and pursue sales leads by telephone, letter and personal contact. Responsible for attaining predetermined sales goals on a monthly/annual basis in accordance with the Bank's Customer Service Standards. Participate in the development of ongoing banking center sales promotional strategies and activities. Train new Customer Sales & Service Representatives, Customer Service Associates and Clerk/Tellers in entry-level work and customer service standards; and review new procedures and services with trained staff. Evaluate work performance. Cultivate strong relationships with back office service partners to ensure delivery of high quality customer service, ongoing communication needs and operational consistency. Open and close all types of products. Enter holds and provide customer with appropriate notice. Ensure that disclosures are completed and distributed to customer. Ensure that all documents are processed and distributed to appropriate departments on a daily basis. Recognize and refer any problems or difficult situations to a supervisor. Process work on a specific day according to customers' instructions, such as TDC renewal, closeout, transfers, etc. Ensure on daily basis, proper documentation and accuracy of transactions and balance work. Verify all cash transactions and that cash is in proof. Complete all required Bank Secrecy Act training annually and maintain knowledge of current BSA related policies and procedures. To assist with Bank Secrecy Act compliance, recognize and document currency transactions and checks purchased in excess of $10,000, as well as checks purchased between $3,000-$10,000. Identify and report potential suspicious activity. Process customers' transactions through the computer and research customers' accounts through the computer. Perform as a Customer Service Associate when office needs dictate. Supportive Job Functions: As needed, participate in community activities to promote a positive image for the Bank. Redeem US Savings Bonds, sell travelers checks, and assist with outgoing wire transfers. Make appropriate changes to accounts, such as title, address, TIN. Set up Direct Deposit and PATS for customers. Maintain interest rate chart and all bank services literature in the lobby area. Process office correspondence as required. Contact our Human Resources Division or visit ******************** for more details and to apply. Or submit your resume to: Email: **************** Fax: ************ Phone: ************ East Cambridge Savings Bank, Attn: Human Resources 344 Cambridge Street Cambridge, MA 02141 East Cambridge Savings Bank is an Equal Opportunity Employer/Veterans/Disabled
    $40k-56k yearly est. Easy Apply 21d ago
  • Customer Sales & Service Rep II

    East Cambridge Savings Bank 4.0company rating

    Cambridge, MA jobs

    Job Description East Cambridge Savings Bank's Retail Division is actively recruiting for Customer Sales & Service Representative II Assigned work location may include Arlington, Belmont, Cambridge, Chelsea, Malden, Medford, Somerville, Waltham, or Woburn. Function: Under the direction of the Business Development Sales Manager, perform a variety of service related functions, identify customer needs and respond to those needs in an efficient and pleasing manner with an emphasis on cross sales. We are looking for a candidate with: 3 years experience in a Retail environment or a bachelor's degree with 1 year experience in a Retail environment. 3years customer service and sales experience in an incentive-based role. Retail banking preferred. Working knowledge of digital banking products Demonstrated ability to meet individual sales goals on a Monthly/Annual basis Demonstrated knowledge of the Bank's products and services Ability to perform a variety of tasks simultaneously and prioritize activities as required Excellent interpersonal and verbal communication skills If applicable, able to register as a licensed Mortgage Loan Originator as required under the S.A.F.E. Act. Must be available to work until closing and Saturday Spanish speaking preferred Essential Job Functions: Greet and assist customers in a professional and personally responsive manner in accordance with the Bank's Customer Service Standards, provide information on a variety of banking products/services. Make referrals as needed. Be knowledgeable and understanding of the customers' needs by conducting a needs analysis and recommend products/services as appropriate. Sell and cross-sell products and services to existing and new customers toward established sales goals. Ensure that mystery shop service standards are achieved. Responsible for attaining predetermined sales goals on a monthly/annual basis in accordance with the Bank's Customer Service Standards. Assist with Banking Center sales promotion strategies. Complete all required Bank Secrecy Act training annually and maintain knowledge of current BSA related policies and procedures. To assist with Bank Secrecy Act compliance, recognize and document currency transactions and checks purchased in excess of $10,000, as well as checks purchased between $3,000-$10,000. Identify and report potential suspicious activity. Train new Customer Sales & Service Representatives, Customer Service Associates and Clerk/Tellers in entry-level work and customer service standards; and review new procedures and services with trained staff. Evaluate work performance. Conduct loan interviews, accept loan applications, respond to mortgage inquiries. Follow up on referrals for personal sales opportunities and from other retail Banking Center employees. Contact customers by letter, telephone and other means to strengthen account relationships. Responsible for effective handling of telephone calls pertaining to requests for information, problems, questions regarding service, policies, procedures, etc. Ensure on daily basis, proper documentation and accuracy of transactions and balance work. Verify all cash transactions and that cash is in proof. Maintain compliance with Bank policies and procedures, federal, state and local laws and regulations, including but not limited to the S.A.F.E. Act and its registration, renewal and updating requirements if applicable. Maintain knowledge of current industry practices and trends as well as Bank products and services by attending training seminars as needed. Maintain compliance with Bank policies and procedures. Maintain knowledge of current industry practices and trends as well as Bank products and services by attending training seminars as needed. Assist with promoting East Cambridge Savings Bank products/services to local businesses. Arrange appointments with customers, utilizing branch locations most convenient to them. Inform management of progress toward goals and ask for assistance as needed. Report sales activity to investment planning and retail management on a weekly basis. Maintain proper documentation. Contact our Human Resources Division or visit ******************** for more details and to apply. Or submit your resume to: Email: **************** Fax: ************ Phone: ************ East Cambridge Savings Bank, Attn: Human Resources 344 Cambridge Street Cambridge, MA 02141 East Cambridge Savings Bank is an Equal Opportunity Employer/Veterans/Disabled
    $40k-56k yearly est. Easy Apply 21d ago
  • Call Center Specialist (Multiple Openings)

    Camden National Corporation 3.5company rating

    Berlin, NH jobs

    Live here. Play here. Bank here. Work here. If you're looking to build your career at a forward-thinking organization with deep community roots and a vision for growth, success, and giving back, you've come to the right place. Get to know us: * We're your local community bank-and have been since 1875-that is committed to providing excellent customer service and giving back to our communities. * We foster a collaborative, inclusive work environment as part of a close-knit team where your voice is valued and heard. * Our highly engaged employees are rewarded for their performance and have ample opportunities for cross-training and advancement within the organization. * We've been named one of the best places to work in Maine, and offer robust benefits focused on your holistic well-being. __________________________________________________________________________________________________ We want to get to know you: Are you looking to expand your banking experience or ready to transfer your customer service skills into a new industry? If any of the below ring true for you, the Customer Care Specialist role may be a perfect fit for you! * Are you passionate about helping others and providing exceptional customer service to a variety of customers over the phone? * Are you looking for variety in your day-to-day and thrive at multi-tasking? * Are you tech-savvy and have excellent attention to detail in a fast-paced environment? * Are you someone who enjoys problem-solving and providing timely resolutions while maintaining a positive attitude? * Are you looking to work on a highly engaged team who likes to have fun? * Are you looking to join an organization that invests in its employees and offers ongoing training for the job that sets you up for success? * Have you been searching for a company that rewards high performers, offers cross-training, and prioritizes promoting from within? If so, we are seeking an individual eager to join our team as a Customer Care Specialist! No previous banking experience is required, we will train you! Are you motivated by a position where you can: * Provide smart friendly customer service to customers over the phone, * Assist customers with their banking needs and maintain a knowledge of a variety of bank products and procedures, * Navigate multiple computer systems, multi-task, and document outcomes during and after calls, * Collaborate with other departments across the bank to assist with customer's needs and solve problems and, * Offer advice to our customers to deepen their relationships. If you're eager to take initiative and bring a positive attitude, we invite you to transfer your skills and become a part of our team! ________________________________________________________ Our comprehensive total rewards package offers something for everyone! * Robust medical, dental, and vision insurance packages * Generous time off, including paid federal holidays and paid day off for your birthday * 401(k) retirement savings plan * Tuition reimbursement, professional development, and career growth opportunities * Employee assistance program * Comprehensive wellness program Pursue a career at Camden National Bank and apply today. We can't wait to hear from you! _____________________________________________________________________ We are guided and inspired by our Core Values: * Honest and Integrity above all else * Trust built on fairness * Service that creates remarkable experiences * Responsibility to use our resources for the greater good * Excellence through hard work and lifelong learning * Diversity realized through inclusion and respect Equal Opportunity Employer Employment with Camden National is on an at-will basis, meaning employment is not guaranteed for any specific period of time, and any employment relationship established may be terminated by either party at any time, for any reason, with or without notice. Completion of an employment application is not a contract, express or implied, guaranteeing employment. Camden National Bank is an Equal Opportunity Employer and does not discriminate on the grounds of race, color, religion, sex, sexual orientation, including gender identity and gender expression, national origin, citizenship status, age, disability, genetic information or veteran status. Learn more about why employees love working at Camden National Bank!
    $29k-32k yearly est. Auto-Apply 47d ago
  • Customer Service Representative

