Bank Operations Customer Service Representative
Core
Resolves customer inquiries and complaints regarding bank operations products and services while ensuring compliance with company policies and regulations.
Role type
Customer service representative (bank operations)
Builds
Customer satisfaction and adherence to operational standards
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Customer service, regulatory compliance, Microsoft Office, verbal communication, written communication, organizational skills, basic math proficiency, attention to detail
Preferred skills
Calculator usage, fee/penalty/interest calculation, process improvement, coaching less experienced associates, time management
Responsibilities
Determine best methods to resolve customer problems, coordinate resolution with appropriate departments, inform customers of standard procedures, follow up to ensure satisfaction, ensure compliance with risk management and cybersecurity practices, provide advice and guidance to less experienced associates, make periodic satisfaction calls
Seniority
Entry-level, individual contributor