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Equipment Finance Customer Service Specialist II

AT First Citizens Bank
First Citizens Bank

Equipment Finance Customer Service Specialist II

Jacksonville, FL

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.

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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.

Qualifications

Bachelor's Degree

- OR -

High School Diploma/GED and 4 years of experience in Customer Service

Additional Requirements:

Advanced written and verbal communication skills

Business professional call experience and etiquette

Proficient with Microsoft Office Suite; Excel, PowerPoint, Word

Motivated and driven to learn

Preferred Qualifications:

Call Center experience

Banking/Finance industry experience

Salesforce/CRM experience

Large Financial Institution (LFI) experience

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Client-provided location(s): Jacksonville, FL, USA
Job ID: FCB-27298-en-us
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • HSA
    • HSA With Employer Contribution
    • Fitness Subsidies
    • Mental Health Benefits
    • Virtual Fitness Classes
  • Parental Benefits

    • Family Support Resources
    • Non-Birth Parent or Paternity Leave
    • Birth Parent or Maternity Leave
    • Adoption Leave
    • Fertility Benefits
  • Office Life and Perks

    • Commuter Benefits Program
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Volunteer Time Off
    • Leave of Absence
  • Financial and Retirement

    • 401(K)
    • 401(K) With Company Matching
    • Financial Counseling
    • Profit Sharing
  • Professional Development

    • Access to Online Courses
    • Internship Program
    • Leadership Training Program
    • Promote From Within
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)

Company Videos

Hear directly from employees about what it is like to work at First Citizens Bank.