Equipment Finance Group Customer Experience Specialist jobs in United States
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First Commonwealth Bank · 2 weeks ago

Equipment Finance Group Customer Experience Specialist

First Commonwealth Bank is seeking a Customer Experience Specialist (CES) to act as a liaison and provide service information to customers. The role involves managing customer interactions, resolving issues, and ensuring satisfaction through effective communication and support.

Banking

Responsibilities

Ensures Service Level Agreements and individual metrics are met
Calculates and deliver contract payoff quotes
Assists customers with online portal enrollment and questions
Oversees the Customer Service and Insurance mailboxes with timely and professional responses
Handles sales and property tax disputes with third party providers
Handles insurance questions, incoming certificates and disputes with third party provider
If applicable, completes daily check log for incoming client payments
Processes client payments over the phone
Provides documentation (i.e. dually-signed lease/loan documents, Bill of Sale, amortization schedules) upon request
Acknowledges and escalate customer complaints timely
Exercises “Know Your Customer” (KYC) validation process
Maintains and updates customer records
Strives to provide extraordinary client service by exercising the Perfect Customer Experience (PCE)
Takes ownership of customer problems and follows through until resolution is achieved
Other ad hoc projects as applicable

Qualification

Customer serviceAnalytical skillsProblem solvingMicrosoft OfficeInterpersonal relationsVerbal communicationWritten communicationAttention to detail

Required

Solid attention to detail, effective problem solving and analytical skills, with ability to handle and prioritize multiple tasks
Proficient with Microsoft Office products, solid verbal and written communication skills, and interpersonal relations

Preferred

A Bachelor's degree in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience
May be eligible for Telecommuting

Company

First Commonwealth Bank

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We know why we’re here: to put you first. We do it by building long-term relationships with our customers and our employees.

Funding

Current Stage
Public Company
Total Funding
unknown
1992-06-10IPO

Leadership Team

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Brook McGinnis
SVP / Senior Product Group Manager - Digital Banking and Payments
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Linda Metzmaier
SVP, Chief Compliance Officer
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