Customer Service Officers

Responsibilities

Accountable for ensuring client retention and satisfaction

Initiates outreach to clients as needed to provide exceptional service

Independently handles loan servicing requests

Manages the onboarding of new clients

Serves as the primary point of contact for client servicing

Completes customer profiles/CIP, Bizchex-Chexsystem, ownership information, and account profiles

Sets up and maintains analysis composites to ensure accurate data representation

Handles Domestic & International Wire Transfers

Responsible for ensuring Regulatory Excellence and compliance with regulatory requirements

Completes Reg E disputes, resolves fraud, check disputes, and other activities related to the Aithent system

Requirements

Minimum 2 years of experience in client service, with a preference for roles within the financial services industry

Demonstrated ability to address client inquiries, resolve issues, and provide comprehensive support in a financial services environment

In-depth expertise in banking products and services, specializing in loan servicing, depository, and treasury management products

Ability to work independently and efficiently in a high-pressure environment

Proficient in utilizing loan/depository systems and banking software for processing transactions

Expertise in Microsoft Word, Excel, and Outlook

Advanced verbal and written communication skills

Strong attention to detail

Advanced interpersonal skills, phone etiquette, and customer service capabilities

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