Call Center Representative - Financial Services

Role : Call Center support Location : Salt Lake City, UT 84101 Duration : 12+ Months Job Descriptions What You'll Contribute Responsible for providing quality customer service and accurate information about depositor accounts, programs, policies and processes. Answer inquiries from customer, potential customers, financial and institutions, business partners, internal customers and others. Process telephone requests for account information and application processing and communicate results to the customer. Maintain knowledge of comparable and competitor products. Respond to email and written inquiries. Responsible for the maintenance of existing accounts. Must research, analyze, verify, reconcile and perform appropriate account actions in a timely manner in accordance with established servicing guidelines. Individuals in these positions may be focused on one or more of these activities : Financial Adjustments, Status Adjustments, Account Maintenance and Customer Communications. What You'll Do Customer Service Answers incoming calls Reports Conditions affecting customer satisfaction Performs timely and accurate follow up on account inquiries Provides accurate information on deposit products offered Demonstrates strong problem resolution skills Solid organization and communication skills with a strong attention to detail Escalates reports of exceptional service and complaints Training and Development Completes core corporate training and develop solid knowledge of systems Self-motivation to consistently improve knowledge to advance service capabilities Maintains knowledge of all Retail Servicing policies and procedures Keeps all training documentation organized and remain aware of new information Operates within compliance policies and procedures Processing Account analysis Performs manual research of accounts Records comments clearly Processes and updates deposit applications on system Makes outgoing calls to provide information and clarify questions Ensures updates to the database are complete and accurate Proficient in all systems necessary to provide effective customer service Other Job Functions Other duties as assigned Assist in other business areas as needed Accurately track all work completed Individual / Time Management Meet or exceed department standards for productivity and quality Demonstrate flexibility and team-oriented attitude to support the business (overtime, travel, etc.) Identify system issues and process improvements Experience Required High School Diploma or Equivalent Some banking experience or a customer service background Excellent knowledge of multiple business area processes and procedures Excellent knowledge of applicable department systems Demonstrated ability to manage multiple priorities in a time-sensitive environment Ability to maintain composure and professionalism while troubleshooting and resolving complex customer issues. Familiarity with Microsoft applications with emphasis on Word / Excel Excellent oral / written communication skills Excellent data entry skills Proven ability to consistently meet individual / team / department goals Has developed specialized skills or is multi-skilled through job-related training Takes a broad perspective to problems and identifies new, less obvious solutions Completes work with a limited degree of supervision Proven ability to meet strict attendance guidelines