Current jobs related to Contact Center Account Specialist - Exton - Citadel Federal Credit Union
-
Contact Center Tier 2 Agent
3 days ago
Exton, United States J.W. Pepper Full timeCompany Overview: Join our dynamic team and be a part of a company that values exceptional customer service and innovation. J.W. Pepper is the world's largest sheet music retailer and supports directors, composers, and musicians all over the globe. Founded in 1876, J.W. Pepper has fostered tremendous market presence, customer loyalty, and brand awareness...
-
Contact Center Tier 2 Agent
3 days ago
Exton, United States J.W. Pepper Full timeCompany Overview: Join our dynamic team and be a part of a company that values exceptional customer service and innovation. J.W. Pepper is the world's largest sheet music retailer and supports directors, composers, and musicians all over the globe. Founded in 1876, J.W. Pepper has fostered tremendous market presence, customer loyalty, and brand awareness...
-
Accounts Receivable Specialist
2 weeks ago
Exton, Pennsylvania, United States PeopleShare Full timeAccounts Receivable Specialist Job DescriptionPeopleShare is seeking an experienced Accounts Receivable Specialist to join our team with a leading, family-run business in Exton, PA.Key Responsibilities:Process daily invoices and depositsReview aging reports and contact customers with past due balancesProvide customer service regarding payment issues,...
-
Customer Support Account Executive
3 weeks ago
Exton, Pennsylvania, United States Citadel Full timePosition OverviewThe Customer Engagement Specialist plays a crucial role in providing outstanding service to both existing and potential clients through various communication channels, including phone, email, and chat. This role involves promoting and selling Citadel's diverse range of products and services.Key ResponsibilitiesThe incumbent will assist...
-
Client Relations Account Representative
4 weeks ago
Exton, Pennsylvania, United States Citadel Full timePosition OverviewThe Customer Account Support Specialist plays a vital role in delivering outstanding service to both existing and potential clients through various communication channels, including phone, email, and chat. This position emphasizes the promotion and sale of Citadel's diverse range of products and services.Key ResponsibilitiesThe incumbent...
-
Accounts Receivable Specialist
4 weeks ago
Exton, Pennsylvania, United States PeopleShare Full timePeopleShare is looking for a Credit and Collections SpecialistBenefits Offered:Paid time off, sick leave, and personal days9 observed holidaysPotential for performance bonuses401k plan with employer contributionHealth and vision insuranceComplimentary lunch on the first Friday of each monthPosition Overview:Work Schedule: Monday to Friday, 8:00 AM - 5:00...
-
Accounts Receivable Specialist
3 weeks ago
Exton, Pennsylvania, United States PeopleShare Full timePeopleShare is looking for a Credit and Collections SpecialistBenefits Offered:Paid time off, sick leave, and personal days9 paid holidaysPotential for performance bonuses401k plan with employer matchingHealth and vision insuranceComplimentary lunch on the first Friday of each monthJob Details:Work Schedule: Monday to Friday, 8:00 AM - 5:00 PMSalary Range:...
-
Accounts Receivable Specialist
3 weeks ago
Exton, Pennsylvania, United States PeopleShare Full timePeopleShare is looking for a Credit and Collections SpecialistBenefits Offered:Paid time off, sick leave, and personal daysNine paid holidaysPotential for bonuses401k plan with company contributionHealth and vision insuranceComplimentary lunch on the first Friday of each monthJob Details:Schedule: Monday to Friday, 8:00 AM - 5:00 PMSalary: $60,000 - $70,000...
-
Customer Engagement Specialist
4 weeks ago
Exton, Pennsylvania, United States Citadel Full timePosition OverviewThe Customer Engagement Specialist plays a crucial role in providing outstanding service to clients and potential clients through various communication channels, including phone, email, and chat. This role involves promoting and selling Citadel's diverse range of products and services.Key ResponsibilitiesThe incumbent will assist customers...
-
Accounts Receivable Specialist
4 weeks ago
Exton, Pennsylvania, United States PeopleShare Full timePeopleShare is looking for a Credit and Collections SpecialistBenefits Offered:Paid time off, sick leave, and personal days9 paid holidaysPotential for bonuses401k plan with company contributionHealth and vision insuranceComplimentary lunch on the first Friday of each monthPosition Overview:Schedule: Monday to Friday, 8:00 AM - 5:00 PMSalary: $60,000 -...
-
Credit and Accounts Receivable Specialist
3 weeks ago
Exton, Pennsylvania, United States PeopleShare Inc Full timeJob SummaryPeopleShare Inc is seeking a highly skilled Credit and Accounts Receivable Specialist to join our team. As a key member of our finance department, you will be responsible for the collection of receivable dollars from existing customer base, resolution of customer billing issues, reduction of accounts receivable delinquencies, and all other aspects...
-
Accounts Receivable Specialist
4 weeks ago
Exton, Pennsylvania, United States PeopleShare Full timePeopleShare is looking for a Credit and Collections SpecialistBenefits Offered:Paid time off, sick leave, and personal days9 paid holidays throughout the yearPotential to earn performance bonuses401k plan with employer matchingHealth and vision insuranceComplimentary lunch on the first Friday of each monthPosition Overview:Work Schedule: Monday to Friday,...
-
Accounts Receivable Specialist
3 weeks ago
Exton, Pennsylvania, United States PeopleShare Full timePeopleShare is looking for a Credit and Collections SpecialistBenefits Offered:Paid time off, sick leave, and personal daysNine paid holidaysPotential for performance bonuses401k plan with employer matchingHealth and vision insuranceComplimentary lunch on the first Friday of each monthPosition Overview:Work Schedule: Monday to Friday, 8:00 AM - 5:00 PMSalary...
