Would you say you have experience providing world class customer service? We have a local Financial company that is in need of someone with your expertise. This is a high volume and fast paced environment where you will be working off of 2 computer screens and will be required to multi-task efficiently. You will follow up with customers via phone, email and fax to retrieve any necessary information.
Responsible for any one or more of the following: handling customer/client/contra calls, opening new accounts, updating existing accounts, customer correspondence, transfer of accounts, wired funds, foreign currency conversion, received/issued checks and stock certificates. Requires previous customer service and data entry experience with a high degree of accuracy. Must be articulate, have a pleasant telephone manner and excellent verbal and written skills. Flexibility is a key aspect of this role and must be equally comfortable with direct client interaction as well as having the ability to network, research and resolve client operational issues. General PC skills required including experience with Word, Excel and Outlook.
The essential functions of this role include:
- working in a smoke free environment
- Customer Service (5 years of experience is preferred)
- credit products (1 year of experience is preferred)
- banking terminology (1 year of experience is preferred)
- Years of experience: 5 years
- Experience level:Experienced
Working hours: 8 AM - 5 PM
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