The Services Support Representative is responsible for accurately, courteously, and efficiently processing
payments, transfers, stop payments, product/account inquiries, histories, concerns, and requests. The Services Support Representative is also responsible for handling customer inquiries regarding the website, Online Banking, Text Message Banking,
Zelle, and mobile apps. This includes inbound and outbound phone calls, web chats, and emails (including Secure Message
Center). In addition, the Services Support Representative is responsible for supporting customers with challenges navigating
Online Banking transactions, downloading mobile apps, and signing up for Text Message Banking.
This position has a rotating schedule including some weekday evenings and some Saturdays. The Customer Service Center is
open Monday through Friday from 8:00AM-8:00PM and Saturday from 9:00AM-3:00PM.
Education and Experience Requirements:
- High School Diploma/GED required. College degree preferred.
- At least one year of customer service experience required, preferably supporting online channels.
Knowledge, Skill, and Ability Requirements:
- Strong customer service orientation and experience.
- Ability to assess customer needs and respond accordingly.
- Ability to professionally and diplomatically handle emotionally charged situations.
- Ability to learn Dollar Bank retail products/services, regulations, policies and procedures.
- Excellent computer, internet, smartphone-including usage of apps-and technical skills required.
- Ability to work independently and with a group.
- Must have excellent interpersonal skills and a professional demeanor.
- Must have strong problem-solving skills.
- Excellent organizational and time management skills.
- Ability to adapt to a changing environment.
Essential Functions:
- Execute professional customer service techniques and consistently provide the highest level of customer service with a
friendly and patient demeanor.
- Adhere to Bank and department regulations, policies, and procedures in performing daily assignments and tasks.
- Process payments, transfers, stop payments, product/account inquiries, histories, concerns and requests in an accurate,
effective and efficient manner.
- Offer customers assistance with their Online Banking questions; specifically, sign-up, password reissues, accessing Online
Banking and completing transactions within Online Banking.
- Assist customers with downloading and navigating the mobile apps and mobile web.
- Assist customers signing up for Text Message Banking - and the use of the system.
- Keep management informed of customer issues/struggles within these channels to help drive traffic and increase
conversion.
- Assist branch employees with inquiries regarding all of the online channels.
- Assist with testing new designs and navigation for the online channels.
- Handle some calls for online banking business customers.
- Responsible for submitting and reviewing the website and Online Banking Problem forms.
- Communicate with customers via email and Secure Message Center.
- Contact customers regarding issues with their online accounts via outbound calling.
- Recognize sales opportunities and refer sales leads to Account Sales. The Representative is responsible for performing a
quick analysis of the customer''s needs based on account activity.
- Active participation in ongoing customer service and sales training.
- All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of
all position descriptions.
Supervisory Responsibilities:
N/A