Customer Service Representative - Customer Care-Banking

Location: Santa Maria, CA
Date Posted: 10-23-2016
Your Function:
Join the winning team! Are you passionate about connecting with customers and finding solutions to their banking needs? Are you looking to join a fun and productive working environment that will help you grow a career in banking? Then the Customer Service Representative opportunity at the inbound Customer Care Call Center in Santa Maria is the right fit for you!
Industry Leading Benefits Package
We consider employees our greatest asset. We offer a highly competitive benefits package, excellent and flexible working conditions, and a broad range of development opportunities.
Located on California's beautiful Central Coast
Located halfway between San Francisco and Los Angeles, residents of California’s Central Coast enjoy 315 days of sunshine a year!  With a year-round Mediterranean climate, Santa Maria has the ideal environment for award-winning wines and wineries, family-friendly festivals, farmers markets, summertime concerts, and many other activities.
In this customer interactive financial service role you will accomplish your production and referral goals by taking customer calls and providing exceptional customer experience, understanding the customers and fulfilling their needs. You will use knowledge of bank products and services to make referrals and complete transactions in compliance with regulatory and bank policies and procedures with adherence to bank security policies and confidentiality of bank records and customer information. 
Work responsibilities include and are not limited to the following:
  • Use engaging and professional communication skills in receiving and responding to all types of customer phone and electronic inquiries on bank products, policies, procedures and programs.  Maintain a solid understanding of the current products and services being offered.
  • Meet referral goals by recommending banking products to customers. Support other bank channels in a sales or service capacity. May be required to open accounts or set up banking services and perform maintenance functions.
  • Collect information about service problems or customer complaints.
  • Complete research and resolve documentation errors or discrepancies. Perform data processing related duties, while maintaining communication records.
  • Complete reports of calls and other data, accurately and timely.
  • Assist and communicate with management and other departments as directed.
  • Performs other operational and sales tasks as assigned by management
Your Profile:
Great candidates would possess the following:
  • Outgoing, engaging personality and ability to quickly connect with people and be interested in their situations.
  • Phone, retail and sales experience preferred.
  • Banking or call center experience preferred.
  • Self-motivated and goal oriented approach to career.
  • Strong focus on quality and detail.
  • Professional appearance and strong verbal and written communication skills.
  • MS Office proficiency. Ability to type at 30 words per minute.
  • Flexibility to work a schedule that includes evening hours and weekends and some holidays.
  • Good knowledge of bank operations, retail banking products, and banking regulations pertaining to financial transactions is highly preferred.
  • High school diploma is required.
Very competitive salary and benefits!
Great company to work for!
Full relocation package is available!
Don't miss out! Apply now and we'll be in touch immediately with more specific details, salary information and to answer any questions!!

This position does NOT provide sponsorship so please do NOT apply if you require sponsorship.  Thank You

KP Recruiting Group 
"Bringing Talent to the Marketplace"

KP Recruiting Group is a well established and very respected recruiting firm.  We have built a strong reputation as a premier resource for providing highly qualified candidates for our clients.  We are very experienced in many industries and have a wide range of clients.  We will serve as your advocate during your career search!  Let us do the work for you!  There is never a fee for our services!

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