Inbound Banking Support Specialist - Commercial Loans

Tailored Management; Jacksonville (FL); Hybrid; USD 25,000 - 33,000; Full time

Benefits offered by this job

Medical Coverage—HDHP/PPO/S Est option

Dental Insurance

Vision Insurance

Short-Term Disability

Long-Term Disability

Life & AD&D Insurance

Critical Illness Insurance

Accident Insurance

Employee Assistance Program (EAP)

Job summary

Tailored Management is hiring a Customer Service Representative in Jacksonville, FL. The role centers on handling inbound calls for high-revenue commercial clients, researching inquiries, and coordinating with internal partners to provide accurate resolutions.

Ideal candidates have strong customer service experience, excellent computer navigation skills, and the ability to multi-task across banking systems, while maintaining a positive client relationship.

Qualifications

• Experience in customer service or client support environments.
• Strong inbound call handling and communication skills.
• Ability to resolve customer concerns professionally and efficiently.
• Proficient with navigating multiple computer systems while talking with customers.

Responsibilities

• Serve as the first point of contact for high-revenue clients via phone and email.
• Review and resolve inquiries related to commercial loan and credit products.
• Research customer inquiries and provide timely resolutions.
• Navigate multiple banking systems to support customer requests.
• Collaborate with internal teams to address client concerns and requests.
• Document interactions, findings and resolutions accurately.

Skills

Inbound call handling

Customer service

Computer navigation

Analytical thinking

Problem solving

Communication

Adaptability

Tools

Banking systems

Job description

Tailored Management is hiring a Customer Service Representative in Jacksonville, FL. The role centers on handling inbound calls for high-revenue commercial clients, researching inquiries, and coordinating with internal partners to provide accurate resolutions.

Ideal candidates have strong customer service experience, excellent computer navigation skills, and the ability to multi-task across banking systems, while maintaining a positive client relationship.