Equipment Finance Customer Service Specialist II

First Citizens Bank

Jacksonville, Florida

JOB DETAILS
LOCATION
Jacksonville, Florida
POSTED
18 days ago
Overview:

This position works in a call center environment providing administrative and customer service support to the Equipment Finance Division. Performs a full range of customer service activities including addressing inquiries and concerns to find solutions and to provide outstanding customer experience to our customers. May provide assistance for less experienced specialists through knowledge in the area of work.

 

Responsibilities:
  • Inbound Calls - Performs a full range of customer service activities by responding promptly and accurately to customer inquiries via inbound calls and emails. Processes a variety of customer requests within medium to high complexity levels which includes account reconciliation, account updates, document requests, copy of invoices, buyout quotes, web portal troubleshooting, etc.
  • Operations and Administration - Performs duties and special projects as assigned by Management to ensure operational efficiency. Complies with all regulations, bank policies, procedures, and delegated authorities to manage risk related to credit, operational, reputational, regulatory, and legal aspects of personal interactions, customer transactions, and financial exposures. Completes required training by established deadlines.
Qualifications:

Bachelor's Degree

- OR -

High School Diploma/GED and 4 years of experience in Customer Service

 

Additional Requirements:

  • Advanced written and verbal communication skills
  • Business professional call experience and etiquette
  • Proficient with Microsoft Office Suite; Excel, PowerPoint, Word
  • Motivated and driven to learn

 

Preferred Qualifications:

  • Call Center experience
  • Banking/Finance industry experience
  • Salesforce/CRM experience
  • Sales experience/skills
  • Experience in retail banking
  • Large Financial Institution (LFI) experience

 

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

About the Company

F

First Citizens Bank

First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. As the largest family-controlled bank in the United States, First Citizens is continuing a unique legacy of strength, stability, and long-term thinking that has spanned generations. Founded in 1898 and headquartered in Raleigh, N.C., First Citizens also operates a nationwide direct bank and a network over 550 branches in 22 states. Industry specialists bring a depth of expertise that helps businesses and individuals meet their specific goals at every stage of their financial journey. First Citizens Bank brings together personal service and powerful tools to help customers do more with their money – and make more of their future.  

Looking for a career with CIT? CIT is now a division of First Citizens Bank.

First Citizens Bank. Forever First®

COMPANY SIZE
10,000 employees or more
INDUSTRY
Banking
EMPLOYEE BENEFITS
Paid Sick Days, Prescription Drug Coverage, Professional Development, 401K, Flexible Spending Accounts, Retirement / Pension Plans, Life Insurance
FOUNDED
1898
WEBSITE
https://www.firstcitizens.com