Position
Call Center Customer Service Representative Department
Call Center Job Status
Full time FLSA Status
Non-Exempt Grade
7 Reports to
Call Center Manager Amount of Travel Required
No Travel Required Positions Supervised
N/A Office Location
Full time in office (this is not a remote role) POSITION SUMMARY
Performs a wide variety of customer service duties and inquiries via telephone to assist customers with account information, problem resolution, research and product/service recommendations. Provide prompt and professional service to new and existing customers. Maintain and enhance customer relationships. SCHEDULE
MONDAY 8:30A – 4:45P TUESDAY 11:00A – 7:15P WEDNESDAY 11:00A – 7:15P THURSDAY 11:00A – 7:15P FRIDAY 8:30A – 4:30P SATURDAY OFF SUNDAY OFF ESSENTIAL FUNCTIONS
Ensures an exemplary level of quality customer service in a positive welcoming manner and represents the voice of Westfield Bank via telephone/email. Properly identify callers using the established telephone Customer Identification Procedures to include out-of-band questions. Maintains and utilizes professional verbal and written communication skills. Assists callers, as their primary contact, with account inquiries, product inquiries, problem resolution and respond to general banking questions. Responds to all email correspondence to customer service by internet email and/or forward to appropriate Westfield Bank employee. Performs account and person maintenance in the core operating system. Authorizes rebate service fees associated with deposit accounts. Assists customers with placing check orders. Processes online banking applications submitted by the branches for non-US citizens. Provides support for all Online Banking Services including, but not limited to, Bill Payment, Zelle, and e-Statements. Performs online banking maintenance to include password resets, lock/unlock user profile, adding and removing accounts, and placing Bill Pay stop payments as well as password resets and unlocks for Network and Core processing system users. Reports issues related to online banking and mobile app outages by opening a ticket with the service provider and notifying the Operations Management group. Performs card agreement maintenance to include temporary limit increases, place travel notes, close compromised or lost cards, reorder cards, adding and removing accounts, originating ATM/Debit Card Error Resolution dispute forms, activate cards, establish or reset card PIN, and update fraud cases on behalf of customers. Places service calls for ATMs, as needed. Places stop payments on check and ACH items. Maintains working knowledge of all Bank products and services, deposit/consumer loan rates including the Bank’s fee schedule. Participates in department meetings, training and coaching sessions. Meets or exceed all referral goals. Must adhere to all bank and regulatory policies and procedures specific to position to minimize Bank losses and assure customer privacy. Meets or exceeds established customer service standards. Must complete BSA, AML, and other Regulatory and Continuing Education as assigned. Must adhere to all bank and regulatory policies and procedures specific to position. Assumes additional responsibilities as requested. POSITION QUALIFICATIONS
Competencies Accountability Communication Customer Relations Job Knowledge Problem Solving Teamwork & Cooperation Education/Experience/Skills & Abilities High School Diploma or G.E.D. required. At least one year of retail banking experience. Exceptional interpersonal and customer service skills (verbal and written) Strong decision and resolution making skills. Ability to cross sell products and maintain telephone etiquette. Knowledge and use of computers. PHYSICAL DEMANDS
Stand: Occasional Walk: Occasional Sit: Constantly Handling / Fingering: Frequently Reach Outward: Not Applicable Reach Above Shoulder: Not Applicable Climb: Not Applicable Crawl: Not Applicable Squat or Kneel: Not Applicable Bend: Not Applicable Lift/Carry 10 lbs or less: Not Applicable 11-20 lbs: Not Applicable 21-50 lbs: Not Applicable 51-100 lbs: Not Applicable Over 100 lbs: Not Applicable Push/Pull 12 lbs or less: Not Applicable 13-25 lbs: Not Applicable 26-40 lbs: Not Applicable 41-100 lbs: Not Applicable Not Applicable
Activity is not applicable to this occupation. Occ/Occasionally
Occupation requires this activity up to 33% of the time (0-2.5+ hrs/day) Frequent/F
Occupation requires this activity from 33%-66% of the time (2.5-5.5+ hrs/day) Constant
Occupation requires this activity more than 66% of the time (5.5+ hrs/day) Other Physical Requirements None Westfield Bank has reviewed this job description to ensure that essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.
