- Research and respond to support questions via phone and web-based support portal
- Support the Loans core banking software servicing Commercial, Installment, Mortgage, and Revolving credit line accounts
- Assist customers with escrow activity and other loan-related services as needed
- Continuous learning of CSI's products to meet skill levels and goals of the department
- Builds and maintains relationships with customers.
- Responds to a work queue and resolves issues in a timely manner; escalates issues of a complex nature.
- Demonstrates a basic knowledge of application functionality.
- Provides information to the appropriate CSI department regarding customer issues and concerns.
- Performs other duties as assigned.
- Customer issues are resolved quickly.
- Provided information is timely, accurate and relevant.
- Customer Satisfaction.
- Working knowledge of Microsoft Office Products, specifically Excel
- Problem-solving / research skills
- Organizational skills
- Customer service skills
- Mathematical skills
- Communication skills
- Reasoning skills
- Computer skills
- Analytical skills
- Listening skills
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Bank Support Analyst - Alpharetta, United States - csi
Description
Location: Any CSI office. Open to location discussion. Preference for candidates within the Pacific, Mountain, and Alaska Time Zones.
JOB SUMMARY
Customer Service Representatives ensure delivery of excellent customer service through fast and accurate communication and coordinating with other departments to resolve inquires. They are the first point of customer contact for general inquiries. They build and maintain business relationships with clients by providing prompt and accurate service to promote customer loyalty.
KEY RESPONSIBILITIES
PRIMARY RESULTS ACCOUNTABLE FOR ACHIEVING
JOB REQUIREMENTS
Education & Certifications:
Technical education or job knowledge equivalent to a 2-year college or trade school.
Experience:
The minimum amount of relevant work experience required to successfully perform the job is at least one (1) year.
Loan operations or processing experience preferred.
CSI NuPoint experience preferred.
Required Skills:
RELATIONSHIP BUILDING
This position requires regular contact both inside and outside the company.
DECISION MAKING
This position works from detailed instructions; decisions are made occasionally.
SUPERVISION RECEIVED
General Supervision. Assignments are both task-oriented and objective-oriented. Work is reviewed for soundness of judgement and overall adequacy and accuracy.
WORK ENVIRONMENT
The work environment characteristics described below are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Travel: No travel typically required.
Physical Demands:
The employee must be physically able to perform all essential job duties, with or without reasonable accommodation and shall be physically able to perform the tasks and/or functions listed above to the extent job-related and consistent with business necessity.
Not For Albany County, NY, California, Colorado,Connecticut, Hawaii, Maryland, Nevada, New York City, Washington applicants.
CSI is a leading fintech, regtech and cybersecuritysolutions partner operating at the intersection of innovation and service. As atrusted technology company, CSI excels at driving businesses forward with aunique blend of cutting-edge solutions, decades of experience and a commitmentto authentic partnerships defined by our customer-first culture.
CSI is dedicated to providing challenging andrewarding careers for our employees across the country and offers a competitivecompensation package, including health, dental and vision insurance, paidvacation, 401k, and much more
For more information about CSI, visit .
CSI is proud to be an Equal Opportunity Employer andall qualified applicants will receive consideration for employment withoutregard to race, color, religion, gender, gender identity, sexual orientation,national origin, age, disability, veteran status, genetics, or any otherlegally protected basis.
If you live less than one (1) hour drive from a CSIoffice, you will be required to be hybrid in-office.
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