The Client Service Representative role is meant for those looking to make a real impact and build a career in financial services.
The role is ideal for those with a passion for assisting clients with their banking transactions while building relationships and helping to identify their needs.
Client Service Representatives (CSR) have a passion for delivering a personalized and caring experience – they anticipate and resolve client concerns with the goal of exceeding expectations, no matter how large or small the request.
Those in the Fraud Client Service Representative role use sound judgment to assess the risk level when reviewing client accounts for possible fraudulent activity and make decisions to best care for the client.
Has the ability to engage with clients – begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport, and handle objections.
Communicates effectively and confidently with all clients to make their financial lives better.
Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients’ financial lives.
Has a commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule.
Has at least an intermediate level of proficiency with computers and current technology.
Has the ability to learn and adapt to new information and technology platforms.
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Job ID: 21-01039
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