Customer Success Specialist providing support for SimplePractice platform inquiries in Mexico City. Engaging with customers via email, chat, and calls to enhance their experience with our product.
About the role
- Receptionist/Customer Service Representative managing customer interactions and account services at a bank. Directing lobby traffic and handling various banking tasks efficiently.
Responsibilities
- Greet all incoming customers, direct lobby traffic, and answer phone calls.
- Resolve account issues at the request of both internal and external customers.
- Observe and enforce all Bank policies and procedures.
- Update deposit rates and lobby PC display.
- Accept wires, transfers, stop payments, change of addresses; order checks, ATM and debit cards, balance checkbooks, etc.
- Send “Thank you” notes for new accounts and as requested by management.
- Maintain an extensive knowledge of deposits services offered by studying product information, bulletins, regulations and updates.
- Attend periodic training sessions and stay abreast of new procedures, marketing techniques, rules and regulations.
- Open accounts, be CSR back-up by promoting multiple financial products and services to new and existing customers by assessing customer needs and determining which financial services can best satisfy those needs.
- Spot sales opportunities and cross-sell other Bank services as they arise.
- Refer potential clients to the Investment Center.
Requirements
- Strong commitment to providing exceptional customer service.
- High School diploma or equivalency.
- Ten key proficiency.
- Previous computer experience.
- Previous multi-line phone handling experience.
Benefits
- Strong commitment to providing exceptional customer service.
- High School diploma or equivalency.
- Ten key proficiency.
- Previous computer experience.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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