Banking CSR Documentation Analyst

5 days ago


Farmington Hills, United States OpTech Full time

Why work at OpTech?

OpTech is a woman-owned company that values your ideas, encourages your growth, and always has your back. When you work at OpTech, not only do you get health and dental benefits on the first day of employment, but you also have training opportunities, flexible/remote work options, growth opportunities, 401K and competitive pay. Apply today


We are currently seeking 3 Complaint Intake & Resolution Specialists to join our client’s team. These positions are crucial to ensuring the efficient handling of complaints and concerns related to card programs. They handle the next step of validations, documentation and analyzing complaints that have come through. If you're a motivated individual with a strong customer service background and attention to detail, we’d love to have you on board


Hybrid Onsite: Farmington Hills, MI (3 days onsite required)


Openings: 3


Key Responsibilities:

  • Intake & Rerouting: Manage incoming calls related to card complaints, re-routing issues to appropriate vendors for resolution.
  • Documentation & Complaint Reviews: review complain information, complete research, reviews the call logs, validate documentation provided, collect details and identifies potential fraud issues
  • Collaborative Work: Collaborate closely with the internal team and external vendors to resolve customer complaints and provide solutions.
  • Systems Proficiency: Learn and efficiently navigate various systems, including Converge and service provider customer service systems.
  • Understanding Regulatory Components: Apply knowledge of regulatory components to address complaints in compliance with industry standards.
  • Detail-Oriented: Maintain a high level of accuracy and attention to detail when processing complaints and interacting with customers and vendors.
  • Customer Service Focus: Provide friendly, professional, and effective support to cardholders and partners.


Required Qualifications:

  • Customer Service Excellence
  • Banking/Financial Services Support experience
  • Salesforce experience
  • Experience with documentation
  • Analysis skills
  • Curious Mindset
  • Ability to learn and adapt quickly to new systems and processes.
  • Ability to work effectively in a fast-paced environment, with a focus on problem-solving and resolution.
  • Strong attention to detail and organizational skills.


Preferred Qualifications:

  • Card Program Knowledge: Experience with banking card programs (Retail/Commercial) is preferred.
  • Consumer Regulations Knowledge: Familiarity with consumer protection regulations (such as Reg E) is highly desired.
  • Systems Exposure: Prior experience with card payment systems (e.g., Converge or similar platforms) is a plus.


OpTech is an Equal Opportunity Employer (EOE), all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.



  • Farmington, United States OpTech Full time

    Why work at OpTech? OpTech is a woman-owned company that values your ideas, encourages your growth, and always has your back. When you work at OpTech, not only do you get health and dental benefits on the first day of employment, but you also have training opportunities, flexible/remote work options, growth opportunities, 401K and competitive pay. Apply...


  • Farmington Hills, United States comerica Full time

    Consumer Loan Front End AnalystThe Front-End Analyst is responsible for having knowledge of the process for Consumer Lending products which includes credit, compliance, title searches, appraisals and various terms and conditions associated with Consumer Lending. They are responsible for application validation and quality to confirm Comerica policies and...


  • Farmington Hills, United States comerica Full time

    Consumer Loan Front End AnalystThe Front-End Analyst is responsible for having knowledge of the process for Consumer Lending products which includes credit, compliance, title searches, appraisals and various terms and conditions associated with Consumer Lending. They are responsible for application validation and quality to confirm Comerica policies and...

  • Lead CSR/Teller

    1 month ago


    Vernon Hills, United States Fifth Third Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Provide excellent customer service in all interactions. Refer customers to the appropriate business partner for a consultative conversation. Responsible for the most complex...

  • Lead CSR/Teller

    1 month ago


    Vernon Hills, United States Fifth Third Bank Full time

    Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Provide excellent customer service in all interactions. Refer customers to the appropriate business partner for a consultative conversation. Responsible for the most...

  • Lead CSR/Teller

    1 month ago


    Vernon Hills, United States Fifth Third Full time

    Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Provide excellent customer service in all interactions. Refer customers to the appropriate business partner for a consultative conversation. Responsible for the most...

  • Lead CSR/Teller

    1 week ago


    Bloomfield Hills, United States Fifth Third Full time

    Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Provide excellent customer service in all interactions. Refer customers to the appropriate business partner for a consultative conversation. Responsible for the most...

  • Lead CSR/Teller

    2 weeks ago


    Bloomfield Hills, United States Fifth Third Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Provide excellent customer service in all interactions. Refer customers to the appropriate business partner for a consultative conversation. Responsible for the most complex...


