Overview
District Central Co-operative Bank is seeking a professional and detail-oriented Customer & Financial Assistance Specialist to join our team. In this role, you will assist customers with banking inquiries, support account-related services, maintain accurate financial records, and provide exceptional customer service. The ideal candidate is organized, analytical, and committed to delivering high-quality support in a fast-paced financial environment.
Duties
- Respond to customer inquiries by phone, email, and in person with professionalism and courtesy.
- Assist with account-related requests and provide information about financial services.
- Process customer transactions and maintain accurate financial records.
- Perform data entry and update customer account information.
- Review and reconcile account information to ensure accuracy.
- Prepare basic financial reports and maintain organized documentation.
- Support administrative tasks related to customer accounts and financial operations.
- Work collaboratively with team members to ensure efficient daily operations.
Skills
- Previous experience in customer service, banking, financial services, or office administration is preferred.
- Strong attention to detail and excellent organizational skills.
- Proficiency with Microsoft Office and basic accounting or financial software.
- Excellent communication and interpersonal skills.
- Strong analytical and problem-solving abilities.
- Ability to manage multiple tasks while maintaining accuracy.
- Professional attitude and commitment to providing outstanding customer service.
This position offers an excellent opportunity to develop your customer service and financial administration skills while working in a collaborative environment dedicated to delivering reliable banking and financial support services.
Pay: $16.71-$28.84 per hour
Benefits:
- Employee assistance program
- Life insurance
Work Location: In person
