Equipment Finance Customer Service Specialist II

First Citizens Bank • Jacksonville, FL

3h • Onsite

About The Position

This position works in a call center environment providing administrative and customer service support to the Equipment Finance Division. It involves performing a full range of customer service activities, including addressing inquiries and concerns to find solutions and provide an outstanding customer experience. The specialist may also provide assistance for less experienced specialists through their knowledge in the area of work.

Requirements

• Bachelor's Degree OR High School Diploma/GED and 4 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

• 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.
• 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.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees