Bookkeeping/Telephone Representative

Better Banks • Chillicothe, IL

410d • $35,360 - $48,651

About The Position

We are seeking a motivated and detail-oriented Bookkeeping/Telephone Representative who will serve as the primary point of contact for telephone customer service support related to bookkeeping functions. This role involves assisting with debit card fraud duties and requires strong communication skills along with a solid understanding of bank bookkeeping principles and help desk functions.

Requirements

• Proven experience in banking & bookkeeping, and help desk is required.
• Experience with bank software is helpful.
• Thorough knowledge of debit & credit card policies & regulations is required.
• Excellent verbal communication skills with the ability to convey information clearly and concisely.
• Detail-oriented mindset with strong organizational skills to manage multiple tasks effectively.
• Ability to work independently as well as collaboratively within a team environment.

Responsibilities

• Performs as the primary point of contact for incoming calls directed to the bookkeeping department.
• Assists customers over the telephone with routine account-related requests; researches and resolves account service inquiries/issues; and responds to client inquiries promptly, effectively, and professionally, with a positive attitude.
• Assist with debit card inquiries and fraud cases, including review of fraud claims to determine if transaction was actually fraudulent.
• Utilizes marketing techniques to build relationships by actively cross selling and marketing new and existing products and services to current and potential customers.
• Assists with stuffing of statements & notices.
• Performs other duties as assigned.
• Maintain a professional demeanor while interacting with clients over the phone.

Benefits

• 401(k)
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid sick time
• Paid time off
• Referral program
• Retirement plan
• Vision insurance

What This Job Offers

• Job Type: Full-time
• Industry: Credit Intermediation and Related Activities
• Education Level: No Education Listed