Call Center Representative I
Merrillville, IN - USA
Job Summary
JOB SUMMARY
The Customer Solutions Center (Call Center) Representative I provides high-quality service through phone and digital channels in a fast paced multi-channel contact center. This role handles routine to moderately complex customer requests supports internal teams and ensures positive customer experience while following established procedures and escalation guidelines.
DUTIES AND RESPONSIBILITIES
- Provide ongoing relationship servicing by delivering clear information on accountrelated inquiries online enrollment features and maintenance requests while identifying opportunities to promote additional products and services.
- Serve as a primary point of contact for internal and external customer inquiries requests using knowledge of bank products services and systems.
- Resolve routine issues and escalate more complex concerns to the appropriate teams.
- Accurately document all customer interactions and maintain up to date records in internal CRM systems.
- Assist with daily operational tasks such as inbound/ outbound calls messaging and transaction monitoring.
- Ensure compliance with all policies procedures and data security standards.
- Identify opportunities to enhance customer experience and promote appropriate products or services when applicable.
- Contribute to a team environment focused on service quality efficiency and continues improvement.
- Complete all assigned duties and other responsibilities as needed to support team and departmental goals.
QUALIFICATIONS
- High school diploma or equivalent required; an associate or bachelors degree is preferred.
- Minimum one year work experience in a customer contact center environment with high call volume and multichannel support required.
- Minimum one year experience in retail banking digital banking or a financial services support role required.
- Working knowledge of online and mobile banking systems core banking products and basic account servicing processes needed to support routine customer requests.
- Basic understanding of banking procedures and customer service workflows including introductory exposure to business or treasuryrelated functions preferred.
- Strong customer service and communication skills with the ability to clearly explain banking information across phone and digital channels.
- Solid problemsolving abilities including the capacity to troubleshoot routine issues and identify when escalations are needed.
- Comfortable working in a fastpaced multitasking environment while maintaining accuracy and attention to detail.
- Proficient computer skills (i.e. Microsoft Word Excel Outlook any other software etc.).
- Proficient with CRM platforms and digital banking tools; able to learn new systems quickly.
- Demonstrate ability to document interactions thoroughly and accurately while managing a steady workflow of customer inquiries.
- Professional reliable and able to build positive working relationships with customers teammates and internal teams.
- Works effectively on individual tasks and in teambased workflows while exercising good judgment and protecting sensitive customer information.
- Strong organizational skills with the ability to prioritize tasks manage interruptions and maintain service quality.
- Selfmotivated adaptable and committed to contributing to a team culture focused on service excellence and continuous improvement.
ABOUT US
For over a century Peoples Bank has served as a cornerstone of customer commitment helping our communities thrive and continuously supporting our community members. Proudly bearing the Finward name as a Finward Company our logo symbolizes our unwavering dedication to financial excellence advanced technology and elevating the customer journey.
Headquartered in Munster Indiana Peoples Bank offers an extensive array of consumer business and wealth management solutions alongside cutting-edge digital banking services. With 26 conveniently located Peoples Banking Centers spread across Northwest Indiana and Chicagoland we uphold a tradition of delivering top-notch performance to our valued residents.
At Peoples Bank we are driven by a passion for fostering success within our customer base and communities. Anchored in our core values of Stability Integrity Community and Excellence we are committed to building strong partnerships with our customers and communities to help them achieve financial success. Through innovative engagement and technology we ensure an exceptional customer experience at every turn.
For more information on benefits visit the Careers page of our company website at is an Equal Opportunity Employer of women minorities protected veterans and individuals with disabilities.
Equal Housing Lender/ Member FDIC
Required Experience:
Unclear Seniority
About Company
Finward Bancorp (the Bancorp) is a financial holding company registered with the Board of Governors of the Federal Reserve System. Peoples Bank (the Bank) is a wholly owned subsidiary of the Bancorp. The Bancorp has no other business activity…