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Portfolio Service Advisor

hiring now

Veear

2021-12-03 08:55:51

Job location Washington, District of Columbia, United States

Job type: fulltime

Job industry: Call Centre / CustomerService

Job description

Position: Portfolio Service Advisor

Location: Tempe or Utah

Duration : 6+ Months contract

Job Description

  • Portfolio Service Advisor (PSA) answers incoming calls/emails specific to the Startup Banking clients. They will assist with a variety of client requests through including but not limited to; online banking navigation, wires, transactions detail, DDA, MMA, CMMA account maintenance, adding additional accounts, credit and debit card, bill pay, mobile deposit, and PPP loans.
  • This position will: Answer incoming calls/Emails from clients needing help with all their banking needs
  • Learn and help pilot a new chat feature we will be launching in 2022
  • Demonstrate white glove customer service in handling al customer requests for the Startup Banking clientele
  • Problem solve and assist clients with account research
  • Maintain a strong work ethic in a fast-paced environment multi-tasking when necessary
  • Work with internal partners to ensure RMS tickets are completed accurately and submitted in a timely manner
  • Excellent written and verbal communication skills with the ability to convey information effectively and tactfully
  • Partner with Startup Banking sales team ensuring client requests are handled accurately and in a timely manner, escalating appropriately as needed
  • Demonstrate the ability to read/report team metrics pointing out trends and areas of improvement
  • Strong attention to detail
  • Drive service innovation and transformation through automation, self-service capabilities, and channel integration

Quals--

  • Please note there are 4 openings. Must be located in Tempe or Utah. Qualifications Skills and Requirements:
  • 1+ years of experience in banking/financial services industry
  • BS/BA Degree preferred Call center experience preferred Knowledge of regulatory requirements that impact financial services
  • Proficient in MS Office software
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