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    Client Service Advisor - Phoenix, United States - Outsource Consulting Services, Inc

    Outsource Consulting Services, Inc
    Outsource Consulting Services, Inc Phoenix, United States

    1 week ago

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


    Requirements:


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

    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 polices 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 not limited to: a general bank request or action
    * assistance with bank products
    * technical support


    • Formulates responses or implements action under supervision which may result in 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 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 not limited to the following:
    • Depository products (DDA, CD, MMA)
    • Cash management products (Business Credit Card and Debit Card, Merchant Services, QuickBooks, Investment Products)
    • Technical support to clients may include, but not limited to the following:
    • SVBeConnect - business partner training
    • QuickBooks navigation and troubleshooting
    • Credit Card/Debit Card Servicing and Troubleshooting- declines/transaction inquiry, 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, banking experience highly preferred
    • Must have 3-4 years of overall experience
    • Phone and e-mail
    • Must be able to work remotely
    • High School Diploma or Equivalency PLUS
    Skills


    • Able to multi-task in a fast-pace 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 issue, determine resolution, or escalate when appropriate
    • Capable to act as 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 escalates

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

    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 , we welcome you to visit our corporate website at . Thank you for your interest in our jobs. We look forward to seeing your resume

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