Portfolio Service Advisor - Remote
- Location: United States of America
- Job Type:Contract
Posted about 1 month ago
- Expiry Date: 30 June 2022
- Referral: 209241@accuick.com
JOB DESCRIPTION:
Qualifications:
This is remote however, we are looking to interview from Phoenix and/or Salt Lake City, Utah Qualifications Skills and Requirements:
1+ years of experience in banking/financial services industry.
BS/BA Degree preferred.
Call center experience preferred.
Knowledge of regulatory requirements that impact financial services.
Proficient in MS Office software.
Responsibilities:
They will assist with a variety of client requests including but not limited to; online banking navigation, wires, transactions detail, DDA, MMA, CMMA account maintenance, adding additional accounts, credit and debit card, bill pay, mobile deposit, and PPP loans.
This position will:
Answer incoming calls/Emails from clients needing help with all their banking needs • Learn and help pilot a new chat feature we will be launching in 2022.
Demonstrate white glove customer service in handling al customer requests for the Startup Banking clientele.
Problem solve and assist clients with account research • Maintain a strong work ethic in a fast-paced environment multi-tasking when necessary.
Work with internal partners to ensure RMS tickets are completed accurately and submitted in a timely manner.
Excellent written and verbal communication skills with the ability to convey information effectively and tactfully.
Partner with Startup Banking sales team ensuring client requests are handled accurately and in a timely manner, escalating appropriately as needed.
Demonstrate the ability to read/report team metrics pointing out trends and areas of improvement.
Strong attention to detail.
Drive service innovation and transformation through automation, self-service capabilities, and channel integration
SKILLS REQUIRED:
Microsoft office and database products
Client Support
Customer support/Technical Support
Banking Experience
Call center Experience
About ASK: ASK Consulting is an award-winning technology and professional services recruiting firm servicing Fortune 500 organizations nationally. With 5 nationwide offices, two global delivery centers, and employees in 42 states-ASK Consulting connects people with amazing opportunities.
ASK Consulting is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all associates.