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Customer Service Specialist jobs at United Community Bank - 22 jobs

  • Customer Service Specialist

    United Community Bank 4.5company rating

    Customer service specialist job at United Community Bank

    Customer Service Specialist Join our vibrant team as a Customer Service Specialist in our on-site Customer Contact Center in Blairsville, GA and Laurens, SC! In this role, you'll handle a variety of high-quality customer service requests via phone, chat, secure message, and email. You'll focus on First Contact Resolution while managing risk for both the bank and the customer, consistently delivering exceptional service. What You'll Do What You'll Do: * Customer Requests: Process check orders, stop payments, account maintenance, and check and statement requests. * Debit Card Support: Handle debit card maintenance requests, including limit increases, card closures/reorders, and travel notices. * Issue Resolution: Support and resolve complex debit card issues. * Online/Mobile Banking: Provide support and troubleshooting for both consumer and business customers. * Scorecard Goals: Meet and exceed personal scorecard goals contributing to the department's overall goals. * Exceptional Service: Create positive experiences for customers across all support channels. * Professional Interaction: Interact with customers and co-workers professionally and represent United Community Bank as "The Bank that Service Built." * Mentoring: Assist with mentoring teammates and contribute to training resource material. * Specialized Support: Develop a specialized support niche as a Subject Matter Expert in one or more areas. * Sales Referrals: Actively seek, refer, and/or sell bank products and services that align with customer needs. * Training: Successfully complete all assigned training programs. * Product Knowledge: Maintain thorough knowledge of all bank products and services. * Attendance: Minimize absences to ensure team performance goals are met. * Other Duties: Perform other duties as assigned. * Requirements For Success * 1-3 years of banking, bank operations, retail, or customer service experience required. * 1-3 years of experience in one or more bank operations functions preferred. * 1-3 years of experience in retail or commercial banking preferred. * Previous Contact Center experience in any professional work environment is a plus. * Experience with email, chat, or other forms of electronic communication preferred. * Bilingual and/or fluent in Spanish both verbal and written is a plus. Required Skills: * Proficient in Microsoft Office programs and standard office equipment. * Excellent interpersonal and communication skills. * Passion for delivering superior customer service. * Professional and welcoming telephone etiquette. * Strong verbal and written communication skills. * Strong computer and technology skills. * Ability to thrive in a high call volume, fast-paced work environment. * Skilled at handling and navigating customer complaints. * Ability to closely and accurately follow established processes and procedures. * Self-starter with team building and collaboration skills. * Ability to multi-task with strong emphasis on details and accuracy. * Strong analytical and problem-solving skills with sound judgment. * Ability to make informed decisions quickly and troubleshoot issues. * Commitment to achieving individual performance goals. * Successful completion of all Contact Center training programs. * Participation in all required compliance training. Preferred Skills: * Bilingual and/or fluent in Spanish both verbal and written. Working Environment and Physical Demands: * This is a full-time position that requires schedule flexibility to work evenings and weekends as needed. * Locations: Blairsville, GA and Laurens, SC Conditions of Employment Conditions of Employment: * Must be able to pass a criminal background & credit check * This is a full-time, non-remote position FLSA Status: * Non-Exempt We are an Equal Opportunity Employer and do not discriminate against any employee or applicant based on race, color, sex, age, national origin, religion, sexual orientation, gender identity/expression, veteran status, disability, or any other protected class. Reasonable accommodations are available for individuals with disabilities. Include shift schedule Pay Range USD $32,146.00 - USD $45,185.00 /Yr.
    $32.1k-45.2k yearly 60d+ ago
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  • Customer Service Specialist

