Education at Work

Customer Advocate

• Engage with customers through inbound phone calls and email as a Client First Center team member.
• Customer support across sectors; develop effective communication, problem-solving, dependability, adaptability, and teamwork skills.
• Answer customer inquiries about bank products and services through phone.
• Recognize sales opportunities and refer clients to sales associates.
• Remain current on products, services, policies, and procedures.
• Resolve customer issues through account research and utilization of support materials and resources.
• Perform customer account transaction and maintenance activities accurately.
• Strive for first contact resolution of customer inquiries, transactions, and problem resolution.
• Escalate customer requests requiring additional knowledge or expertise as defined by department leadership.

Client First Customer Advocate