    Mortgage Contracting Services 4.4company rating

    Attleboro, MA jobs

    At Chain Store Maintenance - an MCS Company, we strive to make communities shine through the exceptional customer service we provide our customers and our vendors. As a Customer Service Representative of CSM, your goal is to ensure exceptional service standards and sustain high customer satisfaction. Essential Duties & Responsibilities: Handle large volume of inbound and outbound calls. Dispatch work orders to appropriate contractors (including emergency and next day calls). Hire new contractors as needed. Following up via phone and email for schedule dates. Providing superior communication to the customers via phone, email or web-based platforms. Typing and providing estimates to customers. Supervisory Responsibilities: This position has no supervisory responsibilities This position has supervisory responsibilities Competencies: Must have excellent written and verbal skills. Ability to multi-task and manage time efficiently in a fast-paced environment. Ability to handle and resolve customer concerns. Must be well organized and have a high attention to detail. Must have a high sense of urgency. Ability to work independently as well as in a team environment. Must be able to reliably commute to our office located in Attleboro, MA. Education and Experience: Education: High School Diploma or equivalent work experience Experience: Six months internal or relevant experience Physical Requirements and Work Content: Americans with Disability Specifications: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is occasionally required to stand, move, operate with hands and arms, and lift up to 15 pounds. The employee is regularly required to use hands to operate or feel objects, tools or controls, communicate, distinguish or identify, adjust or focus. Work Environment: Work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. This position is a sedentary position that requires 8 hours of sitting at a desk in a climate-controlled environment with frequent computer, mouse and phone work. Additional Comments: These declarations are not to be an “all-inclusive” list of the duties and responsibilities nor of the skills and abilities required to do the job. They are intended only to describe the general nature of the job and a reasonable representation of its activities. Additional essential functions and/or tasks may be identified by the company and listed as such in the incumbent's performance appraisal. Various tasks may be assigned under each task or function. The incumbent performs other job-related duties as assigned and required. This document does not create an employment contract, implied or otherwise, other than an “at-will” employment relationship. EOE/Minority/Female/Disabled/Veteran
    $31k-39k yearly est. Auto-Apply 5d ago
  • Customer Service Representative

    Mortgage Contracting Services 4.4company rating

    Attleboro, MA jobs

    Job DescriptionSummary: At Chain Store Maintenance - an MCS Company, we strive to make communities shine through the exceptional customer service we provide our customers and our vendors. As a Customer Service Representative of CSM, your goal is to ensure exceptional service standards and sustain high customer satisfaction. Essential Duties & Responsibilities: Handle large volume of inbound and outbound calls. Dispatch work orders to appropriate contractors (including emergency and next day calls). Hire new contractors as needed. Following up via phone and email for schedule dates. Providing superior communication to the customers via phone, email or web-based platforms. Typing and providing estimates to customers. Supervisory Responsibilities: This position has no supervisory responsibilities This position has supervisory responsibilities Competencies: Must have excellent written and verbal skills. Ability to multi-task and manage time efficiently in a fast-paced environment. Ability to handle and resolve customer concerns. Must be well organized and have a high attention to detail. Must have a high sense of urgency. Ability to work independently as well as in a team environment. Must be able to reliably commute to our office located in Attleboro, MA. Education and Experience: Education: High School Diploma or equivalent work experience Experience: Six months internal or relevant experience Physical Requirements and Work Content: Americans with Disability Specifications: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is occasionally required to stand, move, operate with hands and arms, and lift up to 15 pounds. The employee is regularly required to use hands to operate or feel objects, tools or controls, communicate, distinguish or identify, adjust or focus. Work Environment: Work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. This position is a sedentary position that requires 8 hours of sitting at a desk in a climate-controlled environment with frequent computer, mouse and phone work. Additional Comments: These declarations are not to be an “all-inclusive” list of the duties and responsibilities nor of the skills and abilities required to do the job. They are intended only to describe the general nature of the job and a reasonable representation of its activities. Additional essential functions and/or tasks may be identified by the company and listed as such in the incumbent's performance appraisal. Various tasks may be assigned under each task or function. The incumbent performs other job-related duties as assigned and required. This document does not create an employment contract, implied or otherwise, other than an “at-will” employment relationship. EOE/Minority/Female/Disabled/Veteran
    $31k-39k yearly est. 5d ago

Learn more about Rockland Trust jobs