Financial Services Representative

4 days ago


Colorado Springs, Colorado, United States Access Data Consulting Corporation Full time
Job Summary

We are seeking a highly skilled Financial Customer Service Representative to join our team at Access Data Consulting Corporation.

This role is responsible for providing exceptional customer support and servicing of online banking products, driving customer retention through excellent customer support and ongoing assistance related to technical inquiries and setup and maintenance of new and existing relationships.

Key Responsibilities
  • Perform designated cash management activities in expected timeframes and according to documented policies and procedures.
  • Assist in preparing, processing and reviewing customer documentation.
  • Complete accurate setup of users in cash management systems.
Requirements
  • Associate's or Bachelor's degree in a relevant discipline preferred.
  • Knowledge of banking products and more specifically cash management related products.
  • Strong organizational and time management skills, with the ability to prioritize and schedule work.
  • Ability to solve problems and identify when to escalate issues.
  • Ability to work independently as well as collaboratively in a team environment.
  • Excellent detail and customer service orientation.
  • Excellent verbal and written communication and interpersonal skills, with the ability to communicate effectively with all levels of management, business customers, and outside parties.
  • Demonstrated skills in Microsoft Office applications (Outlook, Word and Excel).


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