Retail Customer Service Account Specialist II
Core
First point of contact for clients, handling high-volume inbound calls to provide support for various financial products and build strong customer relationships.
Role type
Senior IC customer service specialist (financial services)
Builds
Customer service interactions and support for financial products
Domain
Financial services / Banking
Deliverable
client delivery
Required skills
Communication, information gathering, decision-making, customer interaction, multitasking, computer literacy, problem-solving, adaptability, empathy, regulatory compliance
Preferred skills
Data analysis, AI technology usage
Responsibilities
Manage high volume of inbound calls, interpret customer needs, navigate multiple computer systems, follow regulatory and departmental practices, treat customers with respect and empathy