Portfolio Service Advisor
ATR International - Tempe, AZ
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We are seeking a Portfolio Service Advisor for a very important client.The Portfolio Service Advisor (PSA) answers incoming calls/emails specific to the company?s 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 Requirement: The ideal candidate will possess the following qualifications: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
Created: 2024-09-07