Customer Consultant

At Liberty, we strive to maximize our impact and exceed goals by investing in our teammates to deepen our relationships in the workplace and communities we serve. We take pride in promoting a socially responsible and sustainable future through initiatives and investment.  

SUMMARY OF THE JOB:

The Customer Consultant is expected to assist customers over the telephone in a professional and courteous manner, and adhere to the service standards set by the Customer Service Center. This position is eligible for a hybrid work schedule after completing onsite training for the first 90 days. 
 

ESSENTIAL FUNCTIONS:

• Accurately, efficiently and professionally answer customer inquiries via the telephone.
• Independently provide the highest level of customer service, general account servicing and problem resolution, escalating through the proper channels when necessary.
• Performs account maintenance such as processing: check orders, stop payments, disputes, online banking requests, bill pay inquiries, etc.
• Provides banking solutions to enhance and create lasting customer relationships. 
• Customer Service: Provides courteous, efficient, personalized service and satisfactory problem resolution to each customer in accordance with customer service standards.
• Ability to handle complex situations and demonstrate de-escalating skills when dealing with irate or emotional customers.
• Compliance: Adheres to banks policies and procedures.
• Technical: Efficiently utilizes computer systems including Outlook, Microsoft, Insight, and internal intranet platform. 
   

MINIMUM REQUIREMENTS: 

• At least two years of tele-services/customer service experience is preferred. 
• Familiarity with Bank products, services, and regulations, in particular CRA and other Fair Lending laws normally acquired through one to two years of banking experience and training preferred 

PHYSICAL REQUIREMENTS: 

• General Office Equipment
• Keyboard Dexterity
• Lifting/carrying up to 25 lbs.
• Use of general office equipment
• Ability to travel

COMPLIANCE

Acts affirmatively in all activities under his/her control in conformance with the Bank’s Affirmative Action, Equal Employment Opportunity, and Fair Lending Programs to achieve the Bank’s goals and objectives. The bank shall provide equal employment opportunity to all qualified persons, and continue to recruit, hire, train and evaluate persons in all jobs without regard to race, color, religion, sex, national origin or veteran status.

Liberty Bank is an Equal Opportunity employer.  It is the policy of Liberty Bank to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.