Retail Deposits Servicing Call Center Specialist

• 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.

• 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

businessexcellence@aptask.com

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