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Customer Service Specialist

3 months ago


San Francisco, United States Addison Group Full time

Digital Banking Specialist Location: San Francisco, CA (onsite) Pay: $90-100k, depending on experience The Digital Banking Specialist is responsible for assisting clients with their digital banking needs and ensuring a seamless experience across various digital platforms. This role involves explaining banking services, processing agreements, providing technical support, and educating clients on digital banking products. The specialist will also work to enhance the digital banking experience by identifying improvement opportunities and providing feedback to management. Key Responsibilities Assess Client Needs: Determine clients’ digital banking needs by understanding their preferences and requirements. Explain various banking services and process agreements related to digital banking services. Assist with Digital Platforms: Guide clients in navigating digital platforms, including online banking, mobile banking, and digital payment services. Provide step-by-step instructions and support as needed. Educate Clients: Inform clients about the features and functionalities of digital banking products and services, ensuring they are aware of how to utilize these tools effectively. Troubleshoot and Resolve Issues: Address and resolve client inquiries, technical issues, and account-related concerns via phone, email, or chat. Provide timely and accurate solutions to enhance the client experience. Identify Improvement Opportunities: Proactively identify areas for enhancing clients' digital banking experiences. Provide constructive feedback to management on potential improvements and innovations. Qualifications Education: Bachelor’s degree in Business, Finance, Information Technology, or a related field preferred Experience: Minimum of 5 years of experience in customer service, digital banking, or a related role. Experience with digital banking platforms and troubleshooting technical issues is highly desirable. Skills: Strong understanding of digital banking services and technologies. Excellent communication skills, both written and verbal, with the ability to explain complex concepts in a clear and concise manner. Proficiency in troubleshooting technical issues and resolving client concerns. Ability to work collaboratively with clients and internal teams. Strong problem-solving skills and attention to detail. Experience with digital platforms and tools, including online banking, mobile apps, and payment systems. Technical Proficiency: Familiarity with digital banking systems and software. Proficiency with office software (e.g., Microsoft Office) and customer service tools. Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request. #J-18808-Ljbffr