Financial Services Representative
5 days ago
At Community Financial System, Inc., we are dedicated to providing our customers with exceptional financial services and products. Our retail division operates across multiple locations, offering a range of services including wealth management, investment management, insurance, and risk management.
We are committed to our employees, providing a supportive work environment that fosters growth and development. Our competitive compensation, good benefits, and professional development opportunities ensure that our employees can enjoy long and successful careers with us.
We celebrate and support a diverse workplace for the benefit of all: our employees, customers, and communities.
Responsibilities:- Answer incoming calls from customers and branches regarding potential fraud-related transactions to customer accounts.
- Contact customers identified with potential unauthorized account activity, determine additional steps needed, and complete Fraud Intake forms.
- Assess all customer access points to ensure there is no other, as yet unidentified, fraud, and determine next steps, including revoking or reissuing credentials or access to systems.
- Document information and details from each call in Synapsis, VISA Risk, and other relevant channels.
- Perform follow-up with customers or branches as needed and requested by Team Lead, Fraud Analysts, or Supervisors.
- Provide general assistance and technical support to customers and branches, adhering to bank policy and maintaining professionalism and exemplary customer service skills.
- Use independent thought and judgment to assist supervisor and fraud team in identifying fraud patterns to reduce fraud.
- High School diploma or equivalent required.
- Two (2) year degree in Business or Finance with emphasis on communications or equivalent related experience preferred.
- All applicants must be 18 years of age or older.
- At least one year of Call Center or customer service experience in a fast-paced environment required.
- Banking experience preferred.
- Working knowledge of CBNA products/services preferred.
Competitive salary, plus potential for annual merit increase, and a range of benefits including 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts, and more.
Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
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