Customer Service Representative

11 hours ago


Cohoes, United States Net2Source Inc. Full time

Role Title: Account Opening & Maintenance Analyst

Location: Cohoes, NY 12047

Duration: 12 Months with possibility of extension

Client: Banking Financial


Responsibilities:

  • Review and approve pending client requests to ensure proper authorizations and supporting documentation are in place and meet policy requirements.
  • Coordinate and process team specific tasks as requested by the business.
  • Perform quality reviews of other team members completed work and ensure data accuracy.
  • Work across multiple systems and platforms.
  • Interface with teams and businesses resolve on-going issues and answer specific policy questions.
  • Provide support and work on special projects as requested.
  • Apply business judgment to identify unusual or suspicious activities and escalate issues as appropriate.
  • Associate must understand and adhere to all policies and procedures including, but not limited to, quality, client service, information security, and compliance.



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