Sr Customer Service Rep

Bank Job Title: Sr Customer Service Rep This job is responsible for standard transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include processing mail (including deposits) and providing quality service and operations support for internal business partners and external clients. Job expectations include operating with a standard level of independence, and escalating complex issues to leadership to minimize risk.

Responsibilities

Performs standard transaction processing and reconciliation according to the established written guidelines and procedures

Responds to client inquiries via numerous channels to support operational efficiency and quality client service

Performs basic research, follow-up and resolution of routine research requests

Identifies potential issues in daily operational tasks and escalates risk concerns, as needed

Provides general operational support including mail sorting, and mail distribution

Needs to have professional presence, respond to emails in a professional manner

Required Skills

Attention to Detail to ensure accuracy

Effective Written Communications

Accountability – ensuring all requests are completed in its entirety

Analytical Thinking – self-reliant to analyze situations and make quick decisions

Independence – ability to work independently with minimal supervision and guidance

Research – ability to understand systems to perform effective research

Risk Management – ability to detect potential risk(s)

MS Suite

Outlook

Word

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