    United Community Bank 4.5company rating

    Customer service specialist job at United Community Bank

    United Community is seeking a Customer Service Specialist to join our on‑site Customer Contact Center team. In this role, you will handle a wide variety of high‑quality customer service requests received through phone, chat, secure message, and email. You will perform many of the same tasks completed in a branch environment, with a strong emphasis on First Contact Resolution and effective risk management for both the bank and our customers. This position requires a commitment to consistently delivering exceptional customer service while maintaining accuracy, professionalism, and efficiency in a fast‑paced environment. What You'll Do Complete customer service requests including, but not limited to, check orders, stop payments, account maintenance, and statement requests. Process debit card maintenance requests such as limit increases, card closures/reorders, and travel notices. Support and resolve complex debit card issues. Provide Online/Mobile Banking and Bill Pay support and troubleshooting for consumer and business customers. Meet or exceed personal scorecard goal contributing to department performance. Deliver exceptional service across all channels by creating a positive experience for every customer. Interact with customers and coworkers professionally and represent United Community Bank and "The Bank that Service Built." Assist with mentoring teammates and contributing to training resources as needed. Support customer channels including email, chat, secure message, and telephone. Develop subject-matter expertise in specialized support areas when assigned. See, refer, and/or sell bank products and services. Maintain thorough knowledge of all bank products and services. Maintain reliable attendance and understand the team's interdependence in achieving goals. Successfully complete all assigned Contact Center and UCB training. Perform other duties as assigned. Requirements For Success High school diploma or equivalent required; Bachelor's degree preferred. 1-3 years of banking, operations, retail, or customer service experience required. Bank operations or retail/commercial banking experience preferred. Contact Center experience is a plus. Experience with electronic communication tools (email, chat, etc.) preferred. Bilingual (Spanish) verbal and written skills is a plus. Ability to work a ser or rotating schedule, including evenings and Saturdays. Proficiency in Microsoft Office and standard office equipment. Excellent interpersonal, verbal, and written communication skills. Strong passion for delivering high-quality customer service. Professional and welcoming telephone etiquette; ability to maintain a positive demeanor throughout the day. Strong computer and technical skills. Ability to thrive in a high call-volume, fast-paced environment. Skilled at managing and resolving customer complaints. Strong attention to detail, accuracy, and adherence to procedures. Strong analytical and problem-solving abilities with sound judgement. Ability to make informed, confident decisions quickly. Self-starter with strong teamwork and collaboration skills. Ability to multi-task effectively. Conditions of Employment Must be able to pass a background & credit check. This is a full-time, non-remote position. FLSA Status: Non-Exempt Ready to take your career to the next level? Apply now and become a vital part of our team! We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Pay Range USD $32,146.00 - USD $45,185.00 /Yr.
    $32.1k-45.2k yearly Auto-Apply 1d ago
  • Customer Service Specialist

    United Community Bank 4.5company rating

    Customer service specialist job at United Community Bank

    Customer Service Specialist Join our vibrant team as a Customer Service Specialist in our on-site Customer Contact Center in Blairsville, GA and Laurens, SC! In this role, you'll handle a variety of high-quality customer service requests via phone, chat, secure message, and email. You'll focus on First Contact Resolution while managing risk for both the bank and the customer, consistently delivering exceptional service. What You'll Do What You'll Do: Customer Requests: Process check orders, stop payments, account maintenance, and check and statement requests. Debit Card Support: Handle debit card maintenance requests, including limit increases, card closures/reorders, and travel notices. Issue Resolution: Support and resolve complex debit card issues. Online/Mobile Banking: Provide support and troubleshooting for both consumer and business customers. Scorecard Goals: Meet and exceed personal scorecard goals contributing to the department's overall goals. Exceptional Service: Create positive experiences for customers across all support channels. Professional Interaction: Interact with customers and co-workers professionally and represent United Community Bank as “The Bank that Service Built.” Mentoring: Assist with mentoring teammates and contribute to training resource material. Specialized Support: Develop a specialized support niche as a Subject Matter Expert in one or more areas. Sales Referrals: Actively seek, refer, and/or sell bank products and services that align with customer needs. Training: Successfully complete all assigned training programs. Product Knowledge: Maintain thorough knowledge of all bank products and services. Attendance: Minimize absences to ensure team performance goals are met. Other Duties: Perform other duties as assigned. Requirements For Success 1-3 years of banking, bank operations, retail, or customer service experience required. 1-3 years of experience in one or more bank operations functions preferred. 1-3 years of experience in retail or commercial banking preferred. Previous Contact Center experience in any professional work environment is a plus. Experience with email, chat, or other forms of electronic communication preferred. Bilingual and/or fluent in Spanish both verbal and written is a plus. Required Skills: Proficient in Microsoft Office programs and standard office equipment. Excellent interpersonal and communication skills. Passion for delivering superior customer service. Professional and welcoming telephone etiquette. Strong verbal and written communication skills. Strong computer and technology skills. Ability to thrive in a high call volume, fast-paced work environment. Skilled at handling and navigating customer complaints. Ability to closely and accurately follow established processes and procedures. Self-starter with team building and collaboration skills. Ability to multi-task with strong emphasis on details and accuracy. Strong analytical and problem-solving skills with sound judgment. Ability to make informed decisions quickly and troubleshoot issues. Commitment to achieving individual performance goals. Successful completion of all Contact Center training programs. Participation in all required compliance training. Preferred Skills: Bilingual and/or fluent in Spanish both verbal and written. Working Environment and Physical Demands: This is a full-time position that requires schedule flexibility to work evenings and weekends as needed. Locations: Blairsville, GA and Laurens, SC Conditions of Employment Conditions of Employment: Must be able to pass a criminal background & credit check This is a full-time, non-remote position FLSA Status: Non-Exempt We are an Equal Opportunity Employer and do not discriminate against any employee or applicant based on race, color, sex, age, national origin, religion, sexual orientation, gender identity/expression, veteran status, disability, or any other protected class. Reasonable accommodations are available for individuals with disabilities. Include shift schedule Pay Range USD $32,146.00 - USD $45,185.00 /Yr.
    $32.1k-45.2k yearly Auto-Apply 15d ago
  • Contact Center Customer Service Specialist - PT

