Commercial Client Services Representative
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Job Description
Customer Support Representative providing internal and external customer service support to financial institutions. Handling complex questions and updating loan information with a professional approach.
Responsibilities:
- Provide internal and external customer service support
- Relationship management and daily interaction with financial institutions
- Handle complex questions or problems and manage support line
- Verify and update loan information
- Work escalated or time sensitive issues in a professional and timely manner
- Assist with questions regarding reports and Focus Net
- Provide training in data entry, CoTrak or other Service Center procedures
- Perform time-sensitive account maintenance before and after account processing cycles
- Resolve inbound and make outbound service calls regarding routine collateral protection insurance coverage questions
- Research, verify, and document the affected account's history file
- Create internal management reports and assist in special projects as needed
Requirements:
- High School Diploma or GED required
- Minimum of one to two (1-2) years in coordinating the implementation of company products and procedures and high-level customer service or other related experience in an insurance or banking environment
- Working knowledge of insurance coverage and procedures
- Strong orientation to detail and ability to maintain accuracy in processing loan information and detecting discrepancies
- Excellent interpersonal, organizational, communication (both written and oral), and telephone etiquette skills
- Strong computer and keyboard skills which includes MS Word and Excel
- Able to stoop, kneel, and sit for long periods of time while processing and/or providing support to the Financial Institutions
- Able to work under sometimes stressful conditions while maintaining professionalism and enthusiasm.
Benefits:
- Competitive overall compensation package
- Work/Life balance
- Employee engagement activities and recognition awards
- Years of Service awards
- Career enhancement and growth opportunities
- Leadership Academy and Mentor Program
- Continuing education and career certifications
- Variety of healthcare coverage options
- Traditional and Roth 401(k) retirement plans
- Lucrative Wellness Program
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