Customer Operations Specialist - Banking

A FINANCIAL TECH. BANKING EMPLOYER LOCATED IN MURRAY, UT IS HIRING FOR A CUSTOMER SUPPORT REP! THEY SPECIALIZE IN FINANCING, BAKING, AND INVESTMENTS!

Low Volume of calls, 12-30 per day with Admin Tasks to complete in between!

Expected Start: ASAP - Targeting April 1st.

Can Interview Week of 3/18 - 1-Step Onsite Interview!

Pay: $19/hr Depending on Experience and how well the 1-step interview goes

Schedule: Mon-Fri 9-6

TYPING TEST SCORE OF 40 WPM REQUIRED

Business casual dress, corporate office environment

Why is the role open:  2 members of the team have gone on to support different departments for existing clients/customers since they have worked closely with them in this role and are familiar and keen to their needs and are dialed in.

Description:

The Customer & Operations Support Representative (COSR) assists customers and strategic partners with their banking needs and strives to deliver the best possible experience. The COSR serves as the first point of contact for customer issues and questions via incoming calls, processes mail requests, resolves concerns, troubleshoots online banking issues, and follows up as necessary. The COSR Team will perform operations support tasks that support all lines of business.

Tasks:

• Provide first call resolution whenever possible utilizing the tools available.

• Respond to incoming customer inquiries via phone and written correspondence such as account balances and interest rates and fees.

• Record customer information for all calls and correspondence in the customer service database.

• Successfully complete regular trainings on compliance, policies, products and services.

• Consistently resolve problems or discrepancies concerning customers' accounts.

• Answer questions regarding account types and banking products, such as CDs, Money Market Accounts, Loans, Credit/Debit Cards, and credit bureau inquiries.

• Troubleshoot online and mobile banking inquiries including browser and operating system issues.

• Actively engage customers in conversations about their financial needs and goals to match them with products or services that may benefit them.

• Resolve credit inquiry disputes, debit card claims, and bill pay claims.

• Actively monitor customer accounts and access using anomaly detection tools.

• Assist customers with replacing lost or stolen credit or debit cards.

• Assist with address changes.

• Assist banking customers who are victims of fraud, theft or identity theft.

Skills:

customer service, microsoft office, Customer service call center, administrative support, administrative customer service, banking, data entry

Additional Skills & Qualifications:

Knowledge, Skills and Abilities:

• Ability to resolve customer issues in accordance with the company's customer service policies and procedures

• Must type 40 WPM

• Must understand principles and processes for providing customer services.

• Must have active listening skills

• Skill in coordinating with others

• Requires strong skills in attention to detail and the ability to thoroughly complete work tasks

• Must have the ability to communicate clearly, both orally and in writing.

• Must be PC proficient and able to thrive in a fast-paced setting.

• Must have experience with Microsoft Excel and Word

Experience Level:

Entry Level

About TEKsystems:

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.