Bank Service Representative Job at Tekrek Solutions Inc
Tekrek Solutions Inc Tempe, AZ
$20 - $25 an hour
The Portfolio Service Advisor (PSA) answers incoming calls/emails specific to the SVB Startup Banking clients. They will assist with a variety of client requests through including but not limited to; online banking navigation, wires, transactions detail, DDA, MMA, CMMA account maintenance, adding additional accounts, credit and debit card, bill pay, mobile deposit, and PPP loans.
This position will:
- Answer incoming calls/Emails from clients needing help with all their banking needs
- Learn and help pilot a new chat feature we will be launching in 2022
- Demonstrate white glove customer service in handling al customer requests for the Startup Banking clientele
- Problem solve and assist clients with account research
- Maintain a strong work ethic in a fast-paced environment multi-tasking when necessary
- Work with internal partners to ensure RMS tickets are completed accurately and submitted in a timely manner
- Excellent written and verbal communication skills with the ability to convey information effectively and tactfully
- Partner with Startup Banking sales team ensuring client requests are handled accurately and in a timely manner, escalating appropriately as needed
- Demonstrate the ability to read/report team metrics pointing out trends and areas of improvement
- Strong attention to detail
- Drive service innovation and transformation through automation, self-service capabilities, and channel integration
Job Types: Full-time, Contract
Salary: $20.00 - $25.00 per hour
Benefits:
- Dental insurance
- Health insurance
- Vision insurance
Experience level:
- 5 years
Schedule:
- 8 hour shift
- Monday to Friday
Experience:
- Cash handling: 4 years (Preferred)
- Banking: 4 years (Preferred)
- Customer service: 4 years (Preferred)
Work Location: Remote
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