Customer Support with Banking

Bank

100% REMOTE!

9-6 EST

Needed ASAP

Contract through 2/2025 with possible extensions

Work on W2

WILL TRAIN!

24-00129

Customer Support Associate with banking-

Job Requirements:

• Strong Attention to Detail: Ability to meticulously review and analyze customer information, invoices, and financial documents to ensure accuracy and completeness in all interactions.
• Customer Account Set Up and/or Accounting Experience: Experience in customer account management, including setting up new accounts, processing financial transactions, and maintaining accurate records. Knowledge of basic accounting principles and practices is a plus.
• Proficiency in MS Office Products: Demonstrated proficiency in using Microsoft Office suite, including Word, Excel, and Outlook, to create documents, manage data, and communicate effectively with internal teams and external stakeholders. Advanced Excel skills, such as creating formulas and pivot tables, are desirable.Top of Form
• Remote Work Capabilities: Ability to effectively work in a remote environment, demonstrating self-discipline and autonomy while maintaining productivity and communication with the team.
• Adaptability: Willingness to adapt to changing priorities and work environments, whether remote or in person, while maintaining a high level of performance and professionalism.
• Technical Proficiency: Comfort with learning and navigating various software systems and tools to efficiently assist customers and perform job duties.
• Problem-Solving Skills: Aptitude for identifying and resolving customer inquiries and issues in a timely and effective manner, demonstrating resourcefulness and initiative.
• Team Collaboration: Ability to collaborate with colleagues and cross-functional teams to address customer needs and contribute to a positive team environment, whether working remotely or in person.
• Excellent Communication Skills: Exceptional verbal and written communication skills are essential for effectively interacting with customers, colleagues, and other stakeholders. The ability to convey information clearly and professionally is key to providing exceptional customer service.
• Customer-Centric Approach to Problem-Solving: A strong focus on understanding and addressing customer needs and concerns with empathy and professionalism. Successful candidates will demonstrate a proactive and customer-focused mindset in resolving issues and providing solutions.
• Comprehensive Training Provided: Candidates will receive comprehensive training to familiarize themselves with our systems, processes, and customer service protocols. This training will equip them with the knowledge and skills needed to navigate our systems effectively and provide friendly, efficient support to our valued customers.
• Estimated Training Length: Approximately 10 days
• Key Responsibilities:
• Invoices: Guide customers through the transition to paperless invoicing and provide assistance in accessing invoices via email or our online portal.
• Contract Copies: Retrieve contracts promptly and ensure timely delivery to customers, proactively addressing any additional needs.
• Titles/UCC/Insurance: Facilitate communication between customers and relevant departments for inquiries related to titles, UCC, or insurance.
• Online Portal Assistance: Support customers in setting up and navigating our online portal, offering guidance and troubleshooting as needed.
• Address Changes: Assist customers in updating their address information, ensuring accurate records in our system.
• ACH Updates: Provide support for updating ACH information and processing, facilitating seamless transactions for customers.
• Payment Status/Make a Payment: Offer assistance with payment-related inquiries and guide customers through the payment process.
• Asset Verification: Verify customer asset details accurately and address any queries or concerns they may have.
• Maturity/Due Date: Proactively communicate loan maturity dates and upcoming payment due dates to customers, ensuring clarity and transparency.