Account Servicing Specialist II jobs in United States
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First Citizens Bank · 22 hours ago

Account Servicing Specialist II

First Citizens Bank is seeking an Account Servicing Specialist II to provide administrative and customer service support in their Equipment Finance Division. The role involves handling customer inquiries, ensuring operational efficiency, and complying with bank policies to manage risk.

BankingInsuranceLendingPaymentsWealth Management
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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 medium to high complexity levels which includes account reconciliation, account updates, document requests, copy of invoices, buyout quotes, web portal troubleshooting, etc
Operations and Administration - Performs duties and special projects as assigned by Management 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

Microsoft Office SuiteAdvanced communication skillsCall Center experienceBanking/Finance experienceSalesforce/CRM experienceSales experience/skillsRetail banking experienceLarge Financial Institution experienceTechnical skillsBusiness professional etiquetteMotivated to learn

Required

Bachelor's Degree
High School Diploma or GED and 4 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
Strong technical skills

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

C
Craig Nix
Chief Financial Officer
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Samantha Bureau - Johnson
SVP & Director, Customer Contact Center
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Company data provided by crunchbase