Bank Customer Service Representative

Collabera
Jacksonville, FL
24 Nov 2024

Vacancy expired!

Position Details:

Industry: Banking and Financial

Job Title: Customer Service Representative

Work Location: Jacksonville, FL,

32246

Duration: 12 months + Extension and permanent placement based on attendance and performance

Training Hours: Must be available for 8 weeks of training scheduled Monday – Friday, 10 am – 6:30 pm

Working Hours: Must be flexible to work various shifts; including Saturdays and Sundays. 40 hours per week. Shifts can be scheduled between the hours of 5:00 am-10:00 pm (8hrs a day shift), Monday – Sunday

Role Overview:

  • As a Wealth Management Client Services Representatives, you will work in an inbound contact center taking approximately 40-60 calls daily, providing exceptional service to our Wealth Management clients regarding their banking and brokerage accounts, credit and debit cards, small business accounts, home loans and/or online banking.

What you’ll do:

  • Effectively educate, promote and guide clients through our online and mobile self-service capabilities at every opportunity.
  • Provide clients with clear, complete, and accurate responses to their questions and inquiries at point of call
  • Manage risk by accurately authenticating clients, fully adhering to policy/procedures, and proactively identifying and escalating potential risks
  • Error-free and timely processing of client requests (i.e. cred card payments, transfers within accounts, setting up online banking access, credit or debit card activation, etc.)
  • Navigate through multiple applications and tools to understand policy/procedures, gain clarity on various products/services and research, and resolve issues with client accounts
  • Display passion, commitment and deliver an experience that improves our customers’ financial lives

Required skills:

  • Must demonstrate the ability to effectively promote and verbally navigate clients through online and mobile self-service options
  • Experience verbally delivering complex information clearly, concisely, and understandable to the client, while quickly establishing rapport and exuding positivity and confidence
  • Must possess the skills to navigate between multiple screens, keep the client fully engaged and manage call time, while quickly and accurately typing relevant notes and processing information in the system
  • Experience effectively de-escalating customer concerns and handling objections

Desired skills:

  • Understanding of terminology for banking and brokerage accounts, cards, small business accounts, home loans, and/or online banking
  • Inbound call center experience

CSR,customer service representative,calls,inbound call,outbound call,call center,call centre
  • ID: #23392247
  • State: Florida Jacksonville 32246 Jacksonville USA
  • City: Jacksonville
  • Salary: $16 - 19 per hour
  • Job type: Contract
  • Showed: 2021-11-24
  • Deadline: 2022-01-22
  • Category: Et cetera