Service Advisor

Posted:
9/25/2024, 12:39:51 PM

Location(s):
Chicago, Illinois, United States ⋅ Illinois, United States

Experience Level(s):
Junior ⋅ Mid Level

Field(s):
Customer Success & Support

Job Description:

Primary point of contact for high revenue clients, responsible for day to day servicing of treasury, cash management, card and/or depository products and services of varying complexity. Provides relationship management, servicing, and technical assistance to internal business partners to resolve complex, unique client requests. 

Responsibilities:

  • Receive and respond to requests received by phone, email from clients and internal partners;
  • Perform Quality Assurance functions to ensure high risk processes are completed per procedure;
  • Research complex issues raised by clients working with the banks card platforms that are not resolved by first point of contact;
  • Work closely with technical partners both internally and externally to resolve clients issues.

Required Skills:

  • 1+ years of experience working with customers.
  • 1+ years of experience handling difficult situations with customers.
  • Intermediate proficiency (1-3 years of experience) in written (including grammar and spelling) and verbal communications
  • Ability to engage with customers, begin a conversation, build rapport, and handle objections.
  • Comfortable receiving ongoing performance feedback and coaching.
  • Comfortable with ongoing change and learning new technology/processes.
  • Ability to analyze and resolve customer inquiries.
  • Ability to provide a positive customer experience through creative solutions.
  • At least an intermediate ability in computer skills.
  • Ability to navigate multiple computer systems while interacting with the customer.
     

Desired skills:

  • 1-2 years of experience in the Banking/Financial industry.
  • 1-3 years of experience working in a call center.
  • 1-2 years Lockbox Experience

Shift:

1st shift (United States of America)

Hours Per Week: 

40