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Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back to the communities we serve. By joining Woodforest you will become a part of one of the largest employee-owned banks in the country!
The Consumer/Small Business Loan Ops Client Specialist I - is responsible for providing excellent customer service to Consumer and Small Business clients including internal and external customers, assisting with their requests, questions, and concerns. This includes processing service requests, posting payments, quoting payoffs, account updates, resolving or escalating complaints, and providing accurate information.
Key Responsibilities:
路聽聽Answer incoming calls; communicate directly and build strong business relationships with clients, as well as internal and external service providers.
路聽聽Return phone calls in a timely manner and provide excellent customer service to both internal and external clients.
路聽聽Responsible for responding promptly to requests submitted electronically or via US mail.
路聽聽Effectively communicate and coordinate with internal departments to resolve matters and/or find solutions.
路聽聽Professional attitude concerning client鈥檚 confidential information.
Competencies Required:
路聽聽Proficiency with Microsoft Office (Excel, Word, Outlook, SharePoint) and ability to navigate financial software applications (Mozart, Bancline).
路聽聽Willingness to assist clients in a positive manner.
路聽聽Effective listening and clear communications skills, both written and verbal.
路聽聽Excellent organizational and data entry skills, ability to maintain accuracy and meet deadlines.
路聽聽Demonstrate strong attention to detail, multi-task with ability to follow-up until tasks are complete.
路聽聽 Demonstrated ability to maintain composure, use positive language, have patience, and convey a positive attitude while interacting with clients and internal team members.
路聽聽Customer service orientation with effective problem-solving abilities.
Minimum Qualifications/Experience:
路聽聽2+ years of customer service experience in the banking or financial services industry required. Branch experience preferred.
Formal Education & Certification:
路聽聽High school diploma or equivalent.
Work Status:
路聽聽Full-Time.
Supervisory Responsibility:
路聽聽None.
Travel:
路聽聽0%25 - Negligible amount of travel expected.
Working Conditions:
路聽聽Professional environment with extensive use of telephone and personal computer. Conditions involve lifting no more than ten pounds, sitting most of the time, but may involve walking, moving, or standing for brief periods, and occasionally lifting and carrying articles like files, ledgers, folders, etc.
Disclaimer:
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Nothing herein restricts management鈥檚 right to assign or reassign duties and responsibilities to this job at any time.
Woodforest is an Equal Opportunity Employer, including Disability and Veterans.
Learn more about this Employer on their Career Site