    United Community Bank 4.5company rating

    Customer service specialist job at United Community Bank

    Join our dynamic Customer Contact Center team and be the first point of contact for our valued customers. You'll handle a variety of customer service requests via phone, chat, secure message, and email, ensuring First Contact Resolution while managing risk for both the bank and the customer. Your role is crucial in delivering exceptional service and maintaining our reputation as "The Bank that Service Built." What You'll Do * Process Requests: Handle check orders, stop payments, account maintenance, and more.• Debit Card Support: Manage card issues, including limit increases, closures, reorders, and travel notices.• Technical Assistance: Provide support for Online/Mobile Banking and Bill Pay for both consumer and business customers.• Customer Interaction: Create positive experiences across all support channels.• Mentorship: Assist in mentoring teammates and contribute to training materials.• Specialized Support: Develop expertise in specific areas of support.• Sales and Referrals: Identify and recommend bank products and services that meet customer needs.• Training and Compliance: Complete all required training and stay updated on bank products and services. Requirements For Success * 1-3 years in banking, bank operations, retail, or customer service.• Previous Contact Center experience is a plus.• Experience with electronic communication (email, chat) preferred.• High school diploma or equivalent required.• Bachelor's degree in a relevant field or equivalent combination of education and experience preferred.• Proficiency in Microsoft Office and standard office equipment.• Excellent interpersonal and communication skills.• Passion for delivering superior customer service.• Professional and welcoming telephone etiquette.• Strong verbal and written communication skills.• Ability to thrive in a high call volume, fast-paced environment.• Skilled at handling customer complaints.• Ability to follow established processes and procedures accurately.• Self-starter with strong team collaboration skills.• Ability to multi-task with a strong emphasis on detail and accuracy.• Strong analytical and problem-solving skills.• Ability to make informed decisions quickly and troubleshoot issues effectively.• Commitment to achieving individual and team performance goals. Conditions of Employment Preferred Skills:• Bilingual and/or fluent in Spanish (verbal and written) is a plus.• Flexibility to work evenings and Saturdays. Work Environment:• Work location within the UCB footprint. Position Type:• Part-time with schedule flexibility to work evenings and weekends as needed. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant based on race, color, sex, age, national origin, religion, sexual orientation, gender identity/expression, veteran status, disability, or any other protected class. Reasonable accommodations are available for individuals with disabilities. Pay Range USD $32,146.00 - USD $45,185.00 /Yr.
    $32.1k-45.2k yearly 52d ago
  • Contact Center Customer Service Specialist

