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Retail Customer Service Representative

Company: H&R Block
Posted on: July 19, 2021

Job Description:

What you'll do...


Provide exceptional customer service primarily through phone and email communication to inbound callers and customers. This will include receiving and resolving a comprehensive variety of customer cases, requests and inquiries. Handle moderately complex internal and external customer inquiries and concerns via phone, email and chat. Serve as liaison between clients and management, support groups and the business unit. Use Contact Center software programs and computer systems to resolve and track client issues. Closely adhere to a call-handling schedule. Participate in outbound calling projects as needed.


  • Assist customers in opening deposit and loan accounts through a variety of channels such as telephone, Internet and US mail.
  • Provide customer service and maintenance on exiting accounts.
  • Know, understand and apply bank policies and procedures.
  • Demonstrate a high level of courtesy and efficiency with customers.
  • Recognize and act on referral opportunities with customers.
  • Help reconcile branch settlement differences.
  • Resolve escalated customer issues in a timely manner .


  • These skills are acquired through the completion of High school diploma or equivalent.
  • 1 - 3 years experience in bank customer service role.
  • Knowledge of retail banking products, operations, and laws.
  • Ability to maintain sensitive and confidential information.
  • Effective oral, written and interpersonal communication skills.

About H&R Block...

We're here to live our purpose-to provide help and inspire confidence in our clients and communities everywhere. We take our work personally, because we know what it represents: Families and homes. Livelihoods and lives.

We've been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we've grown to approximately 12,000 tax offices throughout the United States and around the world. When you join our team, you'll add to the momentum of a forward-thinking company-one that defined an industry and is now leading its transformation.

What you'll bring to the team...

  • High school diploma or equivalent
Work Experience:
  • 1 year Minimum related work experience
  • Advanced MS Outlook, Word, Excel and Powerpoint
  • Extremely Detail oriented
  • Ability to perform under stress in a fast-paced phone center environment.
  • Excellent Oral, written and interpersonal communication skills
  • 2-3+ years of remote work/work-from-home experience preferred
Remote Work Setting:
  • With the possibility of working remotely, must have a quiet & secure area the little to no background noise or distraction
  • Must be able to have a wired internet connection (not wireless/wi-fi) with upload and download speeds at or above 5MBps

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Keywords: H&R Block, Kansas City , Retail Customer Service Representative, Other , KANSAS CITY, Kansas

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