Financial Planning Specialist

4 weeks ago


Richardson, Texas, United States Goldman Sachs Full time
Job Summary

We are seeking a highly skilled Financial Planning Specialist to join our Consumer Banking Operations team at Goldman Sachs. As a key member of our team, you will be responsible for providing exceptional customer service and resolving complex issues related to consumer banking operations.

Key Responsibilities:

  • Serve as a 2nd level escalation tier for servicing, collections, fraud, onboarding, and back office related complaints via phone and chat
  • Exceed all quality standards and customer expectations of great service
  • Consistently uphold all compliance and regulatory standards in customer dealing
  • Follow up on unfavorable survey responses to understand root cause and remediate/escalate as needed
  • Serve as a customer advocate for non-regulatory complaints
  • Participate in the planning of small to moderate scope projects
  • Assist in tracking and trend analysis of customer complaints to reduce complaints and improve the customer experience
  • Ensure efficiency in case management to exceed Turn Around Time targets for all business units
  • Demonstrate advanced knowledge of multiple areas of consumer banking operations

Requirements:

  • Strong computer efficiency with basic knowledge of Microsoft Office applications

About Goldman Sachs:

At Goldman Sachs, we commit our people, capital, and ideas to help our clients, shareholders, and the communities we serve to grow. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally. We're an equal employment/affirmative action employer and are committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process.



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