CSR - Banking

Primary Skills : banking / financial services, call center, MS Office

W2 Only

When you work with the world's most innovative companies, you know you're making a difference. Our clients are the game changers, leaders and investors who fuel the global innovation economy.

They're the businesses behind the next medical breakthroughs. And the visionaries whose new technologies could transform the way people live and work.

They come to our company for our expertise, deep network, and 30+ years of experience in the industries we serve, and to partner with passionate, enterprising, dedicated to helping them grow and succeed at every stage of their business.

• The Portfolio Service Advisor (PSA) answers incoming calls / emails specific to the Startup Banking clients
• They will assist with a variety of client requests through including but not limited to; online banking navigation, wires, transactions detail, DDA, MMA, CMMA account maintenance, adding additional accounts, credit and debit card, bill pay, mobile deposit, and PPP loans

This position will :

• Answer incoming calls / Emails from clients needing help with all their banking needs
• Learn and help pilot a new chat feature we will be launching in 2022
• Demonstrate white glove customer service in handling al customer requests for the Startup Banking clientele
• Problem solve and assist clients with account research
• Maintain a strong work ethic in a fast-paced environment multi-tasking when necessary
• Work with internal partners to ensure RMS tickets are completed accurately and submitted in a timely manner
• Excellent written and verbal communication skills with the ability to convey information effectively and tactfully
• Partner with Startup Banking sales team ensuring client requests are handled accurately and in a timely manner, escalating appropriately as needed
• Demonstrate the ability to read / report team metrics pointing out trends and areas of improvement
• Strong attention to detail
• Drive service innovation and transformation through automation, self-service capabilities, and channel integration

Requirements :

• 1+ years of experience in banking / financial services industry
• BS / BA Degree preferred
• Call center experience preferred
• Knowledge of regulatory requirements that impact financial services
• Proficient in MS Office software

To follow up with any questions, please contact Hovie at 408-907-5710

Akraya is an award-winning IT staffing firm and the staffing partner of choice for many leading companies across the US. We offer comprehensive benefits including Health Insurance (medical, dental, and vision), Cafeteria Plan (HSA, FSA, and dependent care), 401(k) (enrollment subject to eligibility), and Sick Pay (varies based on city and state laws).

If this position is not quite what you're looking for, visit akraya.com and submit a copy of your resume. We will get to work finding you a job that is a better fit at one of our many amazing clients.

Akraya is committed to equal treatment and opportunity in all aspects of recruitment, selection, and employment without regard to gender, race, religion, national origin, ethnicity, disability, gender identity / expression, sexual orientation, veteran or military status, or any other category protected under the law.

Akraya is an equal opportunity employer; committed to a community of inclusion, and an environment free from discrimination, harassment, and retaliation.