Universal Client Contact Specialist I

Posted 9 Days Ago
Be an Early Applicant
Wellsboro, PA, USA
In-Office
Junior
Fintech • Software • Financial Services
The Role
Serve as the first point of contact for clients via phone, chat, email and secure messaging. Research and resolve account, deposit, loan, and digital product issues, execute transactions, follow up with customers, cross-sell products, refer specialists, and maintain knowledge of policies to meet service and sales goals.
Summary Generated by Built In

Who are we?

For over 160 years, C&N has been committed to creating value through lifelong relationships with our customers, communities, shareholders, and teammates. What sets us apart from other banks is our unwavering dedication to embodying our values of teamwork, excellence, respect, responsibility & accountability, integrity, and having fun in everything we do, daily.

From partnering closely with our customers and guiding them toward their life aspirations to supporting our local communities through our many initiatives, including “Giving Back, Giving Together,” to making the best decisions for the long-term interests of our shareholders, C&N is committed to being the only financial institution that our customers will ever need.

At the heart of what we do are our employees! C&N is a team of passionate, imaginative professionals dedicated to making a positive difference. We believe in fostering a culture where every employee thrives. Join us to be part of a team that values innovation, collaboration, and excellence, where your career aspirations are supported, and your talents are appreciated.

Who are you?

You are a proactive communicator with a passion for delivering exceptional customer service. As a Universal Client Contact Specialist, you will be the first point of contact for our valued clients, assisting with a wide range of inquiries and issues related to deposits, loans, and technology products. Utilizing your expertise through phone and written communication, you'll provide timely solutions and guidance, ensuring each client interaction is seamless and satisfying. Join our team and be the friendly, knowledgeable voice that makes a difference in our clients’ financial journeys! Continue reading to learn more!

You will be responsible for:

  1. Providing prompt support to customers through phone calls, live chat, email, and secure messaging, addressing inquiries about customer accounts as well as digital products and services.
  2. Researching and resolving customer issues, executing transactions, and ensuring prompt follow-ups to deliver exceptional service.
  3. Promoting C&N solutions by cross-selling products, referring to specialists when needed, and conducting outbound follow-ups to ensure satisfaction.
  4. Maintaining up-to-date knowledge of C&N policies, procedures, and product offerings, meeting service level and sales goals.

Requirements:

Education & Experience – You will need some college or technical school courses in a related field AND 1-2 years of previous related experience in a customer service setting, preferably in a banking environment OR an equivalent combination of education and experience.

Skills  You should possess well-developed abilities and a proven track record in the following areas:

  • Critical Thinking and Problem Solving
  • Strong Verbal and Written Communication 
  • Active Listening
  • Detail Oriented
  • Multitasking

Key Competencies – The combination of skills, behaviors, and attributes required to perform effectively in a role and achieve organizational goals include:

  • Customer Focus: Delivers tailored solutions, exceeds expectations, and builds strong customer relationships.
  • Interpersonal Savvy: Builds positive relationships across levels, functions, and cultures with diplomacy and tact.
  • Drives Results: Achieves goals despite challenges and motivates others to deliver strong outcomes.
  • Action Oriented: Acts quickly on challenges, seizes opportunities, and tackles tough issues with a positive attitude.

Why C&N?

At C&N, we’re more than just a team – we’re a community working together toward a shared mission: the success of our customers, teammates, shareholders, and communities.

  • Achieve & Grow: Your success is our success. At C&N, you’ll grow alongside our customers as we work together to achieve meaningful goals.
  • Learn & Develop: Collaboration is at the heart of what we do. You’ll learn from and with your teammates, fostering both personal and professional growth.
  • Contribute & Be Rewarded: Your contributions make a difference, and we recognize your impact through competitive rewards and career advancement opportunities.
  • Share & Celebrate: Together, we give back and celebrate the milestones that matter to our communities.

We’re proud of our award-winning workplace culture, recognized repeatedly with the NBRI Circle of Excellence Award. At C&N, we live our values every day, creating a supportive, inclusive, and dynamic environment where you can thrive.

Comprehensive Benefits for Your Success:

At C&N, we offer more than just a competitive salary – our robust benefits package is designed to support your well-being, career growth, and work-life balance. Highlights include:

  • Paid Time Off: Generous vacation, personal, sick, family sick, and community service leave.
  • Retirement Savings: 401(k) with pre-tax and ROTH contribution options and a safe harbor match, plus an Employee Stock Ownership Plan (ESOP).
  • Health & Wellness:
    • Health, dental, and vision coverage, including employer-paid premium options for employee-only coverage.
    • Health Savings Account (HSA) and Flexible Spending Accounts (FSAs) for medical and dependent care.
    • Employer-paid life and disability insurance.
    • Additional voluntary coverages to meet your unique needs.
  • Career Development: Access to education and development programs and ongoing support for personal and professional growth.

With C&N, you can customize your benefits to fit your life while growing your career in a supportive and rewarding environment.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Skills Required

  • Some college or technical school courses in a related field
  • 1-2 years previous related customer service experience
  • Experience in a banking environment
  • Proven critical thinking and problem-solving skills
  • Strong verbal and written communication skills
  • Active listening skills
  • Detail oriented
  • Ability to multitask
  • Ability to support customers via phone, live chat, email, and secure messaging
  • Experience researching and resolving customer issues and executing transactions
  • Ability to cross-sell products, refer to specialists, and conduct outbound follow-ups
  • Maintain up-to-date knowledge of policies, procedures, product offerings and meet service/sales goals
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Wellsboro, Pennsylvania
518 Employees
Year Founded: 1864

What We Do

97% of Citizens & Northern Bank customers say they would recommend us to their family and friends. As Your Bank for a Lifetime, it's our mission to create value through lifelong relationships with our neighbors in Pennsylvania and New York. We believe managing your finances should be a fulfilling, trouble-free experience...so you can spend less time making a living and more time making a life. For over 160 years, C&N has shared the values of our communities, local families and businesses, our employees and our shareholders. Living our values everyday is what makes us different from other banks - teamwork, excellence, respect, responsibility & accountability, integrity, client-focus and having fun. From partnering closely with our customers and clients to help them identify and reach their life goals, to supporting our community through our Giving Back, Giving Together initiative and making the best decisions for the long term for our shareholders, C&N is committed to being the only financial institution you'll ever need. Member FDIC

Similar Jobs

Comcast Logo Comcast

Account Manager

Digital Media • Information Technology • News + Entertainment
Remote or Hybrid
Pennsylvania, USA
115000 Employees
7-20 Hourly

Comcast Logo Comcast

Manager, Software Development & Engineering (Mobile - Camera Experience)

Digital Media • Information Technology • News + Entertainment
Hybrid
Philadelphia, PA, USA
115000 Employees

Comcast Logo Comcast

Sales Representative

Digital Media • Information Technology • News + Entertainment
Remote or Hybrid
Pennsylvania, USA
115000 Employees
16-31 Hourly

Comcast Logo Comcast

Account Manager

Digital Media • Information Technology • News + Entertainment
Remote or Hybrid
Pennsylvania, USA
115000 Employees
19-34 Hourly

Similar Companies Hiring

Legora Thumbnail
Artificial Intelligence • Legal Tech • Software
Chicago, Illinois
700 Employees
Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Kepler  Thumbnail
Fintech • Software
New York, New York
6 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account