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Financial Services Account Associate Ii-11
1 week ago
Company Description
Jobs for Humanity is dedicated to building an inclusive and just employment ecosystem. Therefore, we have dedicated this job posting to individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or hard of hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. If you identify with any of the following communities do not hesitate to register.
Company Name: FIS Global
**Job Description**:
Customer Service Representative - Full Time
This is a full-time position with a financial institution. We are looking for someone with experience and a combination of relevant work and education.
**Job Description**:
- Provide exceptional customer service as a telephonic concierge and the main point of contact for the financial institution's high-value customers.
- Handle inquiries and perform account maintenance on deposits and money market accounts.
- Assist customers with payment investigations, maintenance requests, fulfillment requests, and fee reversals.
- Collaborate with internal and external clients and departments to resolve issues, fulfill customer requests, and respond to inquiries.
- Follow up on escalated or referred service tickets and inquiries.
- Engage with clients to understand their current and future needs and provide updates on solutions.
- Ensure service expectations are met and establish positive rapport with callers for account maintenance and other service-related needs.
- Perform banking transactions and identify opportunities to recommend bank products tailored to each caller's needs.
- Maintain comprehensive knowledge of products and services, including new offerings and changes.
- Educate new and existing customers about financial offerings and provide referrals for additional services.
- Participate in the client loyalty process, including gathering feedback through surveys and collaborating on action plans to address concerns.
- Optional participation in business reviews to understand clients' strategic direction and expand knowledge of products and services.
- Perform other related duties as needed.
**Qualifications**:
- Bachelor's degree or equivalent combination of education and experience
- Excellent communication and customer service skills
- Ability to follow established procedures and receive detailed instruction on new work
Privacy Statement
FIS is committed to protecting your privacy and the security of your personal information. To learn more about how we safeguard your data while providing our services, please read our Online Privacy Notice.
Sourcing Model
FIS primarily hires directly and works with a select number of preferred recruitment agencies. We kindly request that resumes not be submitted by agencies not on our preferred supplier list, as we are unable to cover associated fees.
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Response Form
- Name:
- Contact Information:
- Educational Background:
- Relevant Experience:
- Skills and Abilities:
- Why are you interested in this role?
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