Account Servicing Specialist II

First Citizens Bank•Jacksonville, FL

1d•Onsite

About The Position

This position works in a call center environment providing administrative and customer service support to the Equipment Finance Division. Performs a full range of customer service activities including addressing inquiries and concerns to find solutions and to provide outstanding customer experience to our customers. May provide assistance for less experienced specialists through knowledge in the area of work.

Requirements

Bachelor's Degree - OR - High School Diploma or GED and 4 years of experience in Customer Service
Additional Requirements:
Advanced written and verbal communication skills
Business professional call experience and etiquette
Proficient with Microsoft Office Suite; Excel, PowerPoint, Word
Motivated and driven to learn
Strong technical skills

Nice To Haves

Call Center experience
Banking/Finance industry experience
Salesforce/CRM experience
Sales experience/skills
Experience in retail banking
Large Financial Institution (LFI) experience

Responsibilities

Inbound Calls - Performs a full range of customer service activities by responding promptly and accurately to customer inquiries via inbound calls and emails. Processes a variety of customer requests within medium to high complexity levels which includes account reconciliation, account updates, document requests, copy of invoices, buyout quotes, web portal troubleshooting, etc.
Operations and Administration - Performs duties and special projects as assigned by Management to ensure operational efficiency. Complies with all regulations, bank policies, procedures, and delegated authorities to manage risk related to credit, operational, reputational, regulatory, and legal aspects of personal interactions, customer transactions, and financial exposures. Completes required training by established deadlines.

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