Remote Banking Support Specialist

Cognizant; Teaneck Township (NJ); Remote; USD 21,000 - 30,000; Full time

Benefits offered by this job

Medical/Dental/Vision/Life Insurance

Paid holidays + PTO

401(k) plan and contributions

Long-term/Short-term Disability

Paid Parental Leave

Employee Stock Purchase Plan

Job summary

Cognizant, a large IT consulting firm, is seeking a Customer Service Representative to join the Client Services team within the Service Group. This remote role requires you to support Financial Advisors, support staff, and external clients from your home base in the United States.

You will respond to inquiries, educate clients on account services, and resolve issues with professionalism and empathy while keeping accuracy.

Qualifications

• High School Diploma or equivalent required.
• Prior call center and customer service experience.
• Banking/financial services or wealth management experience preferred.
• Proficiency with Microsoft Office Suite, including Outlook.
• Strong Windows 11 navigation and troubleshooting skills.
• Familiarity with Citrix, Good for Enterprise, and Active Directory preferred.
• Ability to troubleshoot issues with monitors, speakers, keyboards, and mice.
• Knowledge of Microsoft Office and Outlook troubleshooting techniques.
• Excellent verbal and written communication skills.
• Strong problem-solving and analytical skills.

Responsibilities

• Respond to inbound calls from branch personnel and internal stakeholders, delivering exceptional service by addressing inquiries, resolving issues, and ensuring a positive client experience.
• Educate clients on account services, products, and available capabilities.
• Demonstrate strong communication, organizational, and follow-up skills while maintaining accuracy and attention to detail.
• Provide superior customer-focused experiences, resolving inquiries with patience, professionalism, and empathy.
• Thrive in a fast-paced environment while managing multiple priorities.
• Perform basic technical troubleshooting and assist users with common technology-related issues.

Skills

Call center experience

Customer service

Banking experience

Outlook

Windows 11

Citrix

Active Directory

Education

High school diploma or equivalent

Tools

Citrix

Good for Enterprise

Active Directory

Microsoft Office

Outlook

Job description

Cognizant, a large IT consulting firm, is seeking a Customer Service Representative to join the Client Services team within the Service Group. This remote role requires you to support Financial Advisors, support staff, and external clients from your home base in the United States.

You will respond to inquiries, educate clients on account services, and resolve issues with professionalism and empathy while keeping accuracy.