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Senior Client Contact Center Specialist

Title: Senior Client Contact Center SpecialistLocation: Livermore, CAHiring salary range: $29.62 - $38.27 per hourPosition SummaryFremont Bank - one of the Bay Area's most respected and long-standingfinancial institutions - is seeking a strategic, hands-on professional to joinand help advance our Client Contact Center team. This is a high-impactopportunity to contribute to the success of a mission-driven organizationcommitted to excellence, community service, and strong client relationships.If you're energized by purpose-driven work, collaboration, and deliveringmeaningful results, we'd love to connect.Why Fremont Bank?Founded in 1964, Fremont Bank is one of the oldest independently ownedbanks in the Bay Area and has been consistently recognized as a Top Workplacefor the past 15 consecutive years. Our foundation is built on relationships -with our clients, our associates, and our communities.We offer:A people-first culture grounded in inclusion and excellenceDeep community involvement and local reinvestmentA mission-driven workplace where values and performance go hand in handThe Fremont Bank WayFull-Service Banking with comprehensive financial solutions, advanced technology, and exceptional serviceNo-Compromise Approach - we help clients get to "yes"Core Values:o Go above and beyond for clientso Foster a supportive and empowering environment for associateso Deeply invest in the well-being of our local communityPosition OverviewThe Senior Client Contact Center Specialist is responsible for providing support and assistance toexisting clients, potential clients, and other parties who contact Fremont Bankby telephone and/or email, including other departments. When responding toincoming phone calls and emails, the Sr. Specialist must adhere to establishedFremont Bank policies and procedures to effectively satisfy inquiries, diffusesituations, resolve problems, and fulfill services requests through a singlecall resolution while upholding company policies and procedures. The Sr.Specialist is the subject matter expert with extensive knowledge of allproducts and services with the ability to coach and train new associates withinthe department. In addition, the Sr. Specialist is expected to deliver a SixDiamond Experience on every call to improve customer loyalty and foster alifelong relationship. The Client Contact Call Center Department is ahigh-volume contact center serving customers and the sales team.Role and ResponsibilitiesHandle incoming phone calls and resolve clients' inquiries and present company products and services to help clients achieve their financial goals.Maintains knowledge of Fremont Bank products and services to effectively promote products and services to meet clients' banking needs.Partner with Bankers, Commercial Loan Officers, and Financial Advisor and connect customers to experts who can help them with specialized financial needs.Work closely with Mortgage Officers to offer mortgage and home equity line of credit to client.Assist mortgage loan related clients as needed.Must go above and beyond to provide the "Six Diamond" experience in every interaction.Ensure that all interactions with client and staff are handled professionally, accurately, with high quality and performance standards and integrity.Resolve client's issue by offering solutions, corrections, or adjustments; and follows up to ensure customer satisfaction.Adherer to Fremont Bank guidelines, regulatory banking requirements, policies and procedures to process client requests.Handle REG E claims for electronic transaction disputes on behalf of clients and branch staff.Work with internal departments to confirm and update client information and help expedite any research requests and/or refer them to the appropriate department to ensure timely responses.Submit Travel Advisories and assist with ATM questions from clients. Work with the ATM Department to help expedite any issues, questions or concerns.Process stop-payments and stop payment releases as requested.Process and respond to emails or inquiries from branch associates.Answer client's general questions through Chat.Enroll clients in online banking and password reset.Order checks and debit cards.Process temporary and permanent increases on mobile and debit cards.Provide support to branch staff with online banking.Assist Commercial Loan clients with general inquiries.Supports and participate in all campaigns and makes outbound service and sales calls.Be the Subject Matter Expert for our department.Provide training and support to new associates.May provide customer support to peers and able to resolve complex issues on behalf of Team Lead.Under direct supervision, processes customer transactions within established guidelines.Identify and make sales referrals, recommend alternate channels, cross-sell bank services and products for Fremont Bank partners, and provide Six Diamond Experience customer service.Senior Client Contact Center Specialist will develop and improve their skills through training programs and regular feedback discussions with supervisors, which will help further their professional experience and improve their chances for even greater roles in the future.Required to meet quarterly sales goals.Perform other job-related duties as assigned.Minimum QualificationsAssociate degree in business related field or equivalent work experience.2 -3 years of experience in a rapidly growing call center environment with proficiency in handling escalated customer calls.Require telemarketing experience.Must have banking experience in retail banking.Must rely on extensive experience and judgement to plan and accomplish goals.Must demonstrate sense of urgency when dealing with all issues.Must be flexible with schedule to ensure proper coverage as determined by business needs including weekends and holidays.Must be a team player and willing to take on additional responsibilities when necessary.Must be familiar with a variety of the field's concepts, practices, and procedures.A wide degree of creativity and latitude is expected.Effective written and oral communication skills, including professional phone skills.Ability to work independently and handle multiple tasks simultaneously.Effective problem-solving skills.Ability to organize, prioritize and exercise reasonable judgment to resolve escalated issues.Should consistently display a positive and professional attitude while providing excellent customer service and support to customers and co-workers.Punctuality and reliability are required.Successfully pass the Operation Exam and obtain Signing Authority.NMLS Number is required.What Makes Fremont Bank AssociatesThrive?Team Players who go above and beyond to support their colleaguesAction-Oriented professionals who challenge the status quo and seek improvementPurpose-Driven individuals who understand and champion the bank's community impactBenefits SnapshotHealth & WellnessMedical, dental, and vision insuranceFlexible Spending Accounts (FSA, Dependent Care, Health Savings)Financial & RetirementEmployee Stock Ownership Plan (ESOP)401(k) with employer matchPerformance-based bonuses or incentivesWork-Life & PerksPaid holidays, vacation, and sick timeFree personal checking and savings accountsHome loan rate discountsTuition reimbursement and professional development resourcesOn-site gym and discounted health club membershipsEmployee Assistance Program (EAP)Equal Opportunity EmployerFremont Bank is proud to be an Equal Opportunity Employer. We arecommitted to creating an inclusive environment for all employees, regardless ofrace, color, religion, sex, gender identity, sexual orientation, nationalorigin, age, disability, veteran status, or any other protected classification.Salary RangeThe hiring salary range for this position is $29.62 - $38.27 per hour,based on factors such as experience, skills, education, and internal equity.Compensation decisions are made in consideration of these factors and inalignment with Fremont Bank's compensation philosophy.Employee Stock Ownership Plan (ESOP)The Employee Stock Ownership Plan (ESOP) is a way for Fremont Bank tocontribute to the financial well-being of associates by making a contributionto their retirement account. In addition, the ESOP provides associates anopportunity to share in the growth and prosperity of Fremont Bank.Note to Search Firms: