Retail Deposits Servicing Call Center Specialist

ApTask

  • Salt Lake City, UT
  • 3 days ago
  • $20 Per Hour

Highlights

The client is a leading financial services company in the United States that specializes in providing private student loans, education financing solutions, and related financial products to help students and families fund higher education. As an African American-owned and Veteran-owned company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management.

Numbers & Facts

LocationSalt Lake City, UT

Description

About Client:
The client is a leading financial services company in the United States that specializes in providing private student loans, education financing solutions, and related financial products to help students and families fund higher education. The company supports students throughout their academic journey by offering loan programs, scholarship resources, and tools designed to make college more accessible and affordable. It has a strong focus on customer service, financial education, and helping borrowers achieve their educational goals.




Rate: $20/Hr




Job Description:
  • Responsible for providing quality customer service and accurate information about depositor accounts, programs, policies and processes. Answer inquiries from customer, potential customers, financial and institutions, business partners, internal customers and others. Process telephone requests for account information and application processing and communicate results to the customer.
  • Maintain knowledge of comparable and competitor products.
  • Respond to email and written inquiries. Responsible for the maintenance of existing accounts.
  • Must research, analyze, verify, reconcile and perform appropriate account actions in a timely manner in accordance with established servicing guidelines.
  • Individuals in these positions may be focused on one or more of these activities:
  • Financial Adjustments, Status Adjustments, Account Maintenance and Customer Communications.
What You'll Do
Customer Service
  • Answers incoming calls
  • Reports Conditions affecting customer satisfaction
  • Performs timely and accurate follow up on account inquiries
  • Provides accurate information on deposit products offered
  • Demonstrates strong problem resolution skills
  • Solid organization and communication skills with a strong attention to detail
  • Escalates reports of exceptional service and complaints
Training and Development
  • Completes core corporate training and develop solid knowledge of systems
  • Self-motivation to consistently improve knowledge to advance service capabilities
  • Maintains knowledge of all Retail Servicing policies and procedures
  • Keeps all training documentation organized and remain aware of new information
  • Operates within compliance policies and procedures
Processing
  • Account analysis
  • Performs manual research of accounts
  • Records comments clearly
  • Processes and updates deposit applications on system
  • Makes outgoing calls to provide information and clarify questions
  • Ensures updates to the database are complete and accurate
  • Proficient in all systems necessary to provide effective customer service
  • Other Job Functions
    • Other duties as assigned
    • Assist in other business areas as needed
    • Accurately track all work completed
    • Individual/Time Management
    • Meet or exceed department standards for productivity and quality
    • Demonstrate flexibility and team-oriented attitude to support the business (overtime, travel, etc.)
    • Identify system issues and process improvements
  • The above information is intended to describe the general nature and level of work performed by employees assigned to this job; it is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees in this role.
Minimum Education, Skills and Experience Required:
  • High School Diploma or Equivalent
  • Some banking experience or a customer service background
  • Excellent knowledge of multiple business area processes and procedures
  • Excellent knowledge of applicable department systems
  • Demonstrated ability to manage multiple priorities in a time-sensitive environment
  • Ability to maintain composure and professionalism while troubleshooting and resolving complex customer issues.
  • Familiarity with Microsoft applications with emphasis on Word/Excel
  • Excellent oral/written communication skills
  • Excellent data entry skills
  • Proven ability to consistently meet individual/team/department goals
  • Has developed specialized skills or is multi-skilled through job-related training
  • Takes a broad perspective to problems and identifies new, less obvious solutions
  • Completes work with a limited degree of supervision
  • Proven ability to meet strict attendance guidelines



Non-benefitted (other than those mandated under state or federal law).Please note that this position does not include paid time off benefits. ApTask offers subsidized insurance coverage to our employees.

About ApTask:
ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. As an African American-owned and Veteran-owned company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. With a focus on excellence, collaboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development. As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries. Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment.

Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.

Candidate Data Collection Disclaimer:
At ApTask, we prioritize safeguarding your privacy. As part of our recruitment process, certain Personally Identifiable Information (PII) may be requested by our clients for verification and application purposes. Rest assured, we strictly adhere to confidentiality standards and comply with all relevant data protection laws. Please note that we only collect the necessary information as specified by each client and do not request sensitive details during the initial stages of recruitment.

If you have any concerns or queries about your personal information, please feel free to contact our compliance team at compliance@aptask.com.

Applicant Consent:
By submitting your application, you agree to ApTask's (www.aptask.com) Terms of Use and Privacy Policy, and provide your consent to receive SMS and voice call communications regarding employment opportunities that match your resume and qualifications. You understand that your personal information will be used solely for recruitment purposes and that you can withdraw your consent at any time by contacting us at 732-355-8000 or help@aptask.com. Message frequency may vary. Msg & data rates may apply

About ApTask:
ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. As an African American-owned and Veteran-owned company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. With a focus on excellence, collaboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development. As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries. Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment.

Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.

Candidate Data Collection Disclaimer:
At ApTask, we prioritize safeguarding your privacy. As part of our recruitment process, certain Personally Identifiable Information (PII) may be requested by our clients for verification and application purposes. Rest assured, we strictly adhere to confidentiality standards and comply with all relevant data protection laws. Please note that we only collect the necessary information as specified by each client and do not request sensitive details during the initial stages of recruitment.

If you have any concerns or queries about your personal information, please feel free to contact our compliance team at

businessexcellence@aptask.com

ompliance@aptask.com

.

Applicant Consent:
By submitting your application, you agree to ApTask's (www.aptask.com) Terms of Use and Privacy Policy, and provide your consent to receive SMS and voice call communications regarding employment opportunities that match your resume and qualifications. You understand that your personal information will be used solely for recruitment purposes and that you can withdraw your consent at any time by contacting us at 732-355-8000 or help@aptask.com. Message frequency may vary. Msg & data rates may apply.

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