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Client Service Rep: Financial Operations

Phoenix, AZ 85040

Posted: 11/16/2023 Employment Type: Contract Job Category: Customer Service Job Number: 581250 Is job remote?: Yes Country: United States

Job Description

Client Service Rep: Financial Services
6-month contract
Location: Phoenix, AZ (Mainly remote but local candidates only)


Must Haves:
  • Bachelor's degree or equivalent experience
  • 1+ years of client support experience in financial services or banking
  • MS Office (proficient)
  • Knowledge of deposit operations

Job Description:
A Client Service Advisor I (CSA I) is an integral part of a production team responsible for supporting internal business partners in fulfilling client requests. A CSA I works alongside a large team across multiple regions and through an array of different systems. Global Fulfillment is a highly adaptable and resilient team in a changing work environment, is collaborative, and open to new ideas and fluid workflows.

  • Delivering an excellent client experience by providing a timely and accurate servicing of client records for the commercial bank.
  • Supporting client financial needs through proper maintenance of deposit accounts and online banking services.
  • Providing accurate and clear operational guidance to clients and internal business partners consistent with regulatory requirements, bank policy, and department procedures
  • Processing approximately 200-300 client requests per month while maintaining an accuracy rate of 98% or higher
  • Adherence to tight service level agreements on client requests
  • Ability to research simple to moderately complex requests and communicate to business partners a timely resolution of client inquiries
  • Flexibility with hours of support and coverage
  • May support tasks related to regulatory monitoring of accounts as needed
  • Ability to learn products, services, and procedures quickly and accurately
  • Highly motivated self-starter with a strong work ethic and intense focus on delivering results
  • Detailed-oriented with a keen eye for accurate quality of work
  • Strong ability to multi-task, handle high volumes via multiple work queues, and effectively manage time to meet deliverables
  • Excellent written and verbal communication skills
  • Resourceful in researching inquiries and providing solutions in simple to moderately complex scenarios
  • Bachelor’s degree or equivalent work experience
  • Prefer 1-2 years of experience in the financial industry, knowledge of deposit operations is a plus
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