Remote Support Services Specialist

Job Description

REQUIREMENTS

• Associate’s Degree or equivalent experience in a related field
• 2+ years of relevant experience in the financial industry
• Heavy Call Center experience OR experience working within a Bank or Credit Union in a customer service role (Bank Teller, etc.)
• Working knowledge of computer hardware and software systems, and diagnostic utilities
• Expert communication and documentation skills, both verbal as well as written
• Strong technical training skills and detail oriented
• Exceptional interpersonal and client engagement skills
• Proven analytical, strong attention to detail and problem-solving skills
• Ability to prioritize work to meet deadlines
• Flexibility to work varied schedules, including evenings, weekends, and holidays as required.

RESPONSIBILITIES

• Efficiently answer inbound calls, secure messages and other communications from digital bank clients.
• Accurately manage communication for new digital bank customers related to new account onboarding.
• Solve problems and answer questions; listen to and anticipate clients’ needs in order to completely and accurately resolve their issue on first contact, reporting problems in systems and identifying client impacting situations proactively.
• Utilize numerous programs and systems to investigate, troubleshoot and resolve client tickets and inquiries.
• Actively participate in testing of bank environments, validation of data and use of systems to adequately verify new code and enhancements are fully vetted.
• Monitor Digital Bank applications and decision based on structured account onboarding procedures while adhering to respective regulations and policies.
• Complete all transactions with accuracy and within guidelines, policies or procedures, exercising discretion and independent judgement.
• Develop oneself professionally by participating in training, engaging in self improvement initiatives and skill-building activities to enhance product knowledge, systems knowledge, sales and client relations skills. Actively participate in coaching and feedback sessions by setting goals and achieving results.
• Proactively take advantage of opportunities to become more involved with job training on processes or procedures through daily job functions.
• Perform all other related duties as required or assigned.

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