Accountable for analysis, execution and/or ongoing sustainment support for a program initiative within the enterprise strategy and performance goals
Provides support to senior team leader and partners with product(s) and channel(s) teams to drive execution and integrate delivery
Responsible for the day-to-day analysis, research, and resolution of escalated client escalations/inquiries
Functions include problem resolution, research of client care escalations, documentation to meet risk processes, and partnership with various line of business leaders
Responsible for the day-to-day resolution of escalated client complaints, including research & customer outreach
Participates in the design, development and implementation of complex products, systems and services in an operations environment

Excellent customer service skills
Advanced analytical and problem-solving skills
Strong verbal and written communication skills
Ability to effectively juggle multiple high-priority activities concurrently
Build relationships and think critically about people, process and technology opportunities for future improvement
Work in a team/group environment; demonstrate a willingness/desire to share experiences or ideas with others
Work efficiently and at peak performance levels, ultimately leading to better customer satisfaction.
Intermediate Skills – MS Office Suite: Word, Excel and SharePoint
5+ years of experience working in a financial center or financial-based customer service role

Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors
Industry-leading benefits
Access to paid time off

Customer Segment Consultant I – Financial Center Escalations

Key skills