Committed to meeting phone queue expectations; Answering the
phone is the first priority.
Adhering to the standards of the Client Care Call Review
Consistently demonstrate and provide excellent Client
Research and resolve internal and external Client issues.
Meet and maintain established department goals. I.e. Abandoned
Rate, Speed of Answer (Average wait time).
Authors informal written communications/emails for internal
and/or external Clients, management, employees, etc.
Participate in career development activities annually to enhance
knowledge, skills & abilities.
All employees are responsible for internal controls in the
performance of their assigned duties. Internal Control
responsibilities are established in various policies, procedures,
and documents, including the Code of Conduct.
Minimum Job Requirements:
High School Diploma or GED
1+ year of banking experience and/or Client Service and/or Call
Bi-lingual staff speaking Spanish or Russian desired.
Excellent Client service skills with a desire to assist
Successful candidates will demonstrate a basic level of computer
skills. Experience with MS Office products or Personal Finance
products preferred. I.e. Quicken, Quickbooks applications.
Solid active listening and verbal communication skills.
Strong telephone skills.
Demonstrated effective interpersonal skills.
Basic written communication skills.
Demonstrated effective prioritization and time management
Ability to generate an atmosphere of exceptional team synergies,
positive energy and CB pride.
Our Core Behaviors:
Be Genuine . Conduct yourself in a consistent, honest and
compassionate manner at all times.
Work Ethic . Be willing to go the extra mile for the customer,
whether internal or external.
Influence . Be an active player in participating, building and
contributing to service.
Continuous Learning . Commit to gaining knowledge, skills and
experience on an ongoing basis in order to better serve the
customer, increase personal satisfaction and improve Columbia
Team Play . We win together. Individuality is encouraged to
advance and enrich the work of the team.
Problem Solving . Bring creative, problem-solving mentality to
every situation. See alternatives, take initiative and assume
responsibility for your actions.
Communication . Keep others informed and up-to-date. Actively
listen and learn from each other.
Have a sense of community . We firmly believe that we’re only as
strong as the communities we serve. Your involvement is an
important part of who we are.
Physical and Mental Requirements:
Ability to sit at a computer monitor for extended periods of
Ability to perform repetitive finger, hand, and arm
Ability to lift up to 15lbs.
Ability to effectively discern information and formulate
Ability to reach, squat, bend, and manually manipulate standard