CONFLUX SYSTEMS ยท 2 days ago
Customer Service Retail Banking Representative
CONFLUX SYSTEMS is seeking a Customer Service Representative to enhance their clients' banking experience. This role involves being the primary interface for commercial clients, providing tailored service and accurate information across various channels.
ConsultingInformation Technology
Responsibilities
Serve as the primary point of contact for commercial banking clients, delivering prompt and professional service via phone, email, and in-person interactions while ensuring a pleasant customer experience
Handle inquiries related to various aspects of commercial accounts, including transactions, treasury services, loans, and other banking products while providing insightful support
Utilize internal systems effectively to access client information, process service requests, and document issue resolutions in a timely and organized manner
Collaborate closely with Relationship Managers, Treasury, and Operations teams to ensure that client needs are met accurately and efficiently, maintaining open lines of communication throughout the process
Educate clients on banking products and digital solutions tailored to their business needs, guiding them to make informed decisions
Qualification
Required
A high school diploma or equivalent is required; an Associate or Bachelor's degree in Business, Finance, or a related field is preferred
Minimum of 2 years of experience in a customer service role within the commercial banking or financial services sector, demonstrating your capability to excel in this role
Strong knowledge of commercial banking products, services, and industry terminology, enabling you to assist clients effectively
Exceptional communication skills, capable of engaging with both business clients and internal stakeholders to foster strong relationships and resolve issues
Comfort with banking software platforms, CRM tools, and proficiency in Microsoft Office Suite, ensuring smooth operation in a tech-driven environment
Strong focus on accuracy, attention to detail, and effective time management skills necessary to thrive under pressure
Ability to adapt to changing work priorities, systems, and procedures while maintaining a positive approach to evolving business needs
Ensure compliance with banking regulations, internal policies, and quality control standards, fostering the bank's integrity and trust
Preferred
Prior experience working with commercial deposit and loan accounts, demonstrating your familiarity with banking operations
Understanding of treasury services such as ACH, wire transfers, remote deposit capture, as well as fraud prevention tools, is highly beneficial
Bilingual communication skills will be advantageous in serving a diverse range of clients and enhancing client interactions
Company
CONFLUX SYSTEMS
Conflux Systems, Inc. is a business consulting firm specializing in software development and business intelligence.
H1B Sponsorship
CONFLUX SYSTEMS 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 (99)
2024 (92)
2023 (147)
2022 (174)
2021 (127)
2020 (107)
Funding
Current Stage
Growth StageCompany data provided by crunchbase