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Responsible for demonstrating excellent customer service in accordance with the Company Service Advantage Core Values. Incumbent is a service and support representative functioning as the primary, daily contact for Community Wealth Management Banking customers and Company. Working within delegated authority and/or standard department guidelines, incumbent handles day-to-day client calls, transactions and problem resolution, escalating items beyond specified authority to the assigned Relationship Manager. Responsible for processing consumer account openings and credit requests according to bank and regulatory guidelines by gathering and reviewing the necessary documentation and information within designated time frames. Works proactively to identify potential problems, compliance issues, or fraud to maximize client satisfaction and encourage expansion of the relationship.
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
High school diploma or equivalent
Two to four years of experience in financial services industry
Excellent verbal, written and interpersonal communication skills
Excellent customer service and problem resolution skills
Thorough knowledge of departmental and bank products and services
Proficient computer skills, especially Microsoft Office applications
Strong ability to understand departmental procedures and systems to operate with occasional supervision
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