    United Community Bank 4.5company rating

    Customer service specialist job at United Community Bank

    Join our dynamic Customer Contact Center team and be the first point of contact for our valued customers. You'll handle a variety of customer service requests via phone, chat, secure message, and email, ensuring First Contact Resolution while managing risk for both the bank and the customer. Your role is crucial in delivering exceptional service and maintaining our reputation as “The Bank that Service Built.” What You'll Do • Process Requests: Handle check orders, stop payments, account maintenance, and more. • Debit Card Support: Manage card issues, including limit increases, closures, reorders, and travel notices. • Technical Assistance: Provide support for Online/Mobile Banking and Bill Pay for both consumer and business customers. • Customer Interaction: Create positive experiences across all support channels. • Mentorship: Assist in mentoring teammates and contribute to training materials. • Specialized Support: Develop expertise in specific areas of support. • Sales and Referrals: Identify and recommend bank products and services that meet customer needs. • Training and Compliance: Complete all required training and stay updated on bank products and services. Requirements For Success • 1-3 years in banking, bank operations, retail, or customer service. • Previous Contact Center experience is a plus. • Experience with electronic communication (email, chat) preferred. • High school diploma or equivalent required. • Bachelor's degree in a relevant field or equivalent combination of education and experience preferred. • Proficiency in Microsoft Office and standard office equipment. • Excellent interpersonal and communication skills. • Passion for delivering superior customer service. • Professional and welcoming telephone etiquette. • Strong verbal and written communication skills. • Ability to thrive in a high call volume, fast-paced environment. • Skilled at handling customer complaints. • Ability to follow established processes and procedures accurately. • Self-starter with strong team collaboration skills. • Ability to multi-task with a strong emphasis on detail and accuracy. • Strong analytical and problem-solving skills. • Ability to make informed decisions quickly and troubleshoot issues effectively. • Commitment to achieving individual and team performance goals. Conditions of Employment Preferred Skills: • Bilingual and/or fluent in Spanish (verbal and written) is a plus. • Flexibility to work evenings and Saturdays. Work Environment: • Work location within the UCB footprint. Position Type: • Part-time with schedule flexibility to work evenings and weekends as needed. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant based on race, color, sex, age, national origin, religion, sexual orientation, gender identity/expression, veteran status, disability, or any other protected class. Reasonable accommodations are available for individuals with disabilities. Pay Range USD $32,146.00 - USD $45,185.00 /Yr.
    $32.1k-45.2k yearly Auto-Apply 15d ago
  • Customer Service Representative I (Remote AZ)

    First Citizens Bank 4.8company rating

    Phoenix, AZ jobs

    This is a remote role that may only be hired in the following location: AZ We are looking for candidates who are within a drivable distance to our Phoenix, AZ office. First Citizens Bank is hiring multiple full-time Customer Service Representatives in our inbound Customer Engagement Center for remote positions. Associates have the opportunity to work remotely but that may be adjusted at any time based on business-related or performance-based reasons. Are you looking for a fun and exciting career in the Financial Services Industry? Are you someone who values integrity? Are you someone who wants to help valuable customers and resolve issues? Are you looking for stability? Bilingual skills (Spanish) are a plus. Based on the nature of our business, the Bank has certain restrictions on hiring people with criminal histories involving financial crimes, certain drug-related offenses, dishonesty, or breach of trust. Accordingly, we conduct fingerprinting, background checks (criminal, education and verification of previous employment), and drug tests prior to employment. The Bank will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and federal law including Section 19 of the Federal Deposit Insurance Act. Hours of Operation: Mon-Fri 6am-6pm PST, Sat 7am-3pm PST, various full-time schedules available Responsibilities * Serves as an initial point of contact on banking inquiries and concerns. * Provides support for existing and prospective clients via inbound telephone calls and live chat. * Resolves concerns on retail, commercial, and online banking as well as bankcard, fraud, forgery, ID theft, policy, and procedural questions. * Identifies cross-sell opportunities and makes referrals as appropriate. * Provides accurate, confidential client service through bankcard, business online banking, or general servicing knowledge. Qualifications Basic Qualifications: High school diploma or GED with 1 year call center or customer service experience. Additional Requirements: * Strong verbal and written communication skills. * Working knowledge of PC-based software. * Ability to work in multiple software applications at one time. * Strong keyboard skills. * Ability to multi-task in a fast-paced environment. * Ability to display professionalism while interacting with others. Other Preferred Qualifications: * Call center experience. * Bachelor's degree. * Financial Services experience. * Bilingual (Spanish). Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
    $31k-35k yearly est. 14d ago
  • Customer Service Representative - Navitas

    United Community Bank 4.5company rating

    Customer service specialist job at United Community Bank

    Navitas is seeking a detail-oriented and service-driven Customer Service Representative to support external and internal customers through timely, accurate, and professional assistance. This role handles a variety of operational tasks including insurance inquiries, contract and customer maintenance, assumptions, name changes, document vaulting, system updates, daily reporting, returned mail, and other assigned responsibilities. What You'll Do Answer written and verbal communication inquires, resolving issues with efficiency, accuracy, and a focus on exceptional customer satisfaction. Execute documentation and forward completed materials to appropriate parties. Process contract and customer maintenance, including: Contact, billing, and equipment changes Payment method updates and payment misapplication corrections Name changes and contract assumptions Returned mail Assist customers with insurance‑related questions and documentation. Assign contracts to applicable third parties. Accurately notate all customer and account activity within the primary system of record. Support special projects and perform additional duties as assigned. Requirements For Success Associate's Degree (A.A.) or six months to one year of related experience/training, or an equivalent combination of education and experience. Proficiency with enterprise and office software including: Lease accounting platforms Excel Word Outlook Strong communication skills, both written and verbal. Excellent telephone etiquette and active listening abilities. Strong organizational skills and the ability to manage tasks efficiently. Conditions of Employment Must be able to pass a background and credit check. This is a full-time position. FLSA Status: Non-Exempt Ready to take your career to the next level? Apply now and become a vital part of our team! We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, or disability, or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pay Range USD $38,769.00 - USD $57,876.00 /Yr.
    $38.8k-57.9k yearly Auto-Apply 2d ago
  • Customer Experience Banker- Charleston King Street

    Huntington National Bank 4.4company rating

    Charleston, SC jobs

    As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers.Serves in a concierge role by servicing walk-in customers. You are responsible Responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service. Duties & Responsibilities: + -Providing excellent customer service and effectively resolving customer issues.-Being proficient in understanding and educating customers on consumer deposit products.-Proactively identifying opportunities to grow customer relationships through a disciplined sales process, new customer follow-up program, outbound calling, and sourcing referrals from customers and partners.-Educating and referring customers to other areas of the bank to deepen relationships and build a strong partnership.Adhering to all operational, security, risk and regulatory policies and procedures. Basic Qualifications: + - High School Diploma or GED and minimum of 1 year customer service or military service in an administration, contracting, civil affairs, or similar role or a Bachelor's Degree. Preferred Qualifications: + - 1 year or more in customer service in banking, financial services or goal driven retail sales. - Cash handling skills.- Comfort with technology such as mobile services and online banking services.. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $28k-33k yearly est. 60d+ ago
  • Customer Experience Banker- Charleston King Street

    Huntington National Bank 4.4company rating

    Charleston, SC jobs

    As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers.Serves in a concierge role by servicing walk-in customers. You are responsible Responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service. Duties & Responsibilities: •Providing excellent customer service and effectively resolving customer issues. •Being proficient in understanding and educating customers on consumer deposit products. •Proactively identifying opportunities to grow customer relationships through a disciplined sales process, new customer follow-up program, outbound calling, and sourcing referrals from customers and partners. •Educating and referring customers to other areas of the bank to deepen relationships and build a strong partnership. Adhering to all operational, security, risk and regulatory policies and procedures. Basic Qualifications: • High School Diploma or GED and minimum of 1 year customer service or military service in an administration, contracting, civil affairs, or similar role or a Bachelor's Degree. Preferred Qualifications: • 1 year or more in customer service in banking, financial services or goal driven retail sales. • Cash handling skills. • Comfort with technology such as mobile services and online banking services.. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $28k-33k yearly est. Auto-Apply 9d ago
  • Sales & Service Representative (Teller)

    First Citizens Bank 4.8company rating

    North Augusta, SC jobs

    Are you a people person? Be a First Citizens person. Join our branch team and make a difference. The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. Facilitates customer awareness and education of bank capabilities, tools, and resources. Supports the sales efforts of a branch team by identifying and referring sales opportunities to the appropriate bank partner. The successful candidate will demonstrate: Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation Customer Service Skills: Demonstrates professionalism and empathy in customer interactions Adaptability: Has the ability to learn and adapt quickly to new information and technology Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships Flexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficiently Agility: Able to process information and move quickly through problem resolution Responsibilities * The essential functions of the job include, but are not necessarily limited to, the following: * Engaging customers in conversation to understand their banking needs and preferences * Processing transactions accurately and efficiently * Providing assistance with account servicing needs * Facilitating customer awareness and education of bank services, including digital banking capabilities * Introducing customers to other branch team members or bank partners who are able to provide solutions for their financial needs Qualifications High School Diploma or GED and 6 months customer service Required Preferred Area of Experience: Sales, cash management Skill(s): Financial literacy, Knowledge of retail banking products and services Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
    $31k-37k yearly est. 10d ago
  • Client Services Associate II

