Customer Service Representative

• Service clients with brokerage accounts via telephone
• Act as a front-line problem solver to address client concerns
• Support customers regarding financial products and services through various channels
• Interact with customer service team and perform moderately complex customer support tasks
• Manage risk by following all policies and procedures
• Advocate for digital services such as online delivery of statements and eSign paperwork
• Receive direction from customer service supervisor and escalate non-routine questions

• 2+ years of Customer Service, Financial Services or Contact Center experience
• Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues
• Ability to execute in a fast paced, high demand, metric driven call center environment
• Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism
• Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information
• Knowledge, understanding and experience of internet, mobile, and social media technology
• Industry experience in financial, mortgage, administrative, collections, or reporting areas
• Strong knowledge and understanding of bank policies, procedures, and systems

• Military experience resolving complex issues via written or verbal communication
• Knowledge and understanding of bank policies, procedures, and systems

Shift differential eligibility under terms of shift differential policy