Customer Account Representative( BANKING OPERATIONS/FINANCIAL)

SGS Technologie Pvt Ltd.; Southfield (MI); Sur place; USD 32 000 - 42 000; Plein temps

Avantages offerts par ce poste

Laptop provided

Résumé du poste

SGS Technologies seeks a dedicated call center professional to act as the liaison between branches and the home office, handling account reviews and servicing with accuracy.

The role requires attention to detail, excellent verbal and written communication, and the ability to multitask in a fast-paced banking environment. Desktop suite proficiency and 1–2 years of related experience are preferred.

Qualifications

• High School Diploma or equivalent.
• 1–2 years of banking or customer service experience or college degree required.
• Proficient in MS Office (Outlook, Word, Excel).
• Strong communication and multitasking abilities.

Responsabilités

• Act as liaison between Branches and Home Office in a call center environment.
• Review, update, maintain, and service accounts.
• Enforce procedures to protect the Firm, FA’s, and clients.
• Assist with year-end volumes and Money Movement requests.

Connaissances

Verbal communication

Written communication

Multitasking

Attention to detail

Formation

High School Diploma or equivalent

Outils

Outlook

Word

Excel

Description du poste

SGS Technologies, we are a software development and staffing company that doesn’t simply talk services – we accomplish them. With two decades of experience, we use a combination of latest technological knowledge, future-driven ideas, and specialized skills for multiple forms of IT requirements.

Job Description:

Duties:

• Full time onsite role for candidates local to the St. Pete, FL or Memphis, TN or Southfield, MI.
• Opportunity for conversion based on attendance and performance
• Laptop provided

Job Summary:

• Serves as the agent between Branches and the Home Office in call center environment. Reviews, updates, maintains, and services accounts. Protects the Firm, Financial Advisor (FA’s), and the client by enforcing collection procedures, policies, regulations, and monitoring activity in accounts, while providing superior service.
• Department is in need of assistance for year end volumes including working through Money Movement requests and related items.
• Attention to detail, quality focus, strong communication, ability to multi-task in fast paced environment and computer literacy
• MS Office Applications – Outlook, Word, Excel, etc. and 1-2 years of banking and/or customer service work experience or college degree are required

Knowledge of:

• Relevant word processing, database, spreadsheet, and e-mail computer applications to create and/or edit documents, reports, and correspondence.
• Compliance, with an eye for situations that could present risk to the firm.

Skill in:

• Verbal and written communication skills to interact with all levels of management, other associates and counterparts at other firms.
• Servicing a high volume of calls from Financial Advisors and associates while providing excellent customer service (multi-tasking is very important in this role)

Ability to:

• Project a professional demeanor to train associates on new duties and tasks.
• Work thorough complicated activity
• Work independently and in cooperation with supervisor.
• Work well under stress created by time deadlines, workflow volume changes, and telephone/associate inquiries.

Educational/Previous Experience Requirements:

• High School Diploma or equivalent.

~or~

• Any equivalent combination of education, experience and/or training approved by Human Resources.