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Customer Service Associate
Union Bank
Brea, CA, United States
Job Details - this job has expired, please see similar jobs below
Reporting to the Supervisor or Manager of the Japanese Customer Service Unit, the Customer Service Associate I (CSA I) for servicing is responsible for high quality telephone service to the Japanese deposit customers of the Bank. The Associate handles service inquiries include banking inquiries, transaction requests, wire processing, online banking support, and reviews and processes client maintenance requests with complete accuracy. The Associate handles incoming mail, fax requests, and address change requests. Requires knowledge of Bank policy, practices, and standards to resolve problems, answer questions, handle transactions, arrange for special requests, and make decisions under assigned authority.
Management or Supervision: No
Major Responsibilities:
Customer Service 75%:
• Actively identifies client needs and ensures requests are fulfilled completely, correctly and within service standards.
• Answers inbound calls and assists clients with their service needs including; balance inquiries, online banking support, transfer requests, check orders, address change requests, card and account activations, claims, and other account maintenance requests.
• Performs wire transfer requests and wire transfer verification.
• Directs the customer conversation in order to identify needs, provide correct answers, and complete requests efficiently which may include problem resolution, handing service complaints, and coordinating with various Bank departments in the identification and resolution of operational issues.
• Ensures follow up within the expected time commitment to customer requests.
• Demonstrates accuracy, excellent follow up skills, accountability, and ownership of each client request.
• Ensures authentication and entitlement is established and all risk controls are followed.
• Documents actions in case/interaction notes.
• Collaborates, establishes, and maintains excellent working relationships with colleagues, sharing best practices to enhance the client experience.
Performs other duties/special projects for the department as required.
Risk Management / Administrative 25%:
• Stays abreast of policy and practices by participating in training, huddles, and reading job related communications. Requires complete understanding and application of principles, concepts, bank practices and standards.
• Consistently meets individual performance standards for attendance, timeliness, quality, efficiency, and schedule adherence.
• Understands and utilize Bank documents and agreements to make decisions and analyze risk in order to accommodate client requests.
• Performs other duties/special projects for the department as required.
Qualifications
Education, Licensure, Year of Experience:
High School diploma or higher
Knowledge, Skills, Abilities:
Bilingual skills required: Japanese and English (Business level Japanese)
• Must be able to work on the 3rd shift with the hours of 2:30 pm - 11:00 pm.
• Bilingual skills required: Japanese and English (verbal and written) and use their interpersonal skills in both English and Japanese.
• 1+ year of demonstrated business experience and knowledge experience with customer service
• Excellent communication skills required
• Able to work independently with maximum efficiency
• Ability to prioritize and organize multiple tasks with excellent follow up
• Flexibility and willingness to work any schedule
• PC knowledge (Microsoft Office Suite)
Schedule may include working a Sunday. Alternating days off (Fri. & Sat. or Sat. & Sun.) every 6 months.
The above statements are intended to describe the general nature and level of the work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.
We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category.
A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it’s the bank’s policy to only inquire into a candidate’s criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.