Banking Customer Service Advisor jobs in United States
cer-icon
Apply on Employer Site
company-logo

Reqroute, Inc · 2 hours ago

Banking Customer Service Advisor

positionUnited States
timeContract
remoteRemote
seniorityEntry Level
money$17.20/hr - $17.20/hr
date1+ years exp

Reqroute, Inc is seeking a Banking Customer Service Advisor to provide support to internal clients at financial branches. The role involves answering inbound calls, educating Financial Advisors on account services, and delivering superior customer service in a fast-paced environment.

Staffing & Recruiting
check
Growth Opportunities

Responsibilities

Must have banking or financial domain experience
Answer inbound calls from our internal clients at the branches
Educate Financial Advisors on account services and capabilities
Perform efficiently in a fast-paced, changing environment, handling a wide variety of tasks
Have superior customer-centric focus, with proven ability to thoroughly resolve customer inquiries

Qualification

Banking domain experienceCommunicationMicrosoft Office SuiteProblem-solving skillsOrganizational skillsAttention to detailAdaptability

Required

Must have banking or financial domain experience
Answer inbound calls from our internal clients at the branches
Educate Financial Advisors on account services and capabilities
Perform efficiently in a fast-paced, changing environment, handling a wide variety of tasks
Have superior customer-centric focus, with proven ability to thoroughly resolve customer inquiries
Excellent communication and organizational skills, attention to detail, and strong follow-up skills
Strong problem-solving skills
Flexible and adaptable to change
Proficient in Microsoft Office Suite
Windows navigation skills
Strong proficiency in spoken and written English
Experience – 1-2 year minimum in call center environment
Excellent Communication skills
Strong organizational skills and attention to detail
Cannot be FINRA registered
Background Checks: Cognizant and UBS, which could take 4-8 weeks to complete
Client Background Verification (BGV) must be fully clear to start, which includes a credit check and fingerprinting
Client allows for certain bad debt/collection amounts (less than $10,000 USD) in the past 7 years
Successful Credit Criteria: Cumulative total from any combination of debt types must be less than $10,000 USD
No criminal hits in the past 7 years
Proof of a high school diploma or GED must be provided

Company

Reqroute, Inc

twitter
company-logo
Reqroute is a Staffing and Recruitment Marketing firm based in the heart of Silicon Valley in California.
location
California, US
people-size201-500 employees
web-link
http://www.reqroute.com/careers/

Funding

Current Stage
Growth Stage

Leadership Team

leader-logo
Terrina Butler
Vice President of Strategy and Client Partnerships
linkedin
Company data provided by crunchbase