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NewtekOne (NASDAQ: NEWT) · 17 hours ago

Digital Banking Client Service Representative - Arizona

United States

Full-time

Remote

Entry Level

$50K/yr - $65K/yr

1+ years exp

NewtekOne, a financial holding company, is looking for a Digital Banking Client Service Representative to enhance customer banking experiences. The role involves assisting customers with banking inquiries, guiding them through account openings, and providing support for online banking services.

Financial Services

Responsibilities

Maintain a strong understanding of bank policies, procedures, and regulatory compliance requirements as well as the bank's products and services to provide accurate and relevant information to prospective and existing customers

Exercise professionalism, confidentiality, and discretion in all customer interactions and while handling sensitive account information

Interact with customers in a friendly and engaging manner by phone, secure message, and chats to address various banking inquiries and provide customer assistance

Guide new customers through account opening and onboarding

Process account applications for review and approval

Address and resolve account-related requests and concerns promptly and effectively

Assist customers with navigation and utilization of our online banking platform and mobile app

Provide troubleshooting and first level online banking support. Escalate online banking issues for further investigation as needed

Listen to customer feedback and complaints to provide solutions and insights for improvement in our services. Contribute ideas and suggestions to enhance customer satisfaction

Embrace change and adapt to new technologies and strategies aimed at elevating the customer experience and streamlining processes

Assist with onboarding and training new team members

Qualification

Banking products knowledgeCustomer service experienceDigital banking knowledgeProblem-solving skillsMulti-tasking abilityCommunication skillsTeam collaborationPositive attitude

Required

Exercise professionalism, confidentiality, and discretion in all customer interactions and while handling sensitive account information

Interact with customers in a friendly and engaging manner by phone, secure message, and chats to address various banking inquiries and provide customer assistance

Guide new customers through account opening and onboarding

Process account applications for review and approval

Address and resolve account-related requests and concerns promptly and effectively

Assist customers with navigation and utilization of our online banking platform and mobile app

Provide troubleshooting and first level online banking support. Escalate online banking issues for further investigation as needed

Listen to customer feedback and complaints to provide solutions and insights for improvement in our services. Contribute ideas and suggestions to enhance customer satisfaction

Embrace change and adapt to new technologies and strategies aimed at elevating the customer experience and streamlining processes

Assist with onboarding and training new team members

Enthusiastic and positive attitude with a desire to help others

Exceptional communication and interpersonal skills

Ability to work collaboratively in a team-oriented environment

Ability to problem-solve and troubleshoot

Ability to multi-task and prioritize to meet time-sensitive deadlines

Willingness to assist in cross-functional projects and initiatives

Ability to learn and use multiple banking software programs