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Call Center Customer Service Representative Department
Call Center Job Status
Full time FLSA Status
Non-Exempt Grade
7 Reports to
Call Center Manager Amount of Travel Required
No Travel Required Positions Supervised
N/A Office Location
Full time in office (this is not a remote role) POSITION SUMMARY
Performs a wide variety of customer service duties and inquiries via telephone to assist customers with account information, problem resolution, research and product/service recommendations. Provide prompt and professional service to new and existing customers. Maintain and enhance customer relationships. SCHEDULE
MONDAY 8:30A – 4:45P TUESDAY 11:00A – 7:15P WEDNESDAY 11:00A – 7:15P THURSDAY 11:00A – 7:15P FRIDAY 8:30A – 4:30P SATURDAY OFF SUNDAY OFF ESSENTIAL FUNCTIONS
Ensures an exemplary level of quality customer service in a positive welcoming manner and represents the voice of Westfield Bank via telephone/email. Properly identify callers using the established telephone Customer Identification Procedures to include out-of-band questions. Maintains and utilizes professional verbal and written communication skills. Assists callers, as their primary contact, with account inquiries, product inquiries, problem resolution and respond to general banking questions. Responds to all email correspondence to customer service by internet email and/or forward to appropriate Westfield Bank employee. Performs account and person maintenance in the core operating system. Authorizes rebate service fees associated with deposit accounts. Assists customers with placing check orders. Processes online banking applications submitted by the branches for non-US citizens. Provides support for all Online Banking Services including, but not limited to, Bill Payment, Zelle, and e-Statements. Performs online banking maintenance to include password resets, lock/unlock user profile, adding and removing accounts, and placing Bill Pay stop payments as well as password resets and unlocks for Network and Core processing system users. Reports issues related to online banking and mobile app outages by opening a ticket with the service provider and notifying the Operations Management group. Performs card agreement maintenance to include temporary limit increases, place travel notes, close compromised or lost cards, reorder cards, adding and removing accounts, originating ATM/Debit Card Error Resolution dispute forms, activate cards, establish or reset card PIN, and update fraud cases on behalf of customers. Places service calls for ATMs, as needed. Places stop payments on check and ACH items. Maintains working knowledge of all Bank products and services, deposit/consumer loan rates including the Bank’s fee schedule. Participates in department meetings, training and coaching sessions. Meets or exceed all referral goals. Must adhere to all bank and regulatory policies and procedures specific to position to minimize Bank losses and assure customer privacy. Meets or exceeds established customer service standards. Must complete BSA, AML, and other Regulatory and Continuing Education as assigned. Must adhere to all bank and regulatory policies and procedures specific to position. Assumes additional responsibilities as requested. POSITION QUALIFICATIONS
Competencies Accountability Communication Customer Relations Job Knowledge Problem Solving Teamwork & Cooperation Education/Experience/Skills & Abilities High School Diploma or G.E.D. required. At least one year of retail banking experience. Exceptional interpersonal and customer service skills (verbal and written) Strong decision and resolution making skills. Ability to cross sell products and maintain telephone etiquette. Knowledge and use of computers. PHYSICAL DEMANDS
Stand: Occasional Walk: Occasional Sit: Constantly Handling / Fingering: Frequently Reach Outward: Not Applicable Reach Above Shoulder: Not Applicable Climb: Not Applicable Crawl: Not Applicable Squat or Kneel: Not Applicable Bend: Not Applicable Lift/Carry 10 lbs or less: Not Applicable 11-20 lbs: Not Applicable 21-50 lbs: Not Applicable 51-100 lbs: Not Applicable Over 100 lbs: Not Applicable Push/Pull 12 lbs or less: Not Applicable 13-25 lbs: Not Applicable 26-40 lbs: Not Applicable 41-100 lbs: Not Applicable Not Applicable
Activity is not applicable to this occupation. Occ/Occasionally
Occupation requires this activity up to 33% of the time (0-2.5+ hrs/day) Frequent/F
Occupation requires this activity from 33%-66% of the time (2.5-5.5+ hrs/day) Constant
Occupation requires this activity more than 66% of the time (5.5+ hrs/day) Other Physical Requirements None Westfield Bank has reviewed this job description to ensure that essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.
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