Overview

This position works in a call center environment providing administrative and customer service support to the Equipment Finance Division. Performs a full range of customer service activities including addressing inquiries and concerns to find solutions and to provide outstanding customer experience to our customers. May provide assistance for less experienced specialists through knowledge in the area of work.

Responsibilities

• Inbound Calls - Performs a full range of customer service activities by responding promptly and accurately to customer inquiries via inbound calls and emails. Processes a variety of customer requests within medium to high complexity levels which includes account reconciliation, account updates, document requests, copy of invoices, buyout quotes, web portal troubleshooting, etc.
• Operations and Administration - Performs duties and special projects as assigned by Management to ensure operational efficiency. Complies with all regulations, bank policies, procedures, and delegated authorities to manage risk related to credit, operational, reputational, regulatory, and legal aspects of personal interactions, customer transactions, and financial exposures. Completes required training by established deadlines.

• High School Diploma or GED and 4 years of Customer Service experience.

• Experience in Banking, Finance, or Operations
• Strong written and verbal communication skills with an ability to communicate effectively across business levels.
• Strong Customer Service skills with exceptional attention to detail
• Salesforce / CRM experience preferred.
• Client-focused, proactive, and results-oriented
• Proficient with Microsoft Office Suite; Excel, PowerPoint, Word