Client Service Representative

Full Time or Part Time

Tewksbury, MA

Interested? Apply here! 

POSITION SUMMARY

Client Service Representatives serve as advisors, providing phone and email support for internal and external clients. Primarily assists callers with inquiries and resolves problems with Lowell Five solutions, cross sells Bank products and services, and makes referrals while working to meet individual and team growth goals. While this position is based in our Corporate Headquarters, there is an opportunity to work remotely on scheduled Saturdays (typically 1-2 per month).

ABOUT LOWELL FIVE

With $1.5 billion in assets, 230 employees and 16 banking center locations throughout the Merrimack Valley and Southern New Hampshire, Lowell Five is honored to play a vital role in the economic vitality of the region. We provide support of, and our employees are engaged in, a myriad of leadership roles for numerous community boards and organizations. We are proud of the longevity of our employees and we are committed to finding new talent for our team. We offer career development and educational programs to support personal and professional growth along with a benefit package that supports each employee’s best life. For more information, please visit www.lowellfive.com.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Handles incoming phone calls and emails from clients
• Maintains knowledge of Bank solutions and communicates them effectively to clients
• Makes outbound calls to our client base in an effort to deepen relationships and meet individual and team growth goals
• Actively listens to clients in order to advise and consider referral opportunities; connects callers to appropriate Bank personnel for more complex matters and follows up as necessary
• Utilizes Salesforce to create cases, referrals, and notes to enhance the customer experience and collaborate with multiple departments across the Bank
• Opens new deposit accounts for existing clients
• Provides limited back office support to the branch network during extended hours
• Sends client correspondence
• Supports the wire transfer process
• Submits new consumer loan applications

REQUIREMENTS

• Prior call center experience; banking experience preferred
• Willingness and aptitude to learn new systems as required to support Bank growth and expansion of services
• Excellent verbal and written communication skills with the ability to be concise, clear and consistent; pleasant tone of voice on the phone
• Ability to build rapport and maintain relationships
• Detail-oriented with excellent time management and organizational skills
• Ability to multi-task, prioritize, and adapt to change
• Capable of working independently and solving problems
• Team player with strong desire to offer exceptional customer service
• Knowledge of Microsoft Office, including Word, Excel, Outlook
• Willingness to have flexibility in your work schedule
• Ability to work for prolonged periods of time at a desk and working on a computer

Please note this job description is not designed to cover a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change over time.

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities