Customer Service Representative
3 weeks ago
Customer Service Representative Banking Operations
Location: Tempe, AZ (9:30 AM - 6:00 PM) or Chicago, IL (7:30 AM - 4:00 PM)
Work Model: Hybrid (3 days on-site, Monday - Thursday)
Employment Type: W2 Employee Only
Are you ready to jumpstart your career in banking operations with a focus on customer service? Were looking for a junior-level Customer Service Representative (1-3 years experience) to join our Investor Services Team. If youre a quick learner with great communication skills and can thrive in a fast-paced environment, wed love to hear from you
Responsibilities:
- Handle inbound and outbound calls efficiently, ensuring high-quality client interactions.
- Log and document all inquiries, issues, and actions in the CRM system.
- Provide clear and accurate transactional support to clients, handling ACH transfers, stop payments, and wire transactions.
- Identify client needs, clarify details, research issues, and offer solutions or alternatives.
- Build strong product knowledge to provide consistent, accurate information.
- Collaborate effectively with team members and also work independently as needed.
Qualifications:
- 1-3 years of experience in a call center, customer support, or similar role in a comparable industry.
- Familiarity with CRM systems and basic banking terminology (e.g., investments, redemptions, ACH, wire transfers).
- Strong communication skills, with a knack for handling challenging calls and actively listening to customers.
- Flexible, adaptable, and comfortable in a fast-paced environment.
- Proficient in multitasking across different applications and systems.
- Strong teamwork and time management skills.
Additional Details:
- Interview: 1 round, 30 minutes
- Flexibility: Hybrid work model with anchor days Monday through Thursday (contractor selects three days)
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