Client Solutions Center Operations Specialist

Benefits

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Starting Pay Rate is Based on Experience - Minimum Hourly Rate: $19.00 Recognizing and valuing diversity strengthens our ability to attract, retain and engage associates and reinforces our relationship within our communities. Our associates are the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge and talent that our associates invest in their work represents a significant part of not only our culture, but our reputation and company's achievement as well. A Centier Associate is someone who embodies a servant heart, is unaccepting of anything less than remarkable service, and is self-motivated and driven to deliver exceptional results. What are our values? Our Corporate values are Caring, Loyalty, Integrity, Friendship, Fun....who wouldn't want to work for an AWARD-WINNING company that's built on these pillars? What about the perks? Access to our Marathon Health Clinics which provide FREE visits & prescriptions, Generous Paid Time Off benefit, Tuition Reimbursement, 401K match, Associate Stock Ownership Plan, Daycare Reimbursement, FREE Onsite Fitness Center/Fitness Reimbursements, Health and Wellness Programs, the ability to have a voice with our Diversity/Equity/Inclusion Council, Career Growth, Work/Life Balance, AND MORE. Supervisory Responsibilities: None Summary: The Client Solutions Center Operations Specialist is responsible for providing outstanding client experiences. The Operations Specialist position will have a thorough understanding of the various systems used in the Client Solutions Center. This position participates in the daily operational tasks of the Client Solutions Center, which could include assisting internal and external clients with account openings, account management, and other financial service needs and maintenance. The position also provides timely and efficient completion of client transactions while maintaining accurate records. Essential Duties and Responsibilities: Brand Ambassador/Client Experience Follow Centier's Mission, Essentials of Excellence and Values in all interactions. Provide the highest levels of quality service to clients and perform client requested service in a friendly, positive, professional manner, always using the clients' name. Provide accurate, satisfactory answers to client inquiries and concerns. Maintain a position of trust and responsibility by keeping all customer business confidential. Handle and resolve client problems and complaints in a quick and efficient manner either on your own or with the assistance of management, while offering patient and empathetic assistance and support. Consistently follow all key performance behaviors outlined in the surveys. Overall focus on owning the client experience effectively and efficiently to provide end-to-end servicing whenever possible. Training and Development Stay up to date with pertinent information, including emails, job aids, or links that may be appropriate for the Client Solutions Center. Maintain files for pending and completed projects. Engage in personal development activities such as online learning and internal/external training to assist in career growth. Continuously learn and adhere to all operations, security, risk and regulatory policies and procedures; be familiar with the resources available to assist with client questions. Maintain a current and well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance with further development needs. Assist with the training and mentoring of new CSC associates. Advanced knowledge of Consumer and Business Accounts, including ownership scenarios, opening requirements, statements etc. Create, present, and support quarterly skill builders for team meetings. Understanding of Autobooks and other small business initiatives. Remain up to date on current and emerging trends and technologies and how they can be incorporated in the virtual/digital client experience. Sales and Service Establish rapport with clients whether on the phone, virtually or via electronic communications, display a caring attitude, identify their needs, recommend, and explain solutions, handle objections, and ask for their business. Refer clients to online account opening platform to open and fund accounts. Identify and act on opportunities to refer clients to specialists in other lines of business. Build client relationships; invite clients to visit our website for current specials and events, educate on new and current products to clients, offer to send information. Understand, promote, and advise on the bank's products, services, and electronic delivery channels. Serve clients by counseling them on their financial needs and assist them through the various digital experiences. Actively strive to achieve individual and organizational goals and communicate progress to manager. Productivity/Efficiencies Act as a liaison on behalf

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