JOB SUMMARY: This position is responsible for processing customer transactions and researching and resolving customer inquiries with a high level of expertise. A Customer Service Representative III must also maintain productivity and quality scores that are well above minimum standards.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Offers Service that makes a difference.
- Serves as an escalation point for customer contacts that may require additional research.
- Furnishes prompt, efficient and accurate service while servicing loans and/or consumer bank inquiries.
- Ensures that all clients receive an exceptional level of service by meeting and/or exceeding established guidelines and SLA's.
- Cross-sells products or refers to appropriate business line to ensure customer needs are met.
- Maintains positive relationships and rapport with internal and external customers.
- Demonstrates the ability to service all customers calling BankUnited
- Reviews customer emails and writes timely and professional responses to their questions or routes them to the appropriate departments.
- Monitors SLA's of all assigned task to ensure adherence.
- Assists with clerical tasks as well as fulfillment as needed.
- Must be able work flexible schedules to ensure suitable skill coverage when required by management.
- Able to perform a "One Call Resolution" and taking initiative in problem solving situations.
- Serves as a buddy banker as well as peer assisting.
- Consistently exhibits leadership aspirations.
- Provides prompt resolution to Business customers via telephone and/or e-mail to assist with a variety of customer inquiries and issues.
- Takes full ownership of any unresolved problems, until a proper handoff or resolution occurs.
- Develops collaborative partnerships with other business lines within the Bank.
- Maintains an understanding of all current financial products, policies, procedures, regulations and compliance guidelines and adheres to same.
- Handles customer queries, special requests and problem resolution.
- Handles complex calls and provide a timely resolution.
- Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
- Adheres to Bank policies and procedures and completes required training.
- Identifies and reports suspicious activity.
QUALIFICATIONS
Education
- HS Diploma or equivalent required
Experience
- 4-6 Years of Call Center experience
- Sales experience preferred
Additional Information
- Candidates residing in locations within BankUnited's footprint may be given preference.
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