Experienced Customer Service Representative – Commercial Banking Support

🌍 Remote, USA 🎯 Full-time 🕐 Posted Recently

Job Description

At careerzynith, we're dedicated to providing exceptional service to our clients, and we're looking for a talented and customer-focused individual to join our team as a Customer Service Representative. As a key member of our Commercial Banking team, you'll play a vital role in delivering a white-glove experience to our clients, ensuring their needs are met, and exceeding their expectations.

  • *About careerzynith**

careerzynith is a leading financial institution with a rich history of innovation and customer-centricity. For over 70 years, we've been committed to putting our clients first, and our success is a testament to the hard work and dedication of our team members. We're proud to offer a comprehensive benefits package, a collaborative work environment, and opportunities for growth and development.

  • *Job Summary**

As a Customer Service Representative, you'll be responsible for providing exceptional service to our clients, handling service-related matters, and supporting our Commercial Banking teams. You'll be the primary point of contact for clients, responding to their inquiries, and resolving issues in a timely and professional manner. Your excellent communication and problem-solving skills will enable you to build strong relationships with clients, internal teams, and stakeholders.

  • *Key Responsibilities**
  • Assist Commercial Banking teams with service-related matters, including operations, account opening and maintenance, cash management, and loan servicing
  • Take ownership of customer inquiries, resolving issues, and escalating concerns to senior team members as needed
  • Utilize case management tools to prioritize tasks, monitor progress, and meet service level agreements
  • Establish robust partnerships with internal teams, including business, operations, and banking teams, to deliver a seamless experience for clients
  • Review daily reports, temporary overdrafts, and funds transfer requests, including fee modifications and waivers
  • Collect documents and liaise with clients and internal teams for account opening and KYC processes
  • Perform client call backs to authenticate and verify client requests related to client transactions, account maintenance, and loan servicing
  • Coordinate and manage manual wire and internal transfer requests
  • Multitask and assist clients/internal partners via various communication methods (e.g., online application, phone, chat, in-person, email)
  • Utilize problem-solving skills, sound judgment, creativity, and experience to analyze information and resolve tasks and issues
  • Effectively handle communication and response to processing requests, providing instructions, scheduled training, bank projects, voicemails, and emails for both internal partners and external clients
  • Demonstrate a high level of integrity, accountability, and consideration of client and bank reputational risk, following compliance guidelines and company policies
  • *Qualifications**
  • 1-3 years of experience in the financial industry or transferable skills
  • Passion for providing white-glove customer service
  • Desire to be part of a team that strives to improve client experience, actively collaborates to get the job done, and contributes to a harmonious work culture
  • Self-starter with the ability to multitask/prioritize workload to ensure timely, efficient, and accurate execution
  • Bachelor's Degree or transferable experience for the position
  • Excellent interpersonal and communication skills, both written and oral
  • *Skills and Competencies**
  • Excellent communication and problem-solving skills
  • Ability to multitask and prioritize workload
  • Strong analytical and critical thinking skills
  • Proficiency in case management tools and software
  • Ability to work in a fast-paced environment and meet deadlines
  • Strong attention to detail and accuracy
  • Ability to build strong relationships with clients, internal teams, and stakeholders
  • Strong understanding of financial industry regulations and compliance guidelines
  • *Career Growth Opportunities and Learning Benefits**

At careerzynith, we're committed to helping our team members grow and develop their careers. We offer a range of training programs, mentorship opportunities, and career development resources to support your professional growth. Our team members have access to:

  • Comprehensive training programs to enhance skills and knowledge
  • Mentorship opportunities with experienced team members
  • Career development resources, including coaching and feedback
  • Opportunities for advancement and career growth
  • A collaborative work environment that encourages learning and growth
  • *Work Environment and Company Culture**

careerzynith is a dynamic and inclusive work environment that values diversity, equity, and inclusion. We're committed to creating a workplace that's welcoming, respectful, and supportive of all team members. Our company culture is built on:

  • A strong sense of teamwork and collaboration
  • A passion for delivering exceptional customer service
  • A commitment to innovation and continuous improvement
  • A focus on diversity, equity, and inclusion
  • A culture of respect, empathy, and kindness
  • *Compensation, Perks, and Benefits**

careerzynith offers a comprehensive benefits package that includes:

  • Competitive salary range: $65,000 - $75,000 per year
  • Annual bonus opportunities
  • Medical, pharmacy, dental, and vision plans
  • Life and disability insurance
  • Employee wellness program
  • Retirement and savings plans with employer contributions
  • Generous holiday and paid time off schedules
  • Parental leave
  • Tuition reimbursement
  • *How to Apply**

If you're a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity. Please submit your resume and cover letter to [insert contact information]. We can't wait to hear from you!

  • *Equal Employment Opportunity**

careerzynith is an equal employment opportunity employer and welcomes applications from diverse candidates. We're committed to creating a workplace that's inclusive, respectful, and supportive of all team members.

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