Equipment Finance Customer Service Specialist I

First Citizens BankJacksonville, FL
2dOnsite

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.

Requirements

  • High School Diploma or GED and 1 years of experience in Customer Service
  • 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

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 low to medium complexity levels which includes account reconciliation, account updates, document requests, copy of invoices, buyout quotes, web portal troubleshooting, etc.
  • Operations and Administration - Performs duties as assigned 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.

Benefits

  • Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

High school or GED

Number of Employees

5,001-10,000 employees

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