Customer Service Advisor – Medford

The role involves responding to inbound calls from internal and external customers, providing information on accounts, services, and products, and resolving a variety of banking issues. The representative responds to inquiries about deposits, loans, online banking, and card issues, while educating clients and identifying opportunities to enhance customer relationships. Handling difficult situations and following up to ensure customer satisfaction are vital parts of the role, alongside managing account documentation and maintaining compliance with regulations. Continuous learning about banking products, laws, and policies ensures the provision of comprehensive service and safe banking practices. The position requires teamwork, multi-tasking, and problem-solving capabilities, supported by proficiency in MS Office. Mentoring new team members and supporting bank initiatives are also key responsibilities.