    United Community Bank 4.5company rating

    Customer service specialist job at United Community Bank

    Are you passionate about financial advisory services and building strong client relationships? As a Client Services Associate II, you'll play a crucial role in promoting our Advisory Services both internally and within the community. You'll work closely with investment advisors to grow revenue and assets under management, while actively supporting our customer service philosophy and culture. The position is available anywhere in the United Community Bank footprint. This is a in-office/non-remote position. What You'll Do NOTE: The CSA must hold the SIE, Series 7 and Series 66 OR obtain the SIE, Series 7, and Series 66 within 6 months of hire. United Community will sponsor the study course and exam. Collaborate and Grow: Partner with investment advisors to increase sales, maintain client support, and resolve service issues. Client Engagement: Manage all aspects of client service, from communication to issue resolution and back-office processing. Meeting Preparation: Assist in preparing for client and prospect meetings. Compliance: Ensure the office meets all regulatory compliance requirements. Marketing Initiatives: Coordinate and implement seminars, sales campaigns, and branch trainings. Account Management: Establish brokerage accounts and resolve account problems. Requirements For Success Licensing & Education Active Series 7 and Series 63/66 licenses preferred. Bachelor's degree preferred or equivalent work experience. Core Competencies Detail-Oriented: Ability to manage multiple priorities accurately and efficiently. Self-Motivated: Works independently and takes initiative. Problem-Solving: Strong analytical skills to identify and resolve issues effectively. Industry Knowledge: Commitment to staying current with regulatory and industry changes. Communication: Exceptional verbal and written communication skills. Customer Service: Proven ability to deliver outstanding client service and build relationships. Conditions of Employment Must be able to pass a criminal background & credit check This is a full-time, non-remote position FLSA Status: Non-Exempt We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Pay Range USD $34,102.00 - USD $49,382.00 /Yr.
    $34.1k-49.4k yearly Auto-Apply 6d ago
  • Sales & Service Representative (Teller)

    First Citizens Bank 4.8company rating

    Florence, SC jobs

    Are you a people person? Be a First Citizens person. Join our branch team and make a difference. The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. Facilitates customer awareness and education of bank capabilities, tools, and resources. Supports the sales efforts of a branch team by identifying and referring sales opportunities to the appropriate bank partner. The successful candidate will demonstrate: Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation Customer Service Skills: Demonstrates professionalism and empathy in customer interactions Adaptability: Has the ability to learn and adapt quickly to new information and technology Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships Flexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficiently Agility: Able to process information and move quickly through problem resolution Responsibilities * The essential functions of the job include, but are not necessarily limited to, the following: * Engaging customers in conversation to understand their banking needs and preferences * Processing transactions accurately and efficiently * Providing assistance with account servicing needs * Facilitating customer awareness and education of bank services, including digital banking capabilities * Introducing customers to other branch team members or bank partners who are able to provide solutions for their financial needs Qualifications High School Diploma or GED and 6 months customer service experience Preferred Area of Experience: Sales Skill(s): Financial literacy, Knowledge of retail banking products and services Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
    $31k-39k yearly est. 26d ago
  • Sales & Service Representative (Teller)

    First Citizens Bank 4.8company rating

    Florence, SC jobs

    Are you a people person? Be a First Citizens person. Join our branch team and make a difference. The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. Facilitates customer awareness and education of bank capabilities, tools, and resources. Supports the sales efforts of a branch team by identifying and referring sales opportunities to the appropriate bank partner. The successful candidate will demonstrate: Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation Customer Service Skills: Demonstrates professionalism and empathy in customer interactions Adaptability: Has the ability to learn and adapt quickly to new information and technology Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships Flexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficiently Agility: Able to process information and move quickly through problem resolution Responsibilities * The essential functions of the job include, but are not necessarily limited to, the following: * Engaging customers in conversation to understand their banking needs and preferences * Processing transactions accurately and efficiently * Providing assistance with account servicing needs * Facilitating customer awareness and education of bank services, including digital banking capabilities * Introducing customers to other branch team members or bank partners who are able to provide solutions for their financial needs Qualifications High School Diploma or GED and 0 years of experience in 6 months customer service Preferred Area of Experience: Sales Skill(s): Financial literacy, Knowledge of retail banking products and services Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
    $31k-39k yearly est. 13d ago
  • Sales & Service Representative (Teller)

