Equipment Finance Customer Service Specialist I jobs in United States
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First Citizens Bank · 1 day ago

Equipment Finance Customer Service Specialist I

First Citizens Bank is seeking an Equipment Finance Customer Service Specialist I to work in a call center environment. The role involves providing administrative and customer service support, handling inquiries, and ensuring operational efficiency within the Equipment Finance Division.

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H1B Sponsor Likelynote

Responsibilities

Inbound Calls - Performs a full range of customer service activities by responding promptly and accurately to customer inquiries via inbound calls and emails. Processes a variety of customer requests within low to medium complexity levels which includes account reconciliation, account updates, document requests, copy of invoices, buyout quotes, web portal troubleshooting, etc
Operations and Administration - Performs duties as assigned to ensure operational efficiency. Complies with all regulations, bank policies, procedures, and delegated authorities to manage risk related to credit, operational, reputational, regulatory, and legal aspects of personal interactions, customer transactions, and financial exposures. Completes required training by established deadlines

Qualification

Customer ServiceCommunication SkillsMicrosoft Office SuiteSalesforce/CRMCall Center ExperienceBanking/Finance ExperienceSales ExperienceRetail Banking ExperienceLarge Financial Institution Experience

Required

High School Diploma or GED and 1 years of experience in Customer Service
Advanced written and verbal communication skills
Business professional call experience and etiquette
Proficient with Microsoft Office Suite; Excel, PowerPoint, Word
Motivated and driven to learn

Preferred

Call Center experience
Banking/Finance industry experience
Salesforce/CRM experience
Sales Experience/skills
Experience in retail banking
Large Financial Institution (LFI) experience

Company

First Citizens Bank

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First Citizens Bank provides banking services, essential business and professional services, wealth management capabilities, and more.

H1B Sponsorship

First Citizens Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (126)
2024 (115)
2023 (249)
2022 (53)
2021 (12)
2020 (9)

Funding

Current Stage
Public Company
Total Funding
$33M
2021-05-07Post Ipo Debt· $10M
2018-08-29Post Ipo Debt· $23M
1986-10-31IPO

Leadership Team

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Craig Nix
Chief Financial Officer
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Greg Smith
Chief Information and Operations Officer
Company data provided by crunchbase