Client Contact Center Specialist

JOHNSON FINANCIAL GRP • Racine, WI • 13h ago

JOB REQUIREMENTS: Overview This position is a primary source of contact
for all Johnson Financial Group Consumer, Private, Business Banking and
Mortgage clients and bankers, through various methods including but not
limited to phone, email, message center and chat. In addition to
providing exceptional client service, associates are responsible for
providing simple solutioning options to meet client needs. Associates in
this role may work on corporate projects and provide input and
recommendations on how best to implement and support corporate
initiatives. KEY RESPONSIBILITIES Provides an exceptional client service
experience to Consumer, Private, Business Banking and Mortgage clients
both over the phone and via and other communication channels. Assists
clients with the Consumer, Private, Business Banking and Mortgage
products including but not limited to online banking enrollments, bill
pay service requests, password reset, account lock out, mobile banking,
remote deposit capture, personal finance management, deposit and loan
account inquires, escrow analysis, mortgage payment processing and
statement inquiries. Assists Consumer, Private, Business Banking bankers
with product, policy and procedural inquires in support of our clients.
Acts as an advisor to account owners. Proactively works to identify
needs of the client provides simple solutions and generates referrals to
line of business partners, as appropriate. Responds to client inquiries,
and concerns in a professional and timely manner, utilizing the CHOICE
connection model, and promoting one call resolution whenever possible.
Follows bank policy and department procedures to mitigate risk to the
bank, and the client, while still making it easy for people to do
business with us. Completes all work with a high level of accuracy and
assures compliance with all applicable bank policies and procedures, as
well as all applicable state and federal banking regulations. Knowledge
of full portfolio of JFG products; ability to cross-sell products and
services and scheduling client appointments for more complex needs.
Responsible for establishing, building, and maintaining strong internal
relationships across all lines of business to ensure consistent referral
activities. Expand new and existing relationships by advising and
recommending appropriate solutions that will exceed client expectations
and schedule appointments for more complex client needs. Consistently
meets or exceeds cross sell/referral goals. REQUIRED EXPERIENCE High
school diploma required. Strong customer focus and desire to deliver
exceptional customer service. Prior customer facing or banking
experience preferred, previous call center experience is a plus. Strong
verbal and written communication skills and the ability to interact
professionally within a diverse group of... For full info follow
application link. Equal Opportunity Employer of Minorities, Females,
Protected Veterans, and Individuals with Disabilities ***
APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/6F0F79D9085F44F6

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