    First Citizens Bank 4.8company rating

    Charleston, SC jobs

    Are you a people person? Be a First Citizens person. Join our branch team and make a difference. The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. Facilitates customer awareness and education of bank capabilities, tools, and resources. Supports the sales efforts of a branch team by identifying and referring sales opportunities to the appropriate bank partner. The successful candidate will demonstrate: Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation Customer Service Skills: Demonstrates professionalism and empathy in customer interactions Adaptability: Has the ability to learn and adapt quickly to new information and technology Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships Flexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficiently Agility: Able to process information and move quickly through problem resolution Responsibilities * The essential functions of the job include, but are not necessarily limited to, the following: * Engaging customers in conversation to understand their banking needs and preferences * Processing transactions accurately and efficiently * Providing assistance with account servicing needs * Facilitating customer awareness and education of bank services, including digital banking capabilities * Introducing customers to other branch team members or bank partners who are able to provide solutions for their financial needs Qualifications High School Diploma or GED and 6 months customer service experience Preferred Area of Experience: Sales Skill(s): Financial literacy, Knowledge of retail banking products and services Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
    $31k-38k yearly est. 10d ago
  • Sales & Service Representative (Teller)

    First Citizens Bank 4.8company rating

    Columbia, SC jobs

    Are you a people person? Be a First Citizens person. Join our branch team and make a difference. The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. Facilitates customer awareness and education of bank capabilities, tools, and resources. Supports the sales efforts of a branch team by identifying and referring sales opportunities to the appropriate bank partner. The successful candidate will demonstrate: Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation Customer Service Skills: Demonstrates professionalism and empathy in customer interactions Adaptability: Has the ability to learn and adapt quickly to new information and technology Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships Flexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficiently Agility: Able to process information and move quickly through problem resolution Responsibilities * The essential functions of the job include, but are not necessarily limited to, the following: * Engaging customers in conversation to understand their banking needs and preferences * Processing transactions accurately and efficiently * Providing assistance with account servicing needs * Facilitating customer awareness and education of bank services, including digital banking capabilities * Introducing customers to other branch team members or bank partners who are able to provide solutions for their financial needs Qualifications High School Diploma or GED and 6 months customer service Preferred Area of Experience: Sales, Cash Management, Banking License or Certification Type: null null Skill(s): Financial literacy, Knowledge of retail banking products and services Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
    $31k-38k yearly est. 8d ago
  • Sales & Service Representative (Teller)

    First Citizens Bank 4.8company rating

    Beaufort, SC jobs

    Are you a people person? Be a First Citizens person. Join our branch team and make a difference. The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. Facilitates customer awareness and education of bank capabilities, tools, and resources. Supports the sales efforts of a branch team by identifying and referring sales opportunities to the appropriate bank partner. The successful candidate will demonstrate: Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation Customer Service Skills: Demonstrates professionalism and empathy in customer interactions Adaptability: Has the ability to learn and adapt quickly to new information and technology Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships Flexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficiently Agility: Able to process information and move quickly through problem resolution Responsibilities * The essential functions of the job include, but are not necessarily limited to, the following: * Engaging customers in conversation to understand their banking needs and preferences * Processing transactions accurately and efficiently * Providing assistance with account servicing needs * Facilitating customer awareness and education of bank services, including digital banking capabilities * Introducing customers to other branch team members or bank partners who are able to provide solutions for their financial needs Qualifications High School Diploma or GED and 0 years of experience in 6 months customer service Preferred Area of Experience: Sales Skill(s): Financial literacy, Knowledge of retail banking products and services Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
    $31k-38k yearly est. 26d ago
  • Sales & Service Representative (Teller)

    First Citizens Bank 4.8company rating

    Aiken, SC jobs

    Are you a people person? Be a First Citizens person. Join our branch team and make a difference. The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. Facilitates customer awareness and education of bank capabilities, tools, and resources. Supports the sales efforts of a branch team by identifying and referring sales opportunities to the appropriate bank partner. The successful candidate will demonstrate: Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation Customer Service Skills: Demonstrates professionalism and empathy in customer interactions Adaptability: Has the ability to learn and adapt quickly to new information and technology Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships Flexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficiently Agility: Able to process information and move quickly through problem resolution Responsibilities * The essential functions of the job include, but are not necessarily limited to, the following: * Engaging customers in conversation to understand their banking needs and preferences * Processing transactions accurately and efficiently * Providing assistance with account servicing needs * Facilitating customer awareness and education of bank services, including digital banking capabilities * Introducing customers to other branch team members or bank partners who are able to provide solutions for their financial needs Qualifications High School Diploma or GED and 6 months customer service Preferred Area of Experience: Sales Skill(s): Financial literacy, Knowledge of retail banking products and services Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
    $31k-37k yearly est. 22d ago
  • Float Sales & Service Representative (Float Teller)

