About The Position

At BankPlus, we strive to add value for our employees, customers and shareholders. We are a high-performing TEAM committed to fulfilling promises, building lasting relationships, and making dreams come true. All current employees must have a performance rating of Outstanding or High-Performing to be eligible to post for a position. General Position Scope: The Customer Experience Specialist is responsible for being on-time, professional, knowledgeable, and courteous. Additionally, the specialist is responsible for providing excellent customer service to internal and external customers on all BankPlus products and services.

Requirements

  • College education preferred.
  • Banking experience preferred.
  • 1 year of similar or related experience in Customer Service, Public Relations or Communications.
  • General computer and typing experience with Microsoft Office Suite, to include Excel, Word, and Outlook.
  • Excellent verbal and written communication skills.
  • Extensive reading, comprehension, and problem-solving skills.
  • Schedule flexibility to cover all shifts required.
  • Shifts are determined based on business needs.
  • Work outside of regular business hours, as deemed necessary.
  • Ability to make difficult decisions and handle multiple tasks with daily deadlines.

Responsibilities

  • Protect customer and account information by following privacy policies and bank policies/procedures.
  • Provide information and assistance on all BankPlus products and services, including fee schedule, CallPlus, e-BankPlus, CheckCards, branch information, i.e. location, hours.
  • Sell and cross-sell BankPlus products and services to new and existing customers.
  • Close lost or stolen CheckCards, request PIN mailers and handle telephone transfers, stop payments, check reorders, etc. for customers.
  • Correspond with customers via CustomerService@BankPlus.nete-mails, web chats, and myTTY service for hearing impaired customers.
  • Responsible for customer call backs and research.
  • Provide information on advertised promotions and sponsorships bank wide.
  • Attend and participate in team meetings.
  • Perform other duties as assigned.
  • Participate in the bank’s High-Performance Rewards Connections Program.
  • Make referrals to Mortgage Center and Wealth Management.
  • Maintain a thorough knowledge of Bank products, services, policies, procedures, and appropriate regulatory issues as related to daily job functions including but not limited to: Bank Secrecy Act; Privacy Act; Fair Lending Act; Regulation E, etc. Complete required compliance training and adhere to the Bank’s standard of conduct.
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