Client Service Representative

3 weeks ago

Chicago, United States Synectics Full time

Job Description:

  • We are currently looking for Customer Service Representative within our Banking Operations team to assist in the timely and accurate handling of all account holder related inquires and needs.
  • As a contact center within, the Investor Services Team takes inbound calls from our Retained Asset and Corporate Liquidity clients.
  • 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.
Qualifications :
  • A College or University degree not required
  • Experience Level: Entry - Mid
  • 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.
  • Hours: Tempe [9:30a-6pm] or Chicago [7:30a-4pm ]

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