Note: The job is a remote job and is open to candidates in USA. Climate First Bank is a Florida Benefit Corporation and FDIC-insured commercial bank focused on sustainability and ethical banking. They are seeking a Customer Service Representative to handle incoming calls and emails, provide exceptional customer service, and promote the bank's products and services while ensuring compliance and accuracy.
Responsibilities
- Efficiently and expertly answer all incoming phone calls through our main phone number
- Handle account maintenance requests, answer product or rate questions and resolve simple troubleshooting requests
- Make all callers feel welcome and well taken care of with your professional, customer-obsessed and efficient demeanor
- Keep call times to a minimum while providing incredible service to our customers by utilizing your outstanding efficiency and deep knowledge of the Bank, our services and organizational structure
- Monitor the main info email inbox and respond to all inquiries timely and professionally
- Prevent call backlogs at all costs; avoid calls going to voicemails and return all voicemails before end of day
- Embody a commitment to social, economic, environmental, and racial justice
- Apply curiosity and interest in our core values and pursue education related to sustainability practices
- Be willing to pursue and demonstrate an understanding of established Bank policies, procedures, and regulations
- Recognize the importance of protecting the organization and our customers
- Question suspicious activity and stay in close collaboration with our Compliance department to ensure proper investigation and processing of potentially fraudulent activity
- Stay informed on legal context and regulatory requirements and prioritize completing all web-based compliance and IT training
Skills
- Prior experience in customer service or sales
- Exceptional knowledge of our products and services
- Ability to consult callers and make product recommendations
- Efficiently and expertly answer all incoming phone calls
- Handle account maintenance requests and resolve simple troubleshooting requests
- Monitor the main info email inbox and respond to all inquiries timely and professionally
- Commitment to social, economic, environmental, and racial justice
- Willingness to pursue and demonstrate an understanding of established Bank policies, procedures, and regulations
- Ability to recognize the importance of protecting the organization and our customers
- Stay informed on legal context and regulatory requirements
- Ability to communicate with confidence, precision, and professionalism
- Ability to engage efficiently and tactfully with customers
- Ability to manage time effectively and stay focused under pressure
- Ability to learn new tools quickly and leverage technology to create efficiencies
- Commitment to being a team player and contributing to the big picture
- Banking experience preferred
- Retail or sales environment acceptable
- Strong sales instincts and knowledge of consultative sales techniques
Benefits
- Annual bonus, incentives and equity
- 100% employer-paid for employees; employer contribution for dependents by Us
- Medical, Dental & Vision Insurance
- Health Savings Account (HSA)
- Free Telemedicineaccess via Teladoc
- 401(k) with 6% Employer MatchNo Vesting Period.
- Employee Stock Options
- Exclusive Employee Banking Perks
- 0% Financing for Employee Solar Loans
- Employee Only Mortgage Productwith exclusive interest rates and terms.
- 0% Financing for Eligible Electric Vehicles (EVs)
- Referral Incentives
- 2 64 Hours of Paid Sick Timefor all full-time employees.
- Company-Paid Life Insurance
- Short- & Long-Term Disability Insurance
- Voluntary Life, Accident & Critical Illness Coverage
- Employee Assistance Program (EAP)with free counseling, legal, and financial services.
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