CLIENT SERVICE ADVISOR

Seeking a local Client Service Advisor to provide support to our banking client in Phoenix, AZ.

Requirements :

The Contractor will serve as the primary contact for service requests and technical support of the bank's clients, resolving a variety of client operational issues or bank transaction inquires.

• Receives requests through various channels and generates resolution by navigating, researching, or escalating the issue, typically guided by precedent and / or established procedures.
• Accountable for facilitating and positively influencing the client experience by effectively communicating and delivering accurate resolution.

Provides client information on their financial business needs in timely manner. May also

• be responsible for influencing client adoption of online tools.
• Performs assigned functions under regular supervision and may have worked reviewed to ensure all regulations, procedures, and policies are adhered to.

Essential Functions

Provides client support through direct or indirect client contact via email or phone channel to inquiries that may be, but are not limited to : a general bank request or action;

assistance with bank products; and / or technical support.

Formulates responses or implements action under supervision, which may result in an inquiry being resolved during initial contact or may perform additional research, problem-solving, or escalation to other internal partners.

Problem-solving is guided by precedent.

Solution generation may result in the recommendation of additional action and / or bank products or programs.

General / routine inquiries may include, but are not limited to, the following :

• General account and / or product support inquires
• User administration inquiries and associated online training
• Operational troubleshooting for all products and services
• Liaison between client and internal business partners for problem resolution
• Fraud monitoring, risk identification / resolution

Assistance on bank products may include, but is not limited to, the following :

• Depository products (DDA, CD, MMA, Electronic Capture, Account analysis),
• Cash management products (Business Credit Card and Debit Card, Merchant Services, QuickBooks, Investment Products).

Technical support to clients may include, but is not limited to, the following :

• SVBeConnect - business partner training
• QuickBooks navigation and troubleshooting
• Credit Card / Debit Card Servicing and Troubleshooting- declines / transaction inquiries, lost / stolen and fraud reporting, statement navigation and reconciliation, address changes, online banking support, and other credit card-related research.

Qualifications :

• Must have 2-3 years of professional experience in customer service in a banking environment
• 3-4 years of overall experience
• Able to multi-task in a fast-paced and extremely dynamic environment
• Capable of understanding client inquiries
• Solid written and verbal communication skills with ability to convey information
• Desire to learn and develop a full understanding of products, processes, and enhancements
• Ability to follow instructions
• Able to identify issues, determine resolution, or escalate when appropriate
• Capable of acting as a client advocate and being accountable for closing the loop
• Strong attention to detail
• Able to recognize key operational risks facing clients and the company and escalate
• High School Diploma or Equivalency

Additional Information :

OUTSOURCE Consulting Services, Inc. (OCSI.co) embraces equal opportunity. We are dedicated to building an inclusive workforce that embodies a diversity of experiences, views, and skill sets.

OCSI.co provides great benefits to our contractors, i.e., Healthcare, Vision, Dental, and additional Pre-tax Benefits (Flexible Spending Account (FSA) and 401(k) Savings Plan).

To learn more about OCSI.co, we welcome you to please visit our corporate website at www.ocsi.co. Thank you for your interest in our jobs.

We look forward to seeing your resume!

Note : We are unable to sponsor H1B visas and / or subcontract to Third Party Vendors.