Customer Service Representative
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Job Location:
New York City, NY - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
- Takes full ownership of customer inquiries to help support the retention and further growth of our firm by supporting Commercial Banking teams including consumer and business clients as needed with the daily processing of customer information and requests.
- Effectively manages and utilizes case management tools (including dashboards) to prioritize tasks monitor progress to meet service level agreements.
- Establishes robust partnerships and open communication with the business operations and internal banking teams to effectively liaise manage workload and help provide a white glove experience for our internal and external clients.
- Assists in the review of daily reports temporary overdrafts and funds transfer requests outgoing wire and internal including fee modifications and waivers.
- Responsible for collection of documents and liaise with clients and internal teams for the account opening process and associated tasks related to KYC.
- Performs client call backs to authenticate and verify client requests related to client transactions account maintenance and loan servicing.
- Effectively handles the timing of communication and response to processing requests providing instructions scheduled training bank projects voicemails and emails for both internal partners and external clients to help contribute to our high-touch brand.
- Independently manage work assignments with integrity and accountability ensuring all tasks are executed with a strong consideration for client needs and the banks reputational risk. This includes diligently following compliance guidelines and company policies with exceptional attention to detail.
- Actively collaborate with internal teams to participate in and lead initiatives focused on enhancing client experience ensuring data integrity optimizing workflows and improving case management processes.
- Participates and collaborates in banking projects as needed.
Qualifications :
- 3 years of experience in financial industry or transferrable skills
- Knowledge of BSA AML KYC and other regulatory requirements related to financial transactions is highly desirable.
- Passion for providing white glove customer service. Excellent customer service and communication skills.
- Strong attention to detail accuracy and ability to recognize potential fraud or suspicious activity.
- Ability to work effectively in a fast-paced environment while maintaining compliance with all applicable banking laws and regulations.
- Desire to be part of a team that strives to improve in how we process deliver and service our clients actively collaborates to get the job done and contributes to a work culture that is harmonious.
- Self-starter with the ability to multi-task/prioritize workload to ensure timely efficient and accurate execution.
- Associate Degree/Bachelor Degree or transferrable experience for position.
- Excellent interpersonal and communications skills both written and oral.
- Proven ability to effectively multi-task and assist clients/internal partners through various methods of communication. (e.g. online application phone chat in-person email etc.)
- Utilizes problem-solving skills sound judgement creativity and experience to analyze information to successfully resolve tasks and issues.
Technology Skills:
- Strong technical skills including MS Office: Excel Word and PowerPoint
- Prior experience with Salesforce and Core Banking systems is beneficial but not required. Other CRM experience is a plus.
- Jack Henry/SilverLake FiServ banking application experience or similar systems is a plus but not required.
Please note that this role requires on-site presence while the Bank has a hybrid schedule it is dependent on the position the hiring manager and business needs. Some roles are required to be 5 days in the office.
Additional Information :
Disclaimer
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time as needed.
All your information will be kept confidential according to EEO guidelines.
Due to COVID-19 we are now operating on a hybrid schedule. We value the safety of our employees because were all in this together.
NO AGENCIES PLEASE.
IDB BANK INCLUDING ITS SUBSIDIARIES AND DIVISIONS PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE COLOR RELIGION SEX SEXUAL ORIENTATION NATIONAL ORIGIN AGE DISABILITY GENETIC STATUS CITIZENSHIP STATUS MARITAL STATUS MILITARY OR VETERAN STATUS CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.
Remote Work :
No
Employment Type :
Full-time
Key Skills
- Typing
- Data Entry
- Customer Service
- Basic Math
- Computer Skills
- Windows
- Banking
- Upselling
- Pricing
- Sanitation
- Cash Handling
- Stocking
About Company
For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we’ve enjoyed fundamentally comes down to our people. Here at IDB, you’ll work side by side with some of the most talented professionals in the in ... View more
