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Jobs or company...

Banking Client Services Representative in San Francisco, CA 941111 (Onsite & Full Time-Permanent)

Salary undisclosed

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Job Description

Job Description

Hello,

Hope you are doing well.

InfiCare has been providing contingent and direct hiring staffing services across the United States since 2001. We are based outside of Washington D.C. and our diverse client base is comprised of Fortune 500 companies all the way to niche enterprises.

We are currently hiring a Banking Client Services Representative in San Francisco, CA for one of our clients - please find a complete description of the role and requirements below. If you are interested, please feel free to reply to [email protected] or give me a call at (703) 652-5687.

Job Description:

Job Title: Client Services Representative - Banking

Location: San Francisco, CA 94111

Duration: Full Time/ Permanent

Summary:

Roles will be focused on a very high level of Customer Support by helping in creation of account, migrating data from one platform to another, facilitate collection of documentations, triaging and back-office coordination in a well-known bank.

Experience:

5+ years of experience as a Junior Banker/Relationship Specialist or a thorough Call Center Professional having interacted and catered to high-net-worth clients\

Functional Skills:

Online Client service representative must have external client facing experience, especially past experience in providing white glove service.

High-touch relationship management

Create client conversation scripts, criteria and supplemental materials

Perform client outreach (calls, email, meetings), coordination, and associated reporting and tracking

Provide Level 1 triage and help desk coordination, including top 20 clients team and post conversion support.

Track surge support weekly and forecast monthly to help you determine ongoing surge support needs

Provide information for client training team to create materials and for client training team to hold trainings.

Technical / Non-Technical Skills:

Thorough knowledge and understanding of Treasury Management and Payment Products

Demonstrate ability to simplify and communicate complex technical procedures

Hands on approach mindset.

Strong English-Speaking skills.

Need strong analytical skills and ability to think laterally

Attention to detail and proactive

Strong communication and interpersonal skills (Written and Verbal)

Effectively collaborates and communicates with to ensure client satisfaction

Detail oriented, while still providing reliable and consistent results. Dependable problem-solving skills.

Must have in-depth knowledge of Banking online products, processes, and policies.

Knowledge in handling a wide variety of situations with a client on the phone, whether it's resolving a logon issue or explaining to a client on how to setup online credentials.

Must have patience and expertise in handling clients that are not tech savvy.

Resolve customer complaints and issues promptly and communicate/escalate any service-related issues/problems to management.

Need to possess excellent communication, computer/technical skills, people skills, as well as organizational skills.

Past Help Desk Experience a plus.

Thanks and regards,

Paras

InfiCare Staffing | 22375 Broderick Drive #225 Dulles VA 20166

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
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