Rep, CS Banking Ops
Core
Manage inbound and outbound calls to resolve client/partner inquiries, process transactions, and provide accurate transactional information in a banking operations setting.
Role type
Customer Support Representative (Banking Operations)
Builds
Client support interactions and accurate transaction processing
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Phone communication, active listening, CRM database management, transaction processing (ACH, wires, stop payments), upselling, multitasking, computer literacy
Preferred skills
College degree, call center experience, banking terminology knowledge, familiarity with CRM systems
Responsibilities
Handle client inquiries via phone/email, log issues in CRM, process functional transactions, contact clients for updates, identify upsell opportunities, research and resolve issues
Seniority
Entry-level to Junior