Key skills
CRMCommunicationAccount Management
About this role
Role Overview
- Support customers and ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment
- Interact with customer service team and perform moderately complex customer support tasks
- Manage risk by following all policies and procedures and staying abreast of changes to them
- Advocate for digital services such as online delivery of statements and other documents, eSign paperwork, and any other digital opportunities, as needed
- Receive direction from customer service supervisor and escalate non-routine questions
- Responsible for assisting different operations groups with resolving issues, contacting the customer to obtain information, and notifying the customer of a processing issue through variety of channels.
- Ensure all email communications meet the bank’s compliance, security, and quality standards.
- Serve as the primary point of contact for assigned business clients, offering personalized service and tailored banking solutions.
- Assist clients with account management, international transactions, corporate banking services, and policy clarifications.
Requirements
- 2+ years of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Must have completed at least two (2) years of college education, required.
- Proven experience in email-based customer service, outbound support, or business client management within an international bank or financial institution.
- Excellent written communication skills, with the ability to convey complex banking information clearly and professionally.
- Preferably with experience and understanding on CSAT / NPS
- Strong understanding of banking products and services, including corporate accounts, international wire transfers, and business banking solutions.
- Proficiency in CRM software, email management tools, and ticketing systems is an advantage.
- Proficient in MS Office applications
Benefits
- Must be willing to take calls from clients, this is a voice support
- Must be able to attend full duration of required training period
- Ability to work additional hours as needed
- Must work on-site at the location posted