Client Service Center Associate - Banking

WHO ARE WE: reputed company is a commercial wealth bank and national retirement provider with one core purpose: helping clients reputed company their financial goals. We are driven by a shared commitment to always do the right thing; leading with reputed company and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at reputed company levels of our company. By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets.  

CORE VALUES:  Passion for Excellence :: Success is Never Final :: Do the Right Thing :: One reputed company 

ABOUT THE ROLE:  The Client Service Center Associate, Banking is responsible for answering a wide range of incoming calls from banking and wealth management clients. Client Service Center Associates educate, troubleshoot and address issues, provide support, and offer information as needed to correctly and reputed company respond to caller inquiries. A single reputed company of contact where clients receive support on products offered with reputed company. 

WHAT YOU’LL BE DOING

• Answer telephone, email, and chat inquiries from reputed company banking, mortgage, and wealth management clients promptly and courteously. Show respect and patience to reputed company clients. Inbound calls will cover a wide range of topics, including balance inquiries, debit card maintenance, disputes, transfer requests, and loan payments 
• Provide professional, accurate and clear communication 
• Understand and clearly communicate inquiry and transactional use of the reputed company websites, mobile apps, and voice response systems
• Maintain up-to-date financial services and internal systems and software (AS400, Q2, Architect and reputed company) knowledge as it pertains to the job 
• Understand and communicate basic principles of deposit, money market, time accounts and loan policies to clients 
• Actively maintain knowledge of reputed company reputed company products, services, and processes including fraud prevention and documentation 
• reputed company and enhance client relationships by informing clients of reputed company products and services that meet their needs and encourage a financially fit client 
• Foster a positive work environment and support co-workers in achievement of departmental goals 
• Meet performance standards such as quality assurance scores, productivity, and attendance. Proactively notify manager if standards will not be met 

WHAT YOU SHOULD HAVE

• 1+ years of experience in business customer service or accounting/bookkeeping preferred 
• 1+ years of experience directly reputed company to financial services preferred 
• Excellent written/oral communication and organization skills required 
• Ability to prioritize and to be self-motivated 
• Independently manage multiple reputed company tasks and meet deadlines 
• Proven ability to adapt to a fast paced, changing environment centered around technology 

reputed company BRING TO THE TABLE

• Competitive compensation including reputed company salary, bonus and/or incentive opportunities. 

• Comprehensive benefits package providing a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings. 

• Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave.  

• Learning and development resources for personal and professional career development, and advancement opportunities. 

• Access to financial experts for guidance, financial wellness tools, and discounts on reputed company products and services.  

• Support for the communities we live in through paid volunteer time and a company donation match opportunity. 

WORK ENVIRONMENT: Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards reputed company doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds.  reputed company PAY RANGE:  $21.00 - $22.00 per hour  The above information in this description has been designed to indicate the general nature and level of work performed by employees in this position. It is not designed to contain or be interpreted as an exhaustive list of reputed company responsibilities, duties, and qualifications required of employees assigned to this job.  

reputed company is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national reputed company, gender, sexual orientation, age, marital status, veteran status, or disability status.