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The Opportunity
Description
We're looking for a
Client Service Representative, working in
Banking/Finance industry in
Chicago, Illinois, United States.
- Manage large amounts of inbound and outbound calls in a timely manner providing quality servicing of client/partner calls through effective communication of call behaviors and accurate information.
- Log all client/partner inquiries received via phone, email or fax with a detailed description of client issue/problem, research or action taken for resolution on the CRM database.
- Maintain system access and knowledge level as it pertains to each program that the representative has been trained on and frequently attend educational seminars to improve knowledge and performance level.
- Provide accurate transactional information to clients to avoid creating any loss situations for the Unit.
- Perform functional transaction processing (ACH Transfers, Stop Payments, wires and general maintenance) accurately and without any monetary errors.
- Identify customer needs, clarify information, research issues and provide solutions and/or alternatives.
- Work effectively as a team member but also independently.
Experience Required for Your Success
- High School Diploma or GED
- Experience in comparable industry and/or call center setting or customer support role is preferred
- Familiarity with CRM systems and practices and banking terminology such as investments, redemptions, ACH’s wire transfers
- Strong phone, verbal and written communication skills required
- Strong active listening and interpersonal skills needed with aptitude to handle irate/challenging callers with minimal assistance
- Highly flexible and adaptable to change; able to adapt to a fast pace environment to different personality types and able to learn quickly
- Multi-tasking skills; self-motivated with ability to set priorities and manage time effectively
- Computer literacy is required with the ability to navigate several different applications/systems simultaneously
- Strong teamwork capabilities
What Do You Think?
Does your experience reflect what it takes to be successful in this role? Do the work and challenges get you excited about what's possible?
Apply Now