Client Care Representative jobs in United States
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Guaranty Bank · 20 hours ago

Client Care Representative

Guaranty Bank is a financial institution seeking a Client Care Representative to provide a best-in-class experience to clients. The role involves answering client inquiries, resolving issues, and collaborating with team members to ensure a positive banking experience.

BankingFinanceFinancial Services
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Culture & Values

Responsibilities

Answer client calls and respond to requests through various channels (ITM, video banking and chat functions) in a professional manner that is aligned with our core values, brand, and reputation
Provide assistance with online banking, mobile banking, bill pay access, debit card transactions, and disputed transactions; may transfer calls to appropriate parties and ensure proper identification and verification is obtained
Identify, research, and resolve client issues using internal resources, software programs, and other computer and technology-based platforms and follow up with clients in a timely manner
Collaborate with other team members to ensure a positive banking experience for all clients
Maintain strong knowledge of all bank products and services including deposits, lending, IRA’s
May assist clients with loans, including credit cards, unsecured and automotive loans
Identify and appropriately manages potential fraudulent situations
Follow appropriate bank safety and security procedures, including proper opening and closing protocols
May prepare and mail bank correspondence to customers
May verify and mail Commercial Bank Statements
May provide project and support for Deposit Operations associates and other departments
May identify cross-selling opportunities to support growth of the bank
Consistently meet or exceed service goals set by management
May process Video Banking Retail and Commercial Client Transactions
Comply with all company or regulatory policies, procedures and requirements that are applicable to this position
Foster and preserve a culture of diversity, equity, and inclusion
Additional duties and responsibilities may be required to support the company’s mission, vision, and values

Qualification

Client service skillsData entryBanking softwareMicrosoft 365Task prioritizationInterpersonal communicationWritten communication

Required

High school diploma or equivalent
One year experience in a retail and/or client service environment
Excellent client service skills
Capability to prioritize and execute a variety of tasks simultaneously, at times in a demanding environment
Strong interpersonal and written communication capabilities
Capability to perform data entry utilizing banking software and Microsoft 365 products, with an elevated level of accuracy and attention to detail

Company

Guaranty Bank

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Guaranty Bank is a local full-service bank, which strives to have a positive impact through volunteerism, philanthropy, and a responsible approach to financial services.

Funding

Current Stage
Public Company
Total Funding
$20M
2020-08-12Post Ipo Debt· $20M
1997-12-31IPO

Leadership Team

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Shaun A. Burke
President
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Company data provided by crunchbase