Job Details

ID #45436238
State Arizona
City Tempe
Job type Contract
Salary USD Depends on Experience Depends on Experience
Source Veear
Showed 2022-09-04
Date 2022-09-02
Deadline 2022-11-01
Category Accounting/finance
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Portfolio Service Advisor

Arizona, Tempe, 85280 Tempe USA

Vacancy expired!

Job Description:
  • Answer incoming calls/Emails from clients needing help with all their banking needs
  • Learn and help pilot a new chat feature we will be launching in 2022
  • Demonstrate white glove customer service in handling all customer requests for the Startup Banking clientele
  • Problem solve and assist clients with account research
  • Maintain a strong work ethic in a fast-paced environment multi-tasking when necessary
  • Work with internal partners to ensure RMS tickets are completed accurately and submitted in a timely manner
  • Excellent written and verbal communication skills with the ability to convey information effectively and tactfully
  • Partner with Startup Banking sales team ensuring client requests are handled accurately and in a timely manner, escalating appropriately as needed
  • Demonstrate the ability to read/report team metrics pointing out trends and areas of improvement
  • Strong attention to detail
  • Drive service innovation and transformation through automation, self-service capabilities, and channel integration

Vacancy expired!

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