Customer Support Specialist I

Description

Who We Are: 

FFB, a dynamic and acclaimed single-branch bank born in the heart of Fresno, CA in 2005, is on a mission to redefine the banking experience. Our commitment to delivering top-notch banking services has propelled us to the forefront of the industry, earning us accolades and recognition. At FFB, we recognize the uniqueness of each individual who walks through our doors, and our dedicated team strives to craft personalized banking solutions that cater to their distinct needs.

What sets FFB apart is not just our Fresno roots but the diverse talents that make up our team, hailing from every corner of the country. We firmly believe that our people are our greatest strength, and we're constantly on the lookout for ambitious and passionate individuals who align with FFB's vision, regardless of their location.

If you're ready to be part of a winning team and contribute to our ongoing success story, we invite you to apply and join the FFB family!

Recent Achievements Speak Louder Than Words:

• 2024 - American Banker - #1 Top Performing Publicly Traded Bank with under $2b in assets  
• 2023 - American Banker - "Top 5" Community Bank in the Country #4 
• 2023 - OTCQX - Best 50 Companies #3 
• 2023 - 5-star Rating Bauer Financial 

What You Should Expect While Working at FFB:

• Company ownership through our Employee Stock Ownership Program (ESOP)
• A friendly, close-Knit work culture that encourages growth 
• Opportunities to Participate in Community Networking Events 
• Benefits Package

o Medical/Dental/Vision

o Life Insurance

o Paid Vacation

o 401(k) Retirement Plan

o Training & Development

o Tuition Reimbursement

o Employee Assistance Program

o Internal Job Posting & Referral Program

Ideal Candidate: 

FFB prides itself on its core values of Teamwork, Relationship, Authenticity, and Commitment (TRAC). We expect that our team members will reflect these values in the workplace in various ways: 

• Teamwork – We collaborate, hold each other accountable, and win together. 
• Relationship – We are trustworthy, transparent, and respectful. 
• Authentic – We are humble, vulnerable, and we speak up. 
• Commitment – We are owners...Be hungry, responsive, and have a sense of urgency.

About the Position:

The Customer Support Specialist I is responsible for supporting the Branch Operational and Customer Support activities in a central Customer Support Team. Opens all new accounts for RM’s and BDO’s; assists customers over the phone with their banking needs; recommends appropriate Bank products and services, performs branch clerical duties; maintains expert knowledge of bank products and services; positively represents the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. 

Essential Duties:

• Strives to resolve customer inquiries and issues during the first interaction to ensure a one-call resolution.
• Delivers prompt and effective customer service by answering calls within two rings and providing accurate, timely solutions to customer inquiries and concerns
• De-escalates and/or escalates situations involving dissatisfied customers, offering client assistance and support. 
• Builds and maintains positive relationships and engages customers by going above and beyond. 
• Manages support tickets efficiently, delivering accurate solutions within expected timeframes.
• Assists customers in their selection of various accounts, products, and financial services available from the Bank; ensures cross-sell opportunities are presented by applying professional sales techniques. 
• Interviews customers to obtain information; establishes proper identification of new customers; determines need and extent of reference investigation; assists customers in completing new account openings. 
• Operates computer terminal or personal computer to process account activity; determine balances and resolve problems within given authority. 
• Provides effective customer service by answering customer questions; investigates and corrects errors; and resolves problems or other issues.
• Assists customers with various account servicing requests, including issuing official checks, processing wire transfers, updating addresses - and ordering checks, deposit slips, and endorsement stamps. 
• Collects and processes data for various operational reports and callback verifications.
• Prepares routine letters, reports, and forms. 
• Ensure the organization of files, copies, and faxed documents. 
• Performs official notary service duties as needed.
• Embodies the TRAC Values and Critical Behaviors (Teamwork, Relationship, Authenticity, Commitment) as core principles, using them to guide daily interactions and decision-making.
• Completes administrative tasks with a sense of urgency, including required Bank Compliance Training. Responds to internal and external inquiries via email, phone, or messaging platforms in a timely and professional manner. Positively represents the Bank through ethical conduct and community involvement.
• Demonstrates an understanding of and commitment to EEO policies. Fosters a respectful, inclusive workplace by valuing cultural differences, preventing harassment of any kind, and supporting a diverse workforce. 
• Ensures adherence to all Bank policies, procedures, and processes, along with applicable state and federal laws, rules, and regulations, ensuring confidentiality and data privacy while carrying out AML/CFT (Anti-Money Laundering and Countering the Financing of Terrorism) responsibilities specific to the role.
• Performs duties in an office or home office environment, involving tasks such as writing, typing, speaking, lifting moderate weights, and operating office equipment. The position requires physical activities like sitting, walking, and reaching. Reasonable accommodation can be made for individuals with disabilities to perform essential functions.
• Travels up to 10%, including but not limited to attending company meetings, training sessions, and corporate events, with travel typically being regional or local based on business needs.

Requirements

• High school diploma or equivalent required; bachelor’s degree preferred.
• Minimum 1–2 years of related experience in customer service in a financial institution, call center or relevant industry preferred.
• Basic analytical and problem-solving skills; ability to work with and interpret data.
• Experience with CSI, DialPad, Adobe E-sign, Zendesk, etc. preferred or required. Proficiency with Microsoft Office Suite (Excel, Word, Outlook) required.
• Effective oral, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers, vendors and employees. 
• Strong organizational and time management abilities with attention to detail.
• Proficient teamwork and relationship skills to contribute to cross-functional collaboration and team success. 
• Willingness to take on special projects and perform other duties as assigned, beyond core responsibilities, to support team and organizational needs.
• Commitment to continuous learning and professional development to stay current with industry standards and best practices. 
• Ability to maintain authenticity and integrity in all professional interactions, ensuring trust and credibility with stakeholders.
• Capable of managing multiple priorities and meeting deadlines in a dynamic environment.
• Ability to work independently with minimal supervision and as part of a team.
• Proven ability to adapt to changing priorities and procedures.
• Current driver’s license and a vehicle with appropriate insurance coverage if required to drive while performing assigned duties and responsibilities.