Banking Customer Service Advisor - Phoenix, United States - Radiansys Inc.

Description

Qualifications: Hybrid role, needs to go into the office 1-2 times a month.

Qualifications

Skills and 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

Responsibilities: The Centralized Closures Team (CC) at Silicon Valley Bank oversees the submission and operational life cycle of deposit and investment product account closure, disablement of online banking services, and cancellation of cash management services for the commercial bank. The Centralized Closure team is responsible for reviewing a client's portfolio of services and initiating internal service closure requests. These requests include:

Bank forced closures initiated by first line of defense (FLOD), second line of defense (SLOD), and compliance

Service disablement related to accounts closed through the dormant process

Account closures resulting from compromised activity

Client-initiated account closures

The Portfolio Service Advisor (PSA) is an integral part of a production team responsible for supporting internal business partners in offboarding clients. A PSA I work alongside a large team across multiple regions and through an array of different systems. Centralized Closures is a highly adaptable and resilient team in a changing work environment, is collaborative, and open to new ideas and fluid workflows.

This position will:

• Delivering an excellent client experience by providing a timely and accurate servicing of client records for the commercial bank.

• Supporting client financial needs through proper maintenance of deposit accounts and online banking services.

• Providing accurate and clear operational guidance to clients and internal business partners consistent with regulatory requirements, bank policy, and department procedures

• Processing approximately client requests per month while maintaining an accuracy rate of 98% or higher

• Adherence to tight service level agreements on client requests

• Ability to research simple to moderately complex requests and communicate to business partners a timely resolution of client inquiries

• Flexibility with hours of support and coverage

• May support tasks related to regulatory monitoring of accounts as needed

Desired Skills:

• Ability to learn products, services, and procedures quickly and accurately

• Highly motivated self-starter with a strong work ethic and intense focus on delivering results

• Detailed-oriented with a keen eye for accurate quality of work

• Strong ability to multi-task, handle high volumes via multiple work queues, and effectively manage time to meet deliverables

• Excellent written and verbal communication skills

• Resourceful in researching inquiries and providing solutions in simple to moderately complex scenarios

• Bachelor's degree or equivalent work experience

• Prefer 1-2 years of experience in the financial industry, knowledge of deposit operations is a plus