Account Services Associate Specialist

2 months ago


Canton, United States TalentBurst Full time

Account Services Associate Specialist Canton, MA - must be onsite 5 days a week 7+ Month Onsite Job Summary: Provides administrative processes support for routine "back office" tasks such as client support processing, researching customer deposit and loan-related questions/problems, and performing miscellaneous customer and account maintenance as defined by client specific procedures. Routine decision-making is tightly defined, with greater latitude at higher job levels, all the while focused on efficient processing of high-volume transaction-oriented assignments. Additional Skills: Highly-skilled with extensive proficiency. Plays a lead role in customer escalations. Questions and issues often deviate from standard scripts and procedures. Handles situations which require adaptation of response or extensive research. Manages and escalates problem tickets in the problem ticket system. Leads conference calls with clients, formulating meeting agenda and following up on issues or questions arising from the meeting. Identifies and recommends changes to procedures. Completes service level reporting. May assist in scheduling, delegating duties to team members, including time tracking administration. Works on assignments that are moderately difficult, requiring judgment in resolving issues or making recommendations. Requires advanced problem solving. Coaches and shares information with Account Services Specialists with less experience and/or expertise. Works under general supervision with latitude for independent judgment. Typically requires four or more years of experience in a call center or customer service-related position in a service industry with at least one year in a senior level position. One or more years of financial services experience is preferable. General Duties & Responsibilities: Performs tasks to ensure compliance with work group and client-specific procedures to further guarantee adherence to service level agreements. Performs customer and account maintenance per reports, client workflow solution, postal mail, or by direct instruction from immediate supervisor. Directs all work requests from sources outside the department to immediate supervisor for consideration and approval. Answers incoming telephone calls and direct calls to appropriate resource for resolution. Escalates unresolved issues according to the work group's escalation guidelines. Works with appropriate system and vendor reports to ensure timely and accurate processing of all regulatory and non-regulatory issues. Assists in tracking, compiling, and completing reports as assigned. Makes recommendations to the department supervisor on any matter affecting productivity, efficiency, service or problem resolution. May mentor and guide more junior Account Services Specialists and/or proactively assist in production issues and questions. Maintains up-to-date procedure manuals and writes drafts for changes to procedures. May research and resolve internal and external customer-submitted and client-submitted account questions or problems outside normal daily procedures. Performs other related duties as assigned. Educational requirements: A high school diploma or GED is required for this role. General Knowledge, Skills & Abilities: Knowledge of banking principles, operations and processes Strong PC skills with basic knowledge of Microsoft Office applications Detail-oriented and customer-driven, focusing on providing the highest quality products and services to *** internal and external clients Excellent data entry skill Excellent customer service skills that build high levels of customer satisfaction for internal and external clients Excellent verbal and written communication skills Effective analytical, problem-solving, team, and time management skills Ability to work independently on problem tickets within the client problem ticket solution Ability to maintain confidentiality and carry out assignments that are sensitive in nature Ability to work both independently and in a team environment



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