Customer Service

Position Description

Client Support Service Professionals handle incoming phone calls regarding various service inquiries on Client accounts. Calls will need to respond with a high degree of accuracy and efficiency, while consistently meeting key department performance metrics. Functional support areas include Client Cash Management products and services, Client Online (client website) and Mobile app, and general account or financial related inquiries. Successful applicants will be highly professional, career driven, and committed to World-Class Service.

· Ability to contribute in a fast paced, team-oriented environment.

· Aptitude to multi-task and adjust quickly to change in a busy financial service center.

Job Responsibilities 
Handle incoming customer calls and respond to inquiries related to client accounts, products, and financial services.
Provide accurate and timely assistance while maintaining high customer service standards.
Assist clients with cash management products and services.
Support customers with online account access, website navigation, and mobile application issues.
Address general account-related and financial inquiries professionally and efficiently.
Troubleshoot customer issues and provide appropriate solutions.
Maintain a high level of accuracy and efficiency while handling customer requests.
Meet or exceed departmental performance metrics, including call quality, productivity, and customer satisfaction.
Manage multiple tasks simultaneously in a fast-paced financial services environment.
Adapt quickly to changing processes, policies, and customer needs.
Collaborate with team members to ensure smooth operations and effective issue resolution.
Maintain professionalism and deliver exceptional customer service during every interaction.
Follow company procedures and financial industry guidelines when handling sensitive client information.