Customer Service Specialist

How to use this kit

Ground every answer in facts on this page and the original listing. We never invent Glassdoor-style reviews or salaries that are not in our data.

Interview prep

• Walk through how you de-escalate a frustrated account holder while following bank policy.
• Describe logging every interaction and verifying a fix after a complaint.
• Explain accuracy when taking payments, deposits, or address/account changes.

Fit summary

Strong fit if you communicate clearly, document carefully, and stay calm under pressure. Best for people who like structured procedures in a branch or contact-center style bank setting (on-site in Illinois).

Day in the role

As a Customer Service Specialist at UNION Savings BANK, you would handle customer calls and in-person visits about accounts and products, log inquiries and complaints, confirm problem fixes, and process billing, deposits, address changes, or service updates on bank systems.

Skills to emphasize

• HubSpot Academy — Customer Service Fundamentals (free)
• Alison — Customer Service courses (free to learn)

FAQ from this listing

Is this role remote?

The listing marks remote as no; expect Illinois-based on-site or local work.

What does the work involve day to day?

Customer contact, account and service updates, payment or billing steps, and detailed interaction records.

What free training helps?

HubSpot Customer Service Fundamentals (free) and Alison customer service courses (free to learn).

Occupation tasks (O*NET)

Public-domain labor data — prepare examples for 2–3 of these.

• Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints.
• Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
• Check to ensure that appropriate changes were made to resolve customers' problems.
• Contact customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments.
• Determine charges for services requested, collect deposits or payments, or arrange for billing.
• Complete contract forms, prepare change of address records, or issue service discontinuance orders, using computers.
• Refer unresolved customer grievances to designated departments for further investigation.
• Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills.

O*NET source

Role overview (listing rewrite)

CUSTOMER SERVICE SPECIALIST at UNION Savings BANK in Illinois, US About the Role We are seeking a self-starter who enjoys meeting and helping others to join our team as a Customer Service Specialist. This role is full-time and requires no remote work. Key Responsibilities Provide exceptional customer service through various channels, including in-person, phone, and email. Assist customers with inquiries, transactions, and account-related matters. Resolve customer complaints and issues in a timely and effective manner. Maintain accurate records and update customer information as needed. What You Bring A strong commitment to providing excellent customer service. Excellent communication skills, both verbal and written. Strong problem-solving abilities and a proactive approach to work. Familiarity with banking products and services is preferred but not required. About UNION Savings BANK At UNION Savings BANK, we value honesty and clarity. We embrace understanding and resourcefulness. Our strength lies in collaboration. Join us as we continue to serve our community with integrity and dedication. Applying for This Role To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there.

Full job on Get A Job.AI

Questions to ask them

• What does success look like in the first 90 days for this role?
• How is the team structured, and who would I work with most?
• What tools and systems does this role use daily?
• Is the work primarily based in Illinois, US, hybrid, or fully remote?