Client Services Representative
3 weeks ago
*3+ month contract with our large financial services client
We are currently looking for Customer Service Representative within our Banking Operations team. As a Customer Service Representative in Banking Operations, under direct supervision you will assist in the timely and accurate handling of all account holder related inquires and needs. As a contact center with our large client, the Investor Services Team takes inbound calls from Retained Asset and Corporate Liquidity clients.
Major Duties:
• Manage large amounts of inbound and outbound calls in a timely manner providing quality servicing of client/partner calls through effective communication of call behaviors and accurate information.
• Log all client/partner inquiries received via phone, email or fax with a detailed description of client issue/problem, research or action taken for resolution on the CRM database.
• Maintain system access and knowledge level as it pertains to each program that the representative has been trained on and frequently attend educational seminars to improve knowledge and performance level.
• Provide accurate transactional information to clients to avoid creating any loss situations for the Unit.
• Perform functional transaction processing (ACH Transfers, Stop Payments, wires and general maintenance) accurately and without any monetary errors.
• Responsible for identifying customer needs, clarify information, research issues and provide solutions and/or alternatives.
• Works effectively as a team member but also independently.
• Knowledgeable of the core aspects of the job and beginning to develop a basic understanding of the business function.
Experience Level: Entry - Mid
Qualifications:
• A College or University degree not required
• Must have experience in comparable industry and/or call center setting or customer support role is preferred.
• Familiarity with CRM systems and practices and banking terminology such as investments, redemptions, ACH’s wire transfers.
• Strong phone, verbal and written communication skills required.
• Strong active listening and interpersonal skills needed with aptitude to handle irate/challenging callers with minimal assistance.
• Highly flexible and adaptable to change; able to adapt to a fast pace environment to different personality types and able to learn quickly.
• Multi-tasking skills; self-motivated with ability to set priorities and manage time effectively.
• Computer literacy is required with the ability to navigate several different applications/systems simultaneously.
• Strong teamwork capabilities.
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