    First Citizens Bank 4.8company rating

    Barnwell, SC jobs

    Are you a people person? Be a First Citizens person. Join our branch team and make a difference. The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. Facilitates customer awareness and education of bank capabilities, tools, and resources. Supports the sales efforts of a branch team by identifying and referring sales opportunities to the appropriate bank partner. The successful candidate will demonstrate: Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation Customer Service Skills: Demonstrates professionalism and empathy in customer interactions Adaptability: Has the ability to learn and adapt quickly to new information and technology Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships Flexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficiently Agility: Able to process information and move quickly through problem resolution This is a float position and will require travel to provide coverage to 9 branches in the Barnwell, Bishopville, Summerton, Bennettsville, Cheraw, Chesterfield, Pageland, and Orangeburg areas. Mileage will be reimbursed. Must possess a valid driver's license as position requires frequent driving to other offices. Responsibilities The essential functions of the job include, but are not necessarily limited to, the following: Engaging customers in conversation to understand their banking needs and preferences Processing transactions accurately and efficiently Providing assistance with account servicing needs Facilitating customer awareness and education of bank services, including digital banking capabilities Introducing customers to other branch team members or bank partners who are able to provide solutions for their financial needs This position will provide coverage to multiple branches. Qualifications High School Diploma or GED and 6 months of experience in customer service Preferred Area of Experience: Sales, cash handling, retail banking License or Certification Type: Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided. Required Skill(s): Financial literacy, Knowledge of retail banking products and services Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
    $31k-38k yearly est. 17d ago
  • Sales Support Specialist

    First Citizens Bank 4.8company rating

    Charleston, SC jobs

    This position supports Bank products and services in the execution of daily sales activities at an advanced level of service ability. Reviews financial information or participates in client support activities in order to identify sales opportunities for the wider business unit. Facilitates the sales process by preparing necessary documentation. Ensures client satisfaction by answering inquiries, addressing account or product discrepancies, and handling support issues. Supports account servicing issues that require further resolution or investigation. May provide guidance to less experienced specialists in the work group. Responsibilities * Service & Support - Uncovers sales opportunities through analysis, reporting, and daily support operations. Works directly with individuals to address issues and respond to inquiries. Determines target needs and provides resolution. May serve as the main point of contact for clients throughout sales process, and assists in calls or presentations intended to solicit business. * Documentation - Prepares documentation presented to clients. This may include proposals, service agreements, and implementation forms. * Data Analysis - Sources, compiles, and interprets financial data. Performs analysis to determine trends in market, product, or client information. * Product Specialist - Provides knowledge in area of work. Assists in process troubleshooting for both internal and external parties. May assist in creating and monitoring pricing of Bank products or services, including evaluating competitor products and making suggestions to enhance the attractiveness of Bank offerings. Qualifications Bachelor's Degree and 0 years of experience in Sales, or Customer Service, or Operations OR High School Diploma or GED and 4 years of experience in Sales, or Customer Service, or Operations License or Certification Type: null null Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
    $29k-35k yearly est. 15d ago
  • Float Sales & Service Representative (Float Teller)

    First Citizens Bank 4.8company rating

    Saluda, SC jobs

    Are you a people person? Be a First Citizens person. Join our branch team and make a difference. The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. Facilitates customer awareness and education of bank capabilities, tools, and resources. Supports the sales efforts of a branch team by identifying and referring sales opportunities to the appropriate bank partner. The successful candidate will demonstrate: Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation Customer Service Skills: Demonstrates professionalism and empathy in customer interactions Adaptability: Has the ability to learn and adapt quickly to new information and technology Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships Flexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficiently Agility: Able to process information and move quickly through problem resolution This is a float position and will require travel to provide coverage to 7 branches in the Johnston, Saluda, Edgefield, Winnsboro, Prosperity, Batesburg, and McCormick areas. Mileage will be reimbursed. Must possess a valid driver's license as position requires frequent driving to other offices. Responsibilities The essential functions of the job include, but are not necessarily limited to, the following: Engaging customers in conversation to understand their banking needs and preferences Processing transactions accurately and efficiently Providing assistance with account servicing needs Facilitating customer awareness and education of bank services, including digital banking capabilities Introducing customers to other branch team members or bank partners who are able to provide solutions for their financial needs This position will provide coverage to multiple branches. Qualifications High School Diploma or GED and 6 months of experience in customer service Preferred Area of Experience: Sales, cash handling, retail banking License or Certification Type: Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided. Require dSkill(s): Financial literacy, Knowledge of retail banking products and services Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
    $31k-37k yearly est. 26d ago

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