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Customer Service Representative in Pennington at Collabera

Date Posted: 10/12/2018

Job Snapshot

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  • Location:
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    Not Specified
  • Date Posted:

Job Description

• Handle incoming client calls utilizing professional telephone and problem solving skills
• Provide brokerage/banking account information, including but not limited account balances and deposit rates, checking and Visa activity
• Support navigation and functionality including but not limited to linking of accounts and statements, creating user friendly IDs, resetting client passwords, and providing technical support with connecting to the web-site and quicken downloads
• Explain content, format and activity on monthly and quarterly statement. Assist client with reconciliations of monthly activity and re-order duplicate statement copies.
• Consistently achieve minimal or beyond expectations for performance metrics and quality standards

Job Requirements

• Professional Demeanor: Demonstrating patience, composure, and client service attitude.
• Service Adeptness: Comprehend and empathize with client needs, devote time and effort to satisfy the client’s requests.
• Problem Solving and Decision Making Skills: Use good research and problem solving skills; know where to go to resolve problems.
• Initiative: Demonstrate a “self-starter” behavior and a willingness to help others.
Communication Skills: Communicate effectively both written and verbal, tailor communications to audience, actively listen and follow-up with questions and updates to involved parties