-
Credit and Accounts Receivable Specialist
4 weeks ago
Exton, Pennsylvania, United States PeopleShare Full timeJob SummaryWe are seeking a highly skilled Credit and Collections Specialist to join our team at PeopleShare. As a key member of our financial operations team, you will be responsible for managing the collection of receivable dollars from our existing customer base, resolving customer billing issues, and reducing accounts receivable delinquencies.Key...
-
Accounts Payable Associate
3 weeks ago
exton, United States Proclinical Staffing Full timeAccounts Payable Associate - Contract - Exton, PA and Lexington, MAProclinical is working closely with a pharmaceutical company who is seeking an Accounts Payable Associate to join their team. Primary Responsibilities:The successful candidate will play a crucial part in ensuring the timely and accurate processing of vendor invoices. This position focuses on...
-
Accounts Payable Associate
3 weeks ago
Exton, United States Proclinical Staffing Full timeAccounts Payable Associate - Contract - Exton, PA and Lexington, MAProclinical is working closely with a pharmaceutical company who is seeking an Accounts Payable Associate to join their team. Primary Responsibilities:The successful candidate will play a crucial part in ensuring the timely and accurate processing of vendor invoices. This position focuses on...
-
Accounts Payable Associate
3 weeks ago
exton, United States Proclinical Staffing Full timeAccounts Payable Associate - Contract - Exton, PA and Lexington, MAProclinical is working closely with a pharmaceutical company who is seeking an Accounts Payable Associate to join their team. Primary Responsibilities:The successful candidate will play a crucial part in ensuring the timely and accurate processing of vendor invoices. This position focuses on...
-
Accounts Payable Associate
3 weeks ago
Exton, United States Proclinical Staffing Full timeAccounts Payable Associate - Contract - Exton, PA and Lexington, MAProclinical is working closely with a pharmaceutical company who is seeking an Accounts Payable Associate to join their team. Primary Responsibilities:The successful candidate will play a crucial part in ensuring the timely and accurate processing of vendor invoices. This position focuses on...
-
Credit and Accounts Receivable Specialist
3 weeks ago
Exton, Pennsylvania, United States PeopleShare Full timeJob SummaryWe are seeking a highly skilled Credit and Collections Specialist to join our team at PeopleShare. As a key member of our financial operations team, you will be responsible for managing the collection of receivable dollars from our existing customer base, resolving customer billing issues, and reducing accounts receivable delinquencies.Key...
-
Junior Account and Customer Support Specialist
4 weeks ago
Exton, Pennsylvania, United States Opulent Solutions Group Llc Full timeJob OverviewPosition: Junior Account and Customer Support SpecialistLocation: ChesterbrookSchedule: Flexible, Tuesday to SaturdayCompensation: $700-$1000 per weekAbout UsAt Opulent Solutions Group, we are a vibrant organization experiencing national growth and are in search of motivated individuals to join our team as Junior Account and Customer Support...
Contact Center Account Specialist
4 months ago
**Function**
Through quality interactions that exceed customer expectations and are rooted in Citadel’s guiding principles, the incumbent will establish a solid foundation of trust with each customer thereby positioning Citadel as the best choice for all their banking needs.
If you are hired, you will need to come to new employee orientation at our Citadel Corporate Headquarters in Exton, Pennsylvania for up to a week. This position will be a remote position where you can train and work from home. Your training will be remotely for upwards to 60 days. On occasion, you will need to be able to come to the Corporate Headquarters in Exton for team meetings or face-to-face coaching.** **Interested applicants must reside within the Greater Philadelphia local area**
Contact Center Account Specialist is responsible for responding to routine and complex customer inquiries regarding the products and services as well as carrying out the duties and responsibilities listed below.
**Duties and Responsibilities**
- Respond to all inbound phone and/or multimedia inquiries while meeting established metrics and upholding the Contact Center service level agreements.
- Utilize the provided matrix to properly authenticate each caller prior to releasing any confidential account information. Always maintain confidentiality of customers’ financial information.
- Maintain advanced knowledge level of Citadel’s product lines in order to effectively recommend appropriate products and troubleshoot service issues.
- Discover customer needs through conversations, questions and a review of accounts while promoting and cross-selling products and services.
- Provide technical support and troubleshoot Citadel’s digital products, such as online banking, mobile app, and bill pay.
- Generate qualified referrals to other departments for assistance with investments, business loans, and insurance requests to ensure the best customer experience possible.
- Increase and promote loan volume by cross-selling loan products to existing and prospective customers. Responsible for originating all loan types offered by Citadel to meet annual loan goal.
- Accurately complete customer transactions while maintaining confidentiality.
- Utilize strong listening, communication and problem-solving skills while diplomatically handling and/or resolving customer issues.
- Comply with all Contact Center policies, processes and procedures.
- Meet and comply with all requirements set forth in the SAFE Act including but not limited to successful completion of the required background checks and obtaining a unique identifier from the NMLS.
- Remain compliant with the Bank Secrecy Act by completing annual BSA training.
- Perform other duties as assigned.
**Required Work Experience - Two - Five years of proven sales ability in a goal-oriented environment such as retail, banking, sales, or customer service industry experience**
Preferred Work Experience - Contact Center experience
Required Education - High school diploma or equivalency required.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)