  • Auburn Hills, Michigan, United States ServisFirst Bank Full time

    Job Title: Teller/CSRThe Teller/Client Services Representative plays a crucial role in enhancing existing relationships and establishing new ones with our clients. This position involves providing exceptional customer service, processing transactions, and promoting the Bank's products and services.Key Responsibilities:Interview clients to obtain necessary...


  • Auburn Hills, Michigan, United States Webster Five Full time

    Job SummaryThe Digital Banking Analyst at Webster Five plays a crucial role in driving the development, implementation, and optimization of digital banking initiatives. This position involves collaborating with various business units to enhance the digital banking experience for customers, ensuring the optimal performance and usability of digital banking...

  • Treasury Analyst

    1 month ago


    Farmington, United States Robert Half Full time

    Job DescriptionJob DescriptionWe are inviting applications for the role of a Treasury Analyst in the manufacturing industry, based in Farmington, Connecticut. This role offers a long-term contract employment opportunity and involves supporting the Treasury Center team along with other teams. As a Treasury Analyst, you will be engaged with intercompany loan...

  • Banker Positions

    6 months ago


    Laguna Hills, United States Poppy Bank Full time

    Job Type Full-time Description Depending on experience, you could be the next Client Service Representative II, III, or Senior level Client Service Representative. Please see below for more details and we look forward to connecting with you! Apply today! Summary: Senior New Accounts/CSR III: The position is required to be knowledgeable and skilled in opening...

  • Fraud Analyst

    16 hours ago


    Hills, United States Hills Bank Full time

    SCHEDULE:Full-time; Monday through Friday (8:00 am-5:00 pm) Average of 40 hours per week. LOCATION: 131 E Main St, Hills, Iowa 52231 BENEFITS: Our employees are our most valuable assets, so we invest in them with a comprehensive and competitive benefits package. Our philosophy of taking care of the customer extends to taking care of our employees so that...

  • Main Bank Cashier

    5 months ago


    Farmington, United States Lady Luck Nemacolin Full time

    Job duties and responsibilities: All cash and cash equivalents in the Main Bank and all aspects of the operation of the chip bank, including keeping the Chip Bank balanced and impressed on a shift basis. Receives and verifies cash, chips, plaques, cash equivalents, gaming vouchers, jackpot payout slips and personal checks received for gaming purposes from...


  • Farmington Hills, United States Experis Full time

    Our client in the IT industry is seeking an IT Service Desk Analyst to join their team. As an IT Service Desk Analyst, you will be part of the Service Desk team supporting James' Team. The ideal candidate will have a strong sense of urgency, organizational and communication skills, and exposure with using TEAMS, Zoom, and conference room audio/video...

  • Business Analyst

    2 weeks ago


    Auburn Hills, United States Saxon Global Full time

    Note: Client is doing an audit/remediation project so they are looking for someone with strong data governance experience, must have Collibra, must have worked in banking industry and strong SQL. Job Description: The Business Analyst will partner with Data Stewards and Information Architects in support of Data Governance and Data Quality Management...

  • Acquisitions Analyst

    2 months ago


    Farmington Hills, United States RHP Properties Full time

    Job DescriptionJob DescriptionJob Description Who is RHP Properties?Headquartered in Farmington Hills, Michigan, RHP Properties (www.rhp.com) is the nation's largest private owner and operator of manufactured home communities. With more than 370 communities throughout 30 states, we continue to expand our footprint to provide accessible and affordable...

  • Trust Analyst

    6 days ago


    Farmington, United States Kelly Full time

    Job DescriptionFor those who want to keep growing, learning, and evolving. We at Kelly® hear you, and we’re here for you! We’re seeking a Trust Analyst to work at a premier Financial Company in Farmington Hills. Sound good? Take a closer look below. You owe it to yourself to consider this great new opportunity.Why you should apply to be Trust...


  • Farmington, Michigan, United States City of Farmington Full time

    Job Title: Senior Programmer AnalystJob Summary:The City of Farmington is seeking a highly skilled Senior Programmer Analyst to join our Information Technology team. As a key member of our team, you will be responsible for providing technical support and assistance to our users, as well as performing a variety of administrative and advanced technical support...


  • Wellesley Hills, United States Needham Bank Full time

    Job Description The Operational Assurance Analyst will assist in executing quality assurance reviews to provide oversight and monitoring of high-risk activities, including but not limited to due diligence for high-risk customers, Bank Secrecy Act/Anti-Money Laundering (BSA/AML), and cannabis banking. The position reports to the Operational Assurance Manager...