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Banking Client Services Representative - Banking Call Center

SmartFinancial, Inc.Sevierville, TN
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Job Description

At SmartBank, our benefits package is designed to enhance your life. You'll enjoy medical, dental, vision, life, and disability insurance, as well as a 401(k) plan with a 4% employer match. Our generous paid time off (PTO), SmartFlex Days, and 11 Paid Company Holidays promote work-life balance. Engage in paid community involvement, enjoy company apparel, and access tuition reimbursement for your growth.

About Us

SmartBank is rooted in our core values: Acting with Integrity, Being Enthusiastic, Creating Positivity, Demonstrating Accountability, and Embracing Change. Our team lives and breathes these values to fulfill our core purpose: creating "WOW" experiences for our clients. For over 15 years, we've been delivering on this purpose in Tennessee, Alabama, and Florida, and we're continuously expanding our reach. Our team is empowered to care for our clients and actively participate in the communities we serve. At SmartBank, we prioritize individual needs, set high expectations, and celebrate achievements - that's the SmartBank way.

Your Role as a Client Services Representative I

As a Client Services Representative I, you'll play a vital role in our mission. Your responsibilities will include:

  • Embodying SmartBank's Core Values and Core Purpose.
  • Follow and embrace the SmartBank Way
  • Serve as the primary point of contact for our clients, providing exceptional service, and directing inquiries to the appropriate channels.
  • Provides customer support by phone and serves as primary contact for inbound customer inquiries relating to their bank accounts, e-banking, debit cards, and general problem resolution.
  • Completes dispute, stop payment, change of address, change of account type, and other maintenance forms as necessary.
  • Responds to email and Live Chat inquiries.
  • Assists with Mergers & Acquisitions as needed including working extended hours when needed.
  • Approves mobile deposits in the FIS Xpress Deposits (FXD) system.
  • Deliver superior customer service by consistently providing premier customer satisfaction with a friendly demeanor, can-do attitude, and willingness to help at all times.
  • Communicates clearly and concisely with other associates to facilitate a streamlined work environment and client experience.
  • Listens to and understands the client's needs and suggests products and services to strengthen the relationship.
  • Maintain and manage well-developed professional knowledge of entire products and services.
  • Processes returned mail.

Qualifications for the Ideal Candidate

  • High School Diploma or equivalent required.
  • Minimum 1 year of banking experience required.
  • Exceptional customer service skills.

Work Schedule

The Client Services Representative I typically works during business hours from 8:00 a.m. to 6:00 p.m. Monday through Friday with some Saturdays in the schedule rotation.