Job Title: Client Service Representative
Location: Tempe AZ / Chicago IL (Hybrid)
Anchor Days: Monday – Thursday [any 3 days]
Duration: 3 months Assignment
Shift/Hours: Tempe [9:30a-6pm] or Chicago [7:30a-4pm ], 40hours/week
Training Period: 2-3 weeks
 
Summary:

• We are currently looking for Customer Service Representative within our Banking Operations team.
• As a Customer Service Representative in Banking Operations, under direct supervision you will assist in the timely and accurate handling of all account holder related inquires and needs.
• As a contact center within client, the Investor Services Team takes inbound calls from our Retained Asset and Corporate Liquidity clients.

 Major Duties:

• Manage large amounts of inbound and outbound calls in a timely manner providing quality servicing of client/partner calls through effective communication of call behaviours and accurate information.
• Log all client/partner inquiries received via phone, email or fax with a detailed description of client issue/problem, research or action taken for resolution on the CRM database.
• Maintain system access and knowledge level as it pertains to each program that the representative has been trained on and frequently attend educational seminars to improve knowledge and performance level.
• Provide accurate transactional information to clients to avoid creating any loss situations for the Unit.
• Perform functional transaction processing (ACH Transfers, Stop Payments, wires and general maintenance) accurately and without any monetary errors.
• Responsible for identifying customer needs, clarify information, research issues and provide solutions and/or alternatives.
• Works effectively as a team member but also independently.
• Knowledgeable of the core aspects of the job and beginning to develop a basic understanding of the business function.

 Qualifications:

• A College or University degree not required.
• Must have experience in comparable industry and/or call center setting or customer support role is preferred.
• Familiarity with CRM systems and practices and banking terminology such as investments, redemptions, ACH’s wire transfers.
• Strong phone, verbal and written communication skills required.
• Strong active listening and interpersonal skills needed with aptitude to handle irate/challenging callers with minimal assistance.
• Highly flexible and adaptable to change; able to adapt to a fast-paced environment to different personality types and able to learn quickly.
• Multi-tasking skills: self-motivated with ability to set priorities and manage time effectively.
• Computer literacy is required with the ability to navigate several different applications/systems simultaneously.
• Strong teamwork capabilities.

 
 
At SPECTRAFORCE, we are committed to maintaining a workplace that ensures fair compensation and wage transparency in adherence with all applicable state and local laws. This position’s starting pay is: $